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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1201
HBK Sorce Advisory
Pennsylvania
$635K +$54K +704 +10%
REMPR
1202
Roof Eidam Maycock Peralta (REMP)
California
$633K – – –
CWA
1203
Cypress Wealth Advisors
California
$632K -$43.2K -563 -7%
MI
1204
Montage Investments
Kansas
$623K +$604K +7,883 New
SFA
1205
Sequoia Financial Advisors
Ohio
$620K +$260K +3,393 +76%
WEC
1206
Winslow Evans & Crocker
Massachusetts
$618K +$25.1K +328 +4%
IIM
1207
Intact Investment Management
Quebec, Canada
$613K -$84.3K -1,100 -12%
TYCC
1208
Texas Yale Capital Corp
Florida
$610K -$38.3K -500 -6%
EM
1209
Excalibur Management
Massachusetts
$608K +$32.6K +425 +6%
CCA
1210
Cobblestone Capital Advisors
New York
$601K -$17.2K -225 -3%
DLHL
1211
Donald L. Hagan LLC
Florida
$601K +$15.2K +198 +3%
PCM
1212
Pointe Capital Management
Michigan
$600K -$18.2K -238 -3%
CCM
1213
Compton Capital Management
Rhode Island
$599K -$156K -2,030 -21%
CISOA
1214
Capital Investment Services of America
Wisconsin
$599K – – –
OCM
1215
One Capital Management
California
$591K -$11.1K -145 -2%
PP
1216
Prudential plc
United Kingdom
$590K +$69.1K +902 +14%
ITIM
1217
Indiana Trust & Investment Management
Indiana
$590K +$255K +3,329 +81%
HAG
1218
HighPoint Advisor Group
Illinois
$588K +$208K +2,711 +61%
GWCM
1219
Godshalk Welsh Capital Management
Pennsylvania
$574K -$15.3K -200 -3%
BSA
1220
Braun Stacey Associates
New York
$573K +$556K +7,250 New
RIG
1221
Renaissance Investment Group
Massachusetts
$572K – – –
TBNY
1222
Trustco Bank (New York)
New York
$570K -$23K -300 -4%
FWM
1223
Frontier Wealth Management
Missouri
$569K -$181K -2,358 -25%
FANJ
1224
Financial Architects (New Jersey)
New Jersey
$569K +$140K +1,827 +34%
BFC
1225
Blue Fin Capital
Rhode Island
$568K +$22.2K +290 +4%