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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1326
Greylin Investment Management
Virginia
$553K -$6.2K -239 -1%
MA
1327
Montag & Associates
Georgia
$553K -$3.81K -147 -0.7%
GF
1328
Gerstein Fisher
New York
$552K -$353K -13,591 -38%
SFS
1329
Strategic Financial Services
New York
$550K -$1.82M -70,004 -76%
BOS
1330
Bingham Osborn & Scarborough
California
$550K -$21.5K -828 -4%
CFA
1331
Camarda Financial Advisors
Florida
$548K +$82.4K +3,175 +17%
KTC
1332
Kistler-Tiffany Companies
Pennsylvania
$546K -$93.6K -3,608 -14%
CCWA
1333
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$543K +$134K +5,150 +32%
SCM
1334
Sandler Capital Management
New York
$537K
IOOF
1335
Independent Order of Foresters
Ontario, Canada
$537K +$550K +21,184 New
CA
1336
CapWealth Advisors
Tennessee
$535K -$19.8K -762 -3%
FA
1337
FCG Advisors
New Jersey
$531K +$281K +10,849 +107%
SC
1338
Saturna Capital
Washington
$530K
SCM
1339
Stonehearth Capital Management
Massachusetts
$530K +$542K +20,877 New
FWM
1340
Focused Wealth Management
New York
$526K -$726 -28 -0.1%
NFG
1341
Nadler Financial Group
Illinois
$519K -$2.67K -103 -0.5%
CCS
1342
Crosspoint Capital Strategies
California
$518K +$43.1K +1,660 +9%
PAG
1343
Pinnacle Advisory Group
Maryland
$517K +$74.5K +2,872 +16%
PAS
1344
Professional Advisory Services
Florida
$516K -$211K -8,120 -29%
BBNB
1345
Baker Boyer National Bank
Washington
$515K +$10K +387 +2%
BFC
1346
Blue Fin Capital
Rhode Island
$515K +$41.2K +1,588 +8%
SJIC
1347
St. James Investment Company
Texas
$515K +$46.4K +1,787 +10%
SFA
1348
Sequoia Financial Advisors
Ohio
$510K -$3.42K -132 -0.7%
CFN
1349
Cordasco Financial Network
Florida
$509K
VF
1350
Virtu Financial
New York
$508K +$124K +4,797 +32%