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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1626
Family Management
New York
$744K +$246K +7,188 +50%
MKC
1627
M. Kraus & Co
Vermont
$743K -$9.91K -290 -1%
BFA
1628
Beaumont Financial Advisors
Massachusetts
$739K +$28K +818 +4%
SWA
1629
Sutton Wealth Advisors
Florida
$736K -$3.62K -106 -0.5%
CAC
1630
Certified Advisory Corp
Florida
$735K +$13K +381 +2%
PHAM
1631
Palisades Hudson Asset Management
Florida
$734K
MCIA
1632
Mountain Capital Investment Advisors
Colorado
$734K +$58.6K +1,716 +9%
OCG
1633
Opus Capital Group
Ohio
$732K
WTFG
1634
Wells Trecaso Financial Group
Ohio
$728K +$41.5K +1,213 +6%
GSC
1635
G&S Capital
Colorado
$727K +$151K +4,427 +26%
MFG
1636
Monte Financial Group
Connecticut
$726K -$60.2K -1,763 -8%
WPW
1637
Waldron Private Wealth
Pennsylvania
$724K -$137K -4,010 -16%
SAM
1638
Summit Asset Management
Tennessee
$714K -$342 -10 -0%
B
1639
Bridgeworth
Alabama
$710K -$131K -3,833 -16%
ERIM
1640
Eagle Ridge Investment Management
Connecticut
$710K -$109K -3,181 -13%
WA
1641
WealthTrust-Arizona
Arizona
$709K -$21.3K -622 -3%
ACI
1642
Alpha Cubed Investments
California
$708K -$123K -3,591 -15%
SXL
1643
Summit X LLC
Missouri
$708K +$37.2K +1,088 +6%
SBA
1644
Secrest Blakey & Associates
North Carolina
$707K +$17.7K +517 +3%
EIA
1645
Edgemoor Investment Advisors
Maryland
$706K -$19.8K -579 -3%
KLWA
1646
Kelly Lawrence W & Associates
California
$706K
ATC
1647
Adirondack Trust Company
New York
$706K +$2.15K +63 +0.3%
TC
1648
Trilogy Capital
California
$701K -$1.13K -33 -0.2%
HWA
1649
HCR Wealth Advisors
California
$700K +$103 +3 +0%
PWM
1650
Perigon Wealth Management
California
$700K +$465K +13,613 +203%