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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2501
Retirement Income Solutions
Michigan
$684K +$7.26K +160 +1%
SFG
2502
Sather Financial Group
Texas
$682K -$181 -4 -0%
CFN
2503
Cordasco Financial Network
Florida
$682K +$181 +4 +0%
CIM
2504
Contravisory Investment Management
Massachusetts
$682K +$907 +20 +0.1%
SIS
2505
Sound Income Strategies
Florida
$679K -$179K -3,940 -21%
HCM
2506
Hutchinson Capital Management
California
$679K
AAC
2507
Asset Advisors Corp
Georgia
$676K -$182K -4,012 -22%
WAM
2508
Watermark Asset Management
California
$674K -$32.3K -712 -5%
BMM
2509
Berkshire Money Management
Massachusetts
$674K +$181 +4 +0%
DPI
2510
Diversified Portfolios Inc
Michigan
$672K -$9.98K -220 -1%
HIC
2511
Harvey Investment Company
Kentucky
$669K +$224K +4,948 +52%
PSC
2512
Prentiss Smith & Co
Vermont
$667K -$515K -11,352 -44%
EWG
2513
Executive Wealth Group
Washington
$664K -$17.2K -380 -3%
ACM
2514
Adalta Capital Management
New York
$662K
SGS
2515
Sterling Global Strategies
California
$650K -$154K -3,404 -20%
KIC
2516
Keating Investment Counselors
Florida
$650K +$48.3K +1,064 +8%
VCP
2517
Vista Capital Partners
Oregon
$649K +$21.2K +468 +3%
IG
2518
Ithaka Group
Virginia
$648K
HCM
2519
HM Capital Management
Missouri
$633K +$181 +4 +0%
EIP
2520
Epoch Investment Partners
New York
$618K -$56.1M -1,237,044 -8%
SIC
2521
Schwartz Investment Counsel
Michigan
$616K
CAM
2522
Concorde Asset Management
Michigan
$615K -$31K -684 -5%
CWM
2523
Concentric Wealth Management
California
$614K +$363 +8 +0.1%
GA
2524
Gateway Advisory
New Jersey
$611K -$46.8K -1,032 -7%
LK
2525
Lumbard & Kellner
New Hampshire
$610K -$194K -4,268 -24%