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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1076
Lenox Wealth Advisors
New York
$268K
ODCM
1077
Old Dominion Capital Management
Virginia
$268K
ST
1078
Smithfield Trust
Pennsylvania
$267K +$33K +215 +15%
CA
1079
Calton & Associates
Florida
$267K +$248K +1,614 New
WAS
1080
Wealth Advisory Solutions
Indiana
$265K -$3.38K -22 -1%
CCM
1081
Coldstream Capital Management
Washington
$265K +$246K +1,602 New
SHA
1082
Seneca House Advisors
Virginia
$264K +$16.4K +107 +7%
UB
1083
UMB Bank
Missouri
$263K
SWM
1084
Stockman Wealth Management
Montana
$262K -$7.68K -50 -3%
EWM
1085
EPG Wealth Management
Georgia
$262K +$243K +1,583 New
WPC
1086
Waters Parkerson & Co
Louisiana
$260K +$11.5K +75 +5%
CNBTD
1087
Citizens National Bank Trust Department
Mississippi
$259K -$319K -2,075 -57%
GAM
1088
Grandview Asset Management
Pennsylvania
$258K +$239K +1,558 New
EI
1089
Ethic Inc
New York
$255K +$237K +1,542 New
OIA
1090
OneDigital Investment Advisors
Kansas
$255K +$237K +1,542 New
HC
1091
HNP Capital
New York
$254K
IWM
1092
IHT Wealth Management
Illinois
$254K +$10.4K +68 +5%
PM
1093
Parametrica Management
Hong Kong
$250K -$216K -1,407 -48%
BSAM
1094
Blue Square Asset Management
New York
$250K
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$20.4K +133 +10%
IGGA
1096
Iron Gate Global Advisors
Utah
$249K +$231K +1,504 New
CC
1097
Capital Counsel
New York
$248K
RVPG
1098
Relative Value Partners Group
$248K
SCM
1099
Sterneck Capital Management
Missouri
$248K
VRM
1100
Vectors Research Management
New York
$248K