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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1101
Alpha Omega Wealth Management
Virginia
$791K -$22.6K -204 -3%
ASA
1102
Armstrong Shaw Associates
Connecticut
$790K
NFG
1103
Next Financial Group
Texas
$790K +$248K +2,237 +48%
BCWM
1104
Blue Chip Wealth Management
Florida
$787K +$15.1K +136 +2%
RWA
1105
Ropes Wealth Advisors
Massachusetts
$786K +$129K +1,168 +21%
SIC
1106
SFE Investment Counsel
California
$785K -$279K -2,516 -27%
CA
1107
Centerpoint Advisors
Massachusetts
$785K
AssetMark Inc
1108
AssetMark Inc
California
$778K -$152K -1,369 -17%
FAIM
1109
Financial Advocates Investment Management
Washington
$777K +$36K +325 +5%
FFA
1110
First Foundation Advisors
California
$777K +$247K +2,227 +49%
FCA
1111
FinTrust Capital Advisors
South Carolina
$776K -$121K -1,094 -14%
BFEC
1112
Benjamin F. Edwards & Company
Missouri
$772K -$3.33K -30 -0.4%
SIA
1113
SeaBridge Investment Advisors
New Jersey
$769K -$2.22K -20 -0.3%
BIM
1114
Bridgecreek Investment Management
Oklahoma
$764K
MAA
1115
Mraz Amerine & Associates
California
$764K
LIM
1116
Leavell Investment Management
Alabama
$758K
MMPW
1117
Mitchell McLeod Pugh & Williams
Alabama
$757K -$94.8K -855 -11%
FIM
1118
Fernwood Investment Management
Massachusetts
$755K -$144K -1,300 -16%
MSR
1119
Main Street Research
Connecticut
$755K -$98K -884 -12%
OBGC
1120
O'Brien Greene & Co
Pennsylvania
$755K -$3.33K -30 -0.5%
BPCE
1121
Bank Pictet & Cie (Europe)
Germany
$754K +$121K +1,090 +20%
FLI
1122
Family Legacy Inc
South Carolina
$752K +$63.8K +576 +10%
CWM
1123
Cornerstone Wealth Management
Missouri
$751K -$99K -893 -12%
CANY
1124
Caxton Associates (New York)
New York
$745K -$3.65M -32,890 -83%
PAS
1125
Park Avenue Securities
New York
$739K -$33.4K -301 -4%