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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1526
Probity Advisors
Texas
$300K +$12K +140 +4%
WG
1527
Welch Group
Alabama
$299K +$23.6K +274 +9%
EIA
1528
Edgemoor Investment Advisors
Maryland
$296K -$29.4K -342 -9%
CWA
1529
Cypress Wealth Advisors
California
$292K +$30K +349 +12%
BC
1530
Bartlett & Co
Ohio
$291K
WDL
1531
Well Done LLC
Michigan
$290K +$39.7K +461 +16%
CFMC
1532
Curbstone Financial Management Corp
New Hampshire
$288K -$3.44K -40 -1%
CMBA
1533
C.M. Bidwell & Associates
Hawaii
$288K +$279K +3,240 New
EAM
1534
Eagle Asset Management
Florida
$286K +$278K +3,228 New
NB
1535
NBT Bank
New York
$285K +$43.9K +510 +19%
KM
1536
Kalos Management
Georgia
$280K -$61.2K -711 -18%
RW
1537
REDW Wealth
New Mexico
$279K
CPO
1538
Cerity Partners OCIO
New York
$278K +$45K +523 +20%
TRCT
1539
Tower Research Capital (TRC)
New York
$276K -$6.24M -72,543 -96%
FPCP
1540
Fort Point Capital Partners
California
$273K -$5.85K -68 -2%
DMC
1541
Drexel Morgan & Co
Pennsylvania
$273K
SEIA
1542
Signature Estate & Investment Advisors
California
$273K +$119K +1,384 +82%
PC
1543
Permit Capital
Pennsylvania
$267K
BWM
1544
Bernicke Wealth Management
Wisconsin
$267K +$259K +3,006 New
CGL
1545
Clarius Group LLC
Washington
$266K -$3.01K -35 -1%
DWM
1546
Destination Wealth Management
California
$265K -$172K -2,005 -40%
HT
1547
Heritage Trust
Oklahoma
$265K +$257K +2,985 New
GIA
1548
Guyasuta Investment Advisors
Pennsylvania
$264K
HP
1549
Hartree Partners
New York
$264K +$255K +2,966 New
IIC
1550
Integrated Investment Consultants
Michigan
$263K +$1.72K +20 +0.7%