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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1301
Intersect Capital
California
$474K -$371 -4 -0.1%
VAM
1302
Verity Asset Management
North Carolina
$474K +$501K +5,406 New
SPL
1303
Smart Portfolios LLC
Washington
$469K – – –
AWM
1304
Aries Wealth Management
Maine
$468K -$6.49K -70 -1%
ZAM
1305
Zevin Asset Management
Massachusetts
$467K -$23.2K -250 -5%
ZIG
1306
Zuckerman Investment Group
Illinois
$467K – – –
AIA
1307
AIMZ Investment Advisors
California
$463K – – –
HCM
1308
Hilton Capital Management
New York
$462K -$27.8K -300 -5%
CA
1309
Calton & Associates
Florida
$460K -$185K -1,996 -28%
ATC
1310
Adirondack Trust Company
New York
$459K – – –
CWM
1311
Cornerstone Wealth Management
Missouri
$458K – – –
GSWM
1312
Golden State Wealth Management
California
$457K +$8.16K +88 +2%
TIA
1313
Tiemann Investment Advisors
California
$455K +$13.9K +150 +3%
BWFA
1314
Baltimore-Washington Financial Advisors
Maryland
$454K -$18.5K -200 -4%
RIA
1315
Realta Investment Advisors
Delaware
$452K +$8.9K +96 +2%
FP
1316
Foundry Partners
Minnesota
$451K -$34.8K -375 -7%
PFA
1317
Paradigm Financial Advisors
Missouri
$449K -$37K -399 -7%
MWC
1318
MBM Wealth Consultants
Missouri
$448K -$5.29K -57 -1%
MIS
1319
Morningstar Investment Services
Illinois
$444K -$371 -4 -0.1%
BAC
1320
Boys Arnold & Co
North Carolina
$443K -$92.7K -1,000 -17%
SSWM
1321
Smith Salley Wealth Management
North Carolina
$443K -$22.5K -243 -5%
PP
1322
PagnatoKarp Partners
Virginia
$443K -$14.6K -158 -3%
KC
1323
Knuff & Co
California
$438K +$2.23K +24 +0.5%
CM
1324
Castleark Management
Illinois
$435K -$2.03M -21,930 -82%
NB
1325
NBT Bank
New York
$430K +$69.5K +750 +18%
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