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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1026
Beacon Financial Group
Texas
$587K +$139K +3,506 +33%
PAWC
1027
P.A.W. Capital
Connecticut
$586K – – –
CCA
1028
Catalyst Capital Advisors
New York
$584K – – –
AWMF
1029
Arbor Wealth Management (Florida)
Florida
$580K -$1.11K -28 -0.2%
FGP
1030
Foyston, Gordon, & Payne
Ontario, Canada
$580K +$13.5K +340 +3%
GD
1031
Grandfield & Dodd
New York
$574K +$35.6K +899 +7%
GI
1032
GAMCO Investors
Connecticut
$573K -$156K -3,930 -22%
FFA
1033
First Foundation Advisors
California
$571K -$6.1K -154 -1%
MME
1034
Meag Munich Ergo
Germany
$571K – – –
OMCS
1035
Old Mutual Customised Solutions
South Africa
$569K – – –
ACM
1036
Alta Capital Management
Utah
$568K -$27.3K -690 -5%
B
1037
BancorpSouth
Mississippi
$567K -$33.8K -852 -6%
IP
1038
Investment Partners
Ohio
$566K +$499K +12,599 New
GKWIM
1039
Gerber Kawasaki Wealth & Investment Management
California
$562K -$18.6K -470 -3%
GW
1040
GW & Wade
Massachusetts
$558K -$151K -3,801 -22%
NFGCM
1041
Norman Fields Gottscho Capital Management
New York
$558K – – –
ICM
1042
IMS Capital Management
Oregon
$556K +$20.8K +524 +4%
CAI
1043
Capital Advisors Inc
Oklahoma
$555K – – –
DAS
1044
Dynamic Advisor Solutions
Arizona
$555K -$32.8K -827 -6%
BCM
1045
Brown Capital Management
Maryland
$553K -$36.1K -911 -6%
AAM
1046
Aureus Asset Management
Massachusetts
$551K +$8.72K +220 +2%
RCAG
1047
Rehmann Capital Advisory Group
Michigan
$549K +$144K +3,638 +38%
OC
1048
Oarsman Capital
Wisconsin
$545K -$64.3K -1,622 -11%
Cetera Investment Advisers
1049
Cetera Investment Advisers
Illinois
$545K +$70.2K +1,773 +16%
BLA
1050
Balter Liquid Alternatives
Massachusetts
$543K +$514K +12,978 New