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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1226
Garde Capital
Washington
$539K
EWM
1227
Edge Wealth Management
New York
$538K -$653K -7,231 -54%
CS
1228
Comerica Securities
Michigan
$537K +$1.9K +21 +0.3%
WA
1229
WBH Advisory
Maryland
$535K -$31.5K -349 -5%
HIC
1230
Hartline Investment Corp
Illinois
$535K -$18K -199 -3%
BLAM
1231
Bourne Lent Asset Management
New York
$530K
SI
1232
Scout Investments
Missouri
$528K +$8.21K +91 +2%
LD
1233
Lipe & Dalton
New York
$524K -$13.5K -150 -2%
BW
1234
Bison Wealth
Georgia
$520K +$2.26K +25 +0.4%
AB
1235
Atlas Brown
Kentucky
$507K -$49.5K -548 -8%
WEC
1236
Winslow Evans & Crocker
Massachusetts
$507K -$30.1K -334 -5%
MBT
1237
Montecito Bank & Trust
California
$501K
ATC
1238
Adirondack Trust Company
New York
$500K -$451 -5 -0.1%
SCM
1239
Sterneck Capital Management
Missouri
$500K
QCG
1240
Quadrant Capital Group
Ohio
$500K +$530K +5,877 New
HWA
1241
Heritage Wealth Advisors
Virginia
$495K +$4.51K +50 +0.9%
RC
1242
RegentAtlantic Capital
New Jersey
$492K +$9.65K +107 +2%
GWM
1243
Gupta Wealth Management
California
$490K +$424K +4,695 +477%
CI
1244
Capital Innovations
Wisconsin
$487K +$510K +5,655 New
CAI
1245
Capital Advisors Inc
Oklahoma
$486K
BB
1246
Bell Bank
North Dakota
$486K -$54.6K -605 -10%
WPC
1247
White Pine Capital
Minnesota
$486K
WRM
1248
Weybosset Research & Management
Rhode Island
$484K
LA
1249
Lucus Advisors
New York
$483K +$149K +1,655 +42%
GLI
1250
Guardian Life Insurance
New York
$480K -$1.26K -14 -0.3%