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Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
1526
Seven Post Investment Office
California
$510K
TF
1527
TimeScale Financial
Massachusetts
$510K +$1.95K +9 +0.4%
OBWG
1528
Onyx Bridge Wealth Group
New York
$508K -$7.82K -36 -1%
VCM
1529
Versant Capital Management
Arizona
$507K -$230K -1,059 -32%
PRS
1530
Pinkerton Retirement Specialists
Idaho
$507K +$13K +60 +3%
MCWS
1531
McKinley Carter Wealth Services
West Virginia
$506K -$58.6K -270 -11%
LRPA
1532
L. Roy Papp & Associates
Arizona
$504K
OC
1533
Oakworth Capital
Alabama
$504K
EL
1534
EMFO LLC
Florida
$504K +$483K +2,226 New
PFS
1535
Physicians Financial Services
North Carolina
$503K -$189K -870 -28%
CC
1536
Cornerstone Capital
California
$503K
NB
1537
Northwest Bancshares
Pennsylvania
$503K +$2.6K +12 +0.5%
ABTD
1538
Arvest Bank Trust Division
Oklahoma
$502K +$82.1K +378 +21%
9WM
1539
9258 Wealth Management
Ohio
$502K +$82.7K +381 +21%
Edgewood Management
1540
Edgewood Management
Connecticut
$500K
CCM
1541
Chiron Capital Management
Florida
$496K -$7.16K -33 -1%
GT
1542
Glenview Trust
Kentucky
$496K -$5.86K -27 -1%
HWM
1543
Holloway Wealth Management
Florida
$496K
LDFR
1544
Lehman & Derafelo Financial Resources
Pennsylvania
$496K +$39.7K +183 +9%
AFG
1545
Allegheny Financial Group
Pennsylvania
$496K +$475K +2,187 New
JBA
1546
Johnson Bixby & Associates
Washington
$494K +$163K +750 +54%
NJBEST
1547
New Jersey Better Educational Savings Trust
New Jersey
$493K
BFIC
1548
Bedell Frazier Investment Counselling
California
$493K +$48.8K +225 +12%
WQ
1549
Wealth Quarterback
New Jersey
$493K +$472K +2,172 New
HMS
1550
Hanseatic Management Services
New Mexico
$491K +$14.3K +66 +3%