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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1101
Physicians Financial Services
North Carolina
$341K -$80 -1 -0%
BOS
1102
Bank of Stockton
California
$340K
Cetera Investment Advisers
1103
Cetera Investment Advisers
Illinois
$339K +$717 +9 +0.2%
BP
1104
Ballentine Partners
Massachusetts
$339K +$31.4K +394 +11%
CPA
1105
Columbia Pacific Advisors
Washington
$339K +$313K +3,923 New
AC
1106
Alexandria Capital
Virginia
$334K -$160K -2,009 -33%
NED
1107
Nancy E. Dempze
$334K +$320K +4,015 New
BCA
1108
Berman Capital Advisors
Georgia
$333K -$55.7K -699 -15%
HPC
1109
HM Payson & Co
Maine
$327K +$20.3K +255 +7%
MWM
1110
Mission Wealth Management
California
$327K +$76.3K +958 +32%
YMRC
1111
Yorktown Management & Research Company
Virginia
$325K +$311K +3,900 New
GAG
1112
GM Advisory Group
New York
$324K -$121K -1,523 -28%
TC
1113
Truvestments Capital
Florida
$324K +$310K +3,887 New
1WA
1114
180 Wealth Advisors
Washington
$323K -$877 -11 -0.3%
VIM
1115
Veritas Investment Management
United Kingdom
$323K
CA
1116
Cornerstone Advisory
Maryland
$322K -$13.9K -174 -4%
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K
JA
1118
JOYN Advisors
Georgia
$318K -$218K -2,737 -42%
CAM
1119
Concorde Asset Management
Michigan
$314K -$17.5K -220 -6%
CBT
1120
Capital Bank & Trust
California
$313K +$57.5K +722 +24%
HIC
1121
Holderness Investments Company
North Carolina
$312K
PCMC
1122
Paragon Capital Management (Colorado)
Colorado
$312K
SIAS
1123
Shine Investment Advisory Services
Colorado
$311K +$1.43K +18 +0.5%
IWC
1124
Integrated Wealth Concepts
Massachusetts
$311K +$18.5K +232 +7%
LWAC
1125
Laurel Wealth Advisors (California)
California
$311K +$49K +615 +20%