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Name Holding Trade Value Shares
Change
Change in
Stake
STMM
1326
South Texas Money Management
Texas
$386K -$20.9K -227 -5%
WSC
1327
Wellington Shields & Co
New York
$384K
JWA
1328
JFS Wealth Advisors
Pennsylvania
$383K +$13K +141 +3%
PAM
1329
Peak Asset Management
Colorado
$383K +$412K +4,479 New
LOCC
1330
Lombard Odier & Cie (Canada)
Quebec, Canada
$382K -$199K -2,160 -33%
CPA
1331
Capital Planning Advisors
California
$381K +$411K +4,465 New
PFC
1332
Phocas Financial Corp
California
$378K +$48.9K +532 +14%
OC
1333
Oakworth Capital
Alabama
$378K +$276K +3,000 +210%
DAS
1334
Dynamic Advisor Solutions
Arizona
$377K +$26.6K +289 +7%
WCA
1335
Westover Capital Advisors
Delaware
$376K -$56.2K -611 -12%
ASN
1336
Advisory Services Network
Georgia
$376K +$239K +2,603 +126%
ITIM
1337
Indiana Trust & Investment Management
Indiana
$375K -$88.3K -960 -18%
SFA
1338
Sequoia Financial Advisors
Ohio
$374K -$1.84K -20 -0.5%
CWM
1339
Confluence Wealth Management
Oregon
$374K +$403K +4,382 New
ST
1340
Semper Trust
Pennsylvania
$371K +$400K +4,343 New
SAMC
1341
Shinko Asset Management Company
Japan
$370K -$55.2K -600 -12%
EIM
1342
Emerson Investment Management
Massachusetts
$370K
DAC
1343
Dividend Assets Capital
South Carolina
$370K +$14.7K +160 +4%
SC
1344
Savant Capital
Illinois
$365K -$16.6K -180 -4%
FHA
1345
First Horizon Advisors
Tennessee
$364K -$45.2K -491 -10%
CFA
1346
Carroll Financial Associates
North Carolina
$363K -$164K -1,788 -29%
AWA
1347
ARS Wealth Advisors
Florida
$360K +$4.6K +50 +1%
SCM
1348
SOL Capital Management
Maryland
$358K
RWM
1349
Raffa Wealth Management
District of Columbia
$355K +$15.6K +170 +4%
AFG
1350
Albion Financial Group
Utah
$355K -$4.51K -49 -1%