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Name Holding Trade Value Shares
Change
Change in
Stake
HC
1601
Henshaw Capital
Massachusetts
$562K
AIM
1602
Aspen Investment Management
Michigan
$558K
WP
1603
WMS Partners
Maryland
$557K -$41.1K -1,382 -7%
LFR
1604
Lehman Financial Resources
Pennsylvania
$554K -$59.1K -1,986 -10%
SWA
1605
Sutton Wealth Advisors
Florida
$551K -$28.5K -958 -5%
AIA
1606
Arbor Investment Advisors
North Carolina
$548K +$29.7K +999 +6%
BIAS
1607
Beacon Investment Advisory Services
New Jersey
$547K -$1.01K -34 -0.2%
LJHT
1608
Laurie J. Hall Trustee
$546K -$167K -5,606 -25%
BIM
1609
Baldwin Investment Management
Pennsylvania
$546K
LFG
1610
LifePlan Financial Group
Ohio
$541K +$124K +4,163 +34%
FFA
1611
Fragasso Financial Advisors
Pennsylvania
$539K +$208 +7 +0%
RTS
1612
Round Table Services
New Jersey
$535K +$8.15K +274 +2%
FNT
1613
First Nebraska Trust
Nebraska
$531K -$9.94K -334 -2%
MM
1614
Meridian Management
Arkansas
$531K -$9.58K -322 -2%
TCB
1615
Texas Capital Bancshares
Texas
$528K -$14.3K -480 -3%
SLF
1616
Sun Life Financial
Ontario, Canada
$526K -$297K -9,986 -38%
BFC
1617
Blue Fin Capital
Rhode Island
$526K +$33.1K +1,112 +7%
CWP
1618
Capital Wealth Planning
Florida
$526K +$477K +16,034 New
JRP
1619
Jasper Ridge Partners
California
$523K
KKAMG
1620
Kernodle & Katon Asset Management Group
Arkansas
$523K +$1.04K +35 +0.2%
CAM
1621
Centre Asset Management
New York
$522K -$5.97M -200,732 -93%
TG
1622
TLP Group
Illinois
$522K +$476K +15,998 New
SGS
1623
Sterling Global Strategies
California
$521K +$5.92K +199 +1%
SFS
1624
Summit Financial Strategies
Ohio
$520K +$39.4K +1,324 +9%
KFA
1625
Kelleher Financial Advisors
New York
$518K -$474K -15,940 -50%