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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1251
Foster & Motley
Ohio
$382K +$73.7K +816 +24%
BOS
1252
Bingham Osborn & Scarborough
California
$381K -$361K -4,000 -49%
WA
1253
Wheatland Advisors
Pennsylvania
$374K +$375K +4,150 New
EM
1254
Excalibur Management
Massachusetts
$372K
SL
1255
Summitry LLC
California
$369K -$18.1K -200 -5%
DAC
1256
Dividend Assets Capital
South Carolina
$369K
B
1257
Bailard
California
$369K +$370K +4,100 New
SFU
1258
Stonehage Fleming (UK)
United Kingdom
$369K +$370K +4,100 New
PL
1259
Parthenon LLC
Kentucky
$364K +$3.34K +37 +0.9%
ICOA
1260
Investment Centers of America
North Dakota
$362K -$324K -3,590 -47%
AFG
1261
Albion Financial Group
Utah
$362K -$19K -210 -5%
SEC
1262
Seven Eight Capital
New York
$360K +$361K +4,000 New
PFC
1263
Phocas Financial Corp
California
$359K -$7.31K -81 -2%
TF
1264
Tompkins Financial
New York
$358K +$13.5K +150 +4%
RWM
1265
Raffa Wealth Management
District of Columbia
$355K +$375K +4,157 New
TAM
1266
TPH Asset Management
Texas
$355K -$49.7K -550 -12%
WTB
1267
Washington Trust Bank
Washington
$355K -$355K -3,937 Closed
HT
1268
HighTower Trust
Texas
$352K -$22.6K -250 -6%
CCM
1269
CrestPoint Capital Management
Missouri
$351K +$352K +3,900 New
RCA
1270
Rex Capital Advisors
Rhode Island
$344K
EIM
1271
Emerson Investment Management
Massachusetts
$344K +$54.6K +605 +19%
SLG
1272
Stanley-Laman Group
Pennsylvania
$344K +$344K +3,813 New
ACP
1273
Aviance Capital Partners
Florida
$340K
GCP
1274
GSA Capital Partners
United Kingdom
$338K +$339K +3,755 New
FNFDCM
1275
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K -$18.1K -200 -5%