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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
976
Personal CFO Solutions
New Jersey
$513K +$65.8K +733 +15%
PCH
977
PGIM Custom Harvest
New Jersey
$513K +$987 +11 +0.2%
ACM
978
Ategra Capital Management
Virginia
$513K +$495K +5,510 New
CFG
979
Carr Financial Group
Massachusetts
$511K
WB
980
WesBanco Bank
West Virginia
$511K +$24.1K +268 +5%
CCM
981
Coldstream Capital Management
Washington
$511K +$11K +123 +2%
AAM
982
Auxier Asset Management
Oregon
$510K
PG
983
Patten Group
Tennessee
$510K -$12.6K -140 -2%
YIA
984
YHB Investment Advisors
Connecticut
$510K +$2.24K +25 +0.5%
FCA
985
FLC Capital Advisors
California
$506K
GIA
986
GHP Investment Advisors
Colorado
$501K
DBRC
987
D.B. Root & Company
Pennsylvania
$500K -$33.6K -374 -7%
CIC
988
Carnegie Investment Counsel
Ohio
$498K -$6.82K -76 -1%
BIAS
989
Beacon Investment Advisory Services
New Jersey
$496K +$28K +312 +6%
SSG
990
Summit Securities Group
New York
$493K -$835K -9,300 -64%
HIA
991
Harbor Investment Advisory
Maryland
$492K +$19.7K +220 +4%
BCM
992
Brookstone Capital Management
Illinois
$490K -$592K -6,594 -54%
GI
993
Gradient Investments
Minnesota
$489K +$8.8K +98 +2%
PIM
994
Penobscot Investment Management
Massachusetts
$488K -$39K -435 -8%
SP
995
Symmetry Partners
Connecticut
$486K -$1.11M -12,381 -70%
LIA
996
LS Investment Advisors
Michigan
$480K
MYAM
997
Meiji Yasuda Asset Management
Japan
$478K +$79.4K +885 +21%
CSIC
998
Clifford Swan Investment Counsel
California
$477K -$11K -123 -2%
TF
999
Trek Financial
Arizona
$469K -$44K -490 -9%
NFC
1000
Northeast Financial Consultants
Connecticut
$469K +$1.08K +12 +0.2%