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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1926
Spirit of America Management Corp
New York
$4.93M -$206K -2,800 -3%
BRM
1927
Boston Research & Management
Massachusetts
$4.92M -$2.19M -29,808 -28%
ACA
1928
Affinity Capital Advisors
California
$4.92M -$356K -4,840 -7%
PP
1929
Pacifica Partners
Canada
$4.92M -$302K -4,108 -5%
AWM
1930
Aevitas Wealth Management
Massachusetts
$4.91M -$55.9K -760 -1%
LBD
1931
Landsberg Bennett & Dubbaneh
Florida
$4.91M +$136K +1,848 +2%
IF
1932
IRON Financial
Illinois
$4.91M -$418K -5,680 -7%
TIA
1933
Traphagen Investment Advisors
New Jersey
$4.91M +$203K +2,756 +4%
TMAM
1934
Tokio Marine Asset Management
Japan
$4.9M +$1.13M +15,328 +25%
XF
1935
XML Financial
Maryland
$4.89M -$15.3K -208 -0.3%
CHP
1936
Cable Hill Partners
Oregon
$4.89M -$39.4K -536 -0.7%
TCCM
1937
Timber Creek Capital Management
Massachusetts
$4.89M +$696K +9,468 +14%
NIM
1938
Needham Investment Management
New York
$4.88M -$1.03M -14,000 -15%
JFL
1939
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.87M -$128K -1,744 -2%
SJIM
1940
St. Johns Investment Management
Florida
$4.86M -$111K -1,512 -2%
GAMA
1941
Graticule Asia Macro Advisors
New York
$4.86M +$5.62M +76,400 New
PKC
1942
Palmer Knight Company
Florida
$4.86M -$789K -10,728 -12%
SWMG
1943
Strategic Wealth Management Group
Maryland
$4.85M +$166K +2,264 +3%
PCP
1944
Proficio Capital Partners
Massachusetts
$4.84M +$1.08M +14,720 +25%
BFC
1945
Bedel Financial Consulting
Indiana
$4.83M +$297K +4,044 +6%
UTC
1946
Unified Trust Company
Kentucky
$4.83M -$1.77M -24,024 -24%
XWM
1947
Xcel Wealth Management
Florida
$4.82M +$562K +7,640 +11%
CIP
1948
Convergence Investment Partners
Florida
$4.81M -$3.47M -47,132 -38%
HMS
1949
Hanseatic Management Services
New Mexico
$4.8M -$129K -1,748 -2%
ACA
1950
Atlas Capital Advisors
Wyoming
$4.8M +$119K +1,616 +2%