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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
976
Moloney Securities Asset Management
Missouri
$235K +$2.85K +37 +1%
RTS
977
Round Table Services
New Jersey
$235K +$63.9K +830 +30%
BFM
978
Boothbay Fund Management
New York
$235K +$274K +3,561 New
CAMG
979
CWA Asset Management Group
Florida
$234K +$273K +3,545 New
PFSC
980
Peoples Financial Services Corp
Pennsylvania
$233K +$3.85K +50 +1%
LIM
981
Loudon Investment Management
New Hampshire
$233K +$21.4K +278 +9%
SFG
982
Summit Financial Group
West Virginia
$233K +$271K +3,528 New
SFSG
983
Stearns Financial Services Group
North Carolina
$232K +$846 +11 +0.3%
BA
984
Ballew Advisors
Mississippi
$229K +$6.92K +90 +3%
BCM
985
BTC Capital Management
Iowa
$229K +$267K +3,466 New
HWMG
986
Hurlow Wealth Management Group
Indiana
$226K +$241K +3,138 New
VHAM
987
Van Hulzen Asset Management
California
$225K +$262K +3,401 New
HB
988
Homrich & Berg
Georgia
$223K +$20.2K +262 +8%
BSW
989
Buckingham Strategic Wealth
Missouri
$222K -$14.6K -190 -5%
LFASL
990
Lugano Financial Advisors SA (LFA)
Switzerland
$222K
ONST
991
Old North State Trust
North Carolina
$222K +$46.6K +606 +22%
IFWM
992
Institute for Wealth Management
Colorado
$222K +$258K +3,355 New
LA
993
Lau Associates
Delaware
$218K +$254K +3,300 New
ITIM
994
Indiana Trust & Investment Management
Indiana
$216K -$15.4K -200 -6%
PA
995
Parallel Advisors
California
$216K -$7.16K -93 -3%
BW
996
Bison Wealth
Georgia
$214K -$41.5K -539 -14%
LWA
997
Lenox Wealth Advisors
New York
$213K
VFA
998
Voya Financial Advisors
Connecticut
$212K -$87K -1,131 -26%
FNBT
999
FineMark National Bank & Trust
Florida
$211K +$1.54K +20 +0.6%
NIM
1000
Northeast Investment Management
Massachusetts
$210K