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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1226
Ifrah Financial Services
Arkansas
$518K -$4.62K -94 -0.9%
PFM
1227
Parsec Financial Management
North Carolina
$515K +$77.2K +1,569 +18%
WA
1228
Waverly Advisors
Alabama
$514K +$315K +6,400 +158%
HCC
1229
Hirtle Callaghan & Co
Pennsylvania
$513K +$21.3K +433 +4%
BGA
1230
Belmont Global Advisors
Texas
$511K +$511K +10,400 New
SGK
1231
Steigerwald Gordon & Koch
Virginia
$506K +$3.79K +77 +0.8%
CAM
1232
CG Asset Management
New York
$506K +$507K +10,300 New
MIM
1233
Merit Investment Management
Delaware
$504K -$2.85M -57,997 -85%
FIM
1234
Fernwood Investment Management
Massachusetts
$504K +$504K +10,247 New
OC
1235
Oarsman Capital
Wisconsin
$493K +$27K +550 +6%
HCM
1236
Harvest Capital Management
New Hampshire
$492K -$6.88K -140 -1%
PCMK
1237
Paragon Capital Management (Kansas)
Kansas
$492K +$344 +7 +0.1%
NFG
1238
Nadler Financial Group
Illinois
$491K -$78.6K -1,599 -14%
LC
1239
Lubar & Co
Wisconsin
$491K +$5.02K +102 +1%
UMA
1240
USA Mutuals Advisors
Texas
$491K +$492K +10,000 New
NIMI
1241
Natixis Investment Managers International
France
$488K
FA
1242
FCG Advisors
New Jersey
$487K +$107K +2,167 +28%
CFA
1243
Cahill Financial Advisors
Minnesota
$485K +$485K +9,865 New
SSWM
1244
Smith Salley Wealth Management
North Carolina
$483K +$145K +2,945 +43%
NEIRG
1245
New England Investment & Retirement Group
Massachusetts
$481K +$22.3K +454 +5%
CIC
1246
Chilton Investment Company
Connecticut
$481K +$481K +9,780 New
VNA
1247
VNBTrust National Association
Virginia
$480K -$4.92K -100 -1%
HL
1248
HeadInvest LLC
Maine
$470K -$16.1K -327 -3%
MCWS
1249
McKinley Carter Wealth Services
West Virginia
$470K -$295 -6 -0.1%
BFEC
1250
Benjamin F. Edwards & Company
Missouri
$469K +$43.4K +883 +10%