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Name Holding Trade Value Shares
Change
Change in
Stake
VA
926
Valmark Advisers
Ohio
$306K – – –
ES
927
ETF Store
Kansas
$306K +$1.24K +8 +0.4%
MCC
928
Malaga Cove Capital
California
$305K +$296K +1,909 New
CFP
929
Catalyst Financial Partners
Massachusetts
$305K +$8.83K +57 +3%
SA
930
Sovran Advisors
California
$304K +$313K +2,022 New
BFA
931
Buttonwood Financial Advisors
Maryland
$304K – – –
HT
932
Heritage Trust
Oklahoma
$303K -$7.28K -47 -2%
BFA
933
Benedict Financial Advisors
Georgia
$303K -$774 -5 -0.3%
BWM
934
Bernicke Wealth Management
Wisconsin
$302K -$310 -2 -0.1%
PTC
935
Private Trust Company
Ohio
$302K -$3.25K -21 -1%
OCM
936
One Capital Management
California
$301K – – –
CNB
937
Camden National Bank
Maine
$301K +$18.6K +120 +7%
CPL
938
Capital & Planning LLC
Georgia
$300K – – –
RWFS
939
Rayburn West Financial Services
Tennessee
$299K – – –
FNFDCM
940
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$297K +$3.87K +25 +1%
FCH
941
Freestone Capital Holdings
Washington
$297K +$465 +3 +0.2%
C
942
Certuity
Florida
$295K +$126K +811 +78%
BOH
943
Bank of Hawaii
Hawaii
$295K +$1.39K +9 +0.5%
GCM
944
Gallacher Capital Management
Colorado
$294K -$6.35M -41,023 -96%
CAMG
945
CWA Asset Management Group
Florida
$294K +$7.59K +49 +3%
HFM
946
Hartford Financial Management
Connecticut
$293K – – –
HI
947
Hendershot Investments
Virginia
$291K -$29.3K -189 -9%
OPW
948
Oxler Private Wealth
New York
$291K -$32.5K -210 -10%
IP
949
Investment Partners
Ohio
$291K +$774 +5 +0.3%
GRP
950
Global Retirement Partners
California
$291K +$282K +1,820 New