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Name Holding Trade Value Shares
Change
Change in
Stake
BI
1226
Bramshill Investments
Florida
$495K +$192K +1,742 +57%
BDF
1227
Balasa Dinverno & Foltz
$492K -$68.5K -622 -12%
GIA
1228
Gladstone Institutional Advisory
Florida
$489K -$31K -281 -6%
CIM
1229
Confluence Investment Management
Missouri
$486K -$131K -1,193 -20%
GLA
1230
Good Life Advisors
Pennsylvania
$483K +$22.3K +202 +5%
PHAM
1231
Palisades Hudson Asset Management
Florida
$482K
CWM
1232
Calamos Wealth Management
Illinois
$481K -$501K -4,549 -49%
GIA
1233
Guyasuta Investment Advisors
Pennsylvania
$480K -$119K -1,079 -19%
NIM
1234
NuWave Investment Management
New Jersey
$478K -$828K -7,513 -62%
PIM
1235
Penobscot Investment Management
Massachusetts
$478K
CASB
1236
Cape Ann Savings Bank
Massachusetts
$474K +$187K +1,695 +59%
BCWM
1237
Bartlett & Co Wealth Management
Ohio
$472K +$367K +3,334 +272%
BC
1238
Bartlett & Co
Ohio
$472K +$367K +3,334 +272%
LNC
1239
Lincoln National Corp
Pennsylvania
$471K -$150K -1,364 -23%
GVAG
1240
Great Valley Advisor Group
Delaware
$471K -$148K -1,344 -23%
MFP
1241
Meridian Financial Partners
Virginia
$471K +$30.2K +274 +6%
CWM
1242
Circle Wealth Management
New Jersey
$470K +$186K +1,693 +60%
JPLA
1243
Joseph P. Lucia & Associates
New York
$468K -$2.2K -20 -0.4%
ACM
1244
AUA Capital Management
Pennsylvania
$467K
IC
1245
InterOcean Capital
Illinois
$464K -$22K -200 -4%
AIC
1246
Argus Investors Counsel
New York
$463K -$8.26K -75 -2%
GFP
1247
Gryphon Financial Partners
Ohio
$462K -$1.98K -18 -0.4%
BOS
1248
Bank of Stockton
California
$462K
RWA
1249
Ropes Wealth Advisors
Massachusetts
$461K -$266K -2,418 -35%
KCPG
1250
Kavar Capital Partners Group
Kansas
$458K