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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1526
Valley National Advisers
Pennsylvania
$471K -$75K -3,770 -15%
CFMC
1527
Curbstone Financial Management Corp
New Hampshire
$469K -$114K -5,716 -21%
AA
1528
Alta Advisers
United Kingdom
$469K – – –
SIA
1529
Schechter Investment Advisors
Michigan
$468K +$48.5K +2,436 +13%
CWM
1530
Cedar Wealth Management
California
$467K -$357K -17,953 -46%
BHPW
1531
Beverly Hills Private Wealth
California
$466K -$46.9K -2,357 -10%
MSG
1532
Main Street Group
Virginia
$466K +$33.3K +1,673 +9%
3IP
1533
3Chopt Investment Partners
Virginia
$466K -$400K -20,116 -49%
CFP
1534
Cascade Financial Partners
California
$466K -$1.77K -89 -0.4%
RZH
1535
Relyea Zuckerberg Hanson
Connecticut
$466K +$14.5K +727 +4%
CFA
1536
CWS Financial Advisors
Michigan
$464K +$1.47K +74 +0.4%
MCWS
1537
McKinley Carter Wealth Services
West Virginia
$464K -$1.31K -66 -0.3%
Valmark Advisers
1538
Valmark Advisers
Ohio
$464K +$31.5K +1,581 +8%
JLBC
1539
J.L. Bainbridge & Co
Florida
$464K -$42.9K -2,157 -9%
LAS
1540
Lloyd Advisory Services
Georgia
$464K -$55.3K -2,778 -12%
First National Bank of Omaha
1541
First National Bank of Omaha
Nebraska
$463K -$25.4K -1,274 -6%
DJSG
1542
D.J. St. Germain
Massachusetts
$461K -$7.12K -358 -2%
EWA
1543
Etesian Wealth Advisors
Oregon
$461K -$197K -9,877 -32%
BC
1544
Broadwater Capital
Massachusetts
$455K – – –
ACG
1545
Allen Capital Group
Nebraska
$454K +$70.6K +3,549 +21%
WDG
1546
Wealth Dimensions Group
Ohio
$454K +$2.67K +134 +0.7%
PCP
1547
Proficio Capital Partners
Massachusetts
$453K -$115K -5,767 -22%
IPWA
1548
International Private Wealth Advisors
California
$453K -$25.8K -1,297 -6%
NRI
1549
NFP Retirement Inc
California
$452K +$1.77K +89 +0.4%
QIM
1550
Quest Investment Management
Oregon
$452K – – –