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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1676
Bingham Osborn & Scarborough
California
$679K -$20.2K -903 -3%
NEWAS
1677
N.E.W. Advisory Services
Wisconsin
$678K +$23.6K +1,054 +3%
CWM
1678
Calamos Wealth Management
Illinois
$677K -$43.7K -1,956 -6%
CPC
1679
Congress Park Capital
New York
$676K -$20.9K -935 -3%
CNC
1680
Citizens & Northern Corp
Pennsylvania
$676K -$2.97K -133 -0.4%
AMCA
1681
Arthur M. Cohen & Associates
Illinois
$673K +$357K +15,967 +105%
CL
1682
CPWM LLC
Washington
$672K +$24.9K +1,114 +4%
CCM
1683
Carlson Capital Management
Minnesota
$670K -$70.4K -3,149 -9%
CA
1684
Capital Advantage
California
$668K +$1.61K +72 +0.2%
SB
1685
Sunflower Bank
Texas
$667K +$101K +4,500 +17%
MBT
1686
Montecito Bank & Trust
California
$666K +$78.9K +3,531 +13%
BCA
1687
Berman Capital Advisors
Georgia
$664K +$314K +14,036 +83%
OFS
1688
Orrstown Financial Services
Pennsylvania
$662K +$12.5K +561 +2%
USAA
1689
United Services Automobile Association
Texas
$662K +$687K +30,753 New
TF
1690
TimeScale Financial
Massachusetts
$656K -$19.5K -871 -3%
LWM
1691
Liberty Wealth Management
California
$651K -$93K -4,162 -12%
KIC
1692
Keating Investment Counselors
Florida
$651K -$62.1K -2,781 -8%
HA
1693
HYA Advisors
Missouri
$651K -$53K -2,370 -7%
DIM
1694
Delta Investment Management
California
$651K +$267K +11,960 +65%
W
1695
WealthOne
New York
$649K +$85.3K +3,818 +15%
NSAM
1696
North Star Asset Management
Wisconsin
$647K +$103K +4,599 +18%
RWP
1697
RWA Wealth Partners
Massachusetts
$644K -$284K -12,705 -30%
PFA
1698
Paradigm Financial Advisors
Missouri
$643K -$125K -5,611 -16%
IF
1699
Intrua Financial
Texas
$642K -$557K -24,932 -46%
CST
1700
Charles Schwab Trust
Nevada
$642K -$3.93K -176 -0.6%