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Name Holding Trade Value Shares
Change
Change in
Stake
RPA
1626
Rock Point Advisors
Vermont
$727K -$12.3K -358 -2%
WAP
1627
Wealthcare Advisory Partners
Pennsylvania
$726K -$85.9K -2,498 -10%
GIP
1628
Granite Investment Partners
California
$726K
SWA
1629
Sutton Wealth Advisors
Florida
$724K +$10.9K +316 +1%
AFM
1630
Andesa Financial Management
Pennsylvania
$722K -$25.4K -738 -3%
BRF
1631
B. Riley Financial
California
$721K +$117K +3,408 +19%
CCM
1632
Canal Capital Management
Virginia
$720K -$26.2K -761 -3%
Members Trust
1633
Members Trust
Florida
$720K -$928 -27 -0.1%
PHAM
1634
Palisades Hudson Asset Management
Florida
$718K
OCG
1635
Opus Capital Group
Ohio
$716K -$23K -669 -3%
SAMC
1636
Spectrum Asset Management (California)
California
$716K +$47.1K +1,370 +7%
BRM
1637
Boston Research & Management
Massachusetts
$715K
WA
1638
WealthTrust-Arizona
Arizona
$714K +$15.2K +442 +2%
OIA
1639
OneDigital Investment Advisors
Kansas
$713K -$15.9K -462 -2%
FDCC
1640
Foster Dykema Cabot & Co
Massachusetts
$712K -$11.2K -327 -2%
CWM
1641
Chesapeake Wealth Management
Virginia
$712K +$727K +21,160 New
ATC
1642
Adirondack Trust Company
New York
$711K -$51.1K -1,487 -7%
EIA
1643
Edgemoor Investment Advisors
Maryland
$710K -$190K -5,531 -21%
PAWC
1644
P.A.W. Capital
Connecticut
$710K
WHG
1645
Westwood Holdings Group
Texas
$708K -$571K -16,618 -44%
JSL
1646
JT Stratford LLC
Georgia
$708K +$34K +988 +5%
MCM
1647
McRae Capital Management
New Jersey
$706K -$1.95M -56,673 -73%
CAC
1648
Certified Advisory Corp
Florida
$705K +$485K +14,114 +206%
BWM
1649
Biltmore Wealth Management
Arizona
$704K -$13.7K -399 -2%
MSR
1650
Main Street Research
Connecticut
$704K +$121K +3,526 +20%