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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
426
Bedel Financial Consulting
Indiana
$27K – – –
Credit Agricole
427
Credit Agricole
France
$27K – – –
GWM
428
Geneos Wealth Management
Colorado
$27K – – –
TFA
429
Toth Financial Advisory
Virginia
$27K – – –
WB
430
Webster Bank
Connecticut
$27K – – –
BCA
431
Berman Capital Advisors
Georgia
$27K +$6.84K +55 +38%
NCM
432
Next Capital Management
New York
$26K +$23.4K +188 New
DWA
433
Dougherty Wealth Advisers
Minnesota
$25K – – –
EDRH
434
Edmond de Rothschild Holding
Switzerland
$25K – – –
PFO
435
Pathstone Family Office
New Jersey
$24K -$18.4K -148 -45%
HI
436
Hudock Inc
Pennsylvania
$24K – – –
MRCM
437
M&R Capital Management
New Jersey
$24K – – –
CH
438
Canton Hathaway
Rhode Island
$23K – – –
NSB
439
Norway Savings Bank
Maine
$23K – – –
CFB
440
Cullen/Frost Bankers
Texas
$19K -$28K -225 -62%
CFA
441
Camarda Financial Advisors
Florida
$19K -$12.4K -100 -42%
VFA
442
Valeo Financial Advisors
Indiana
$19K +$6.47K +52 +58%
BL
443
Balentine LLC
Georgia
$19K +$8.96K +72 +113%
FGAM
444
Financial Gravity Asset Management
Texas
$18K -$11.7K -94 -42%
GEA
445
Glen Eagle Advisors
New Jersey
$17.5K +$6.59K +53 +71%
HFM
446
Hartford Financial Management
Connecticut
$14K – – –
IF
447
Ironwood Financial
Arizona
$14K – – –
ME
448
McIlrath & Eck
Washington
$14K – – –
SNT
449
Security National Trust
West Virginia
$14K – – –
WHG
450
Westwood Holdings Group
Texas
$14K – – –