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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1101
Keel Point
Alabama
$660K +$13.3K +294 +2%
BHA
1102
Beech Hill Advisors
New York
$658K
GCMG
1103
Gyroscope Capital Management Group
Florida
$658K
SFS
1104
Sowell Financial Services
Arkansas
$656K +$13K +288 +2%
HH
1105
Hilltop Holdings
Texas
$651K +$58.8K +1,298 +11%
CCA
1106
Checchi Capital Advisers
California
$649K -$30.3K -670 -5%
GKWIM
1107
Gerber Kawasaki Wealth & Investment Management
California
$649K -$18.6K -410 -3%
BCM
1108
Becker Capital Management
Oregon
$649K -$13.4K -295 -2%
CCMG
1109
Clark Capital Management Group
Pennsylvania
$649K +$17.9K +395 +3%
NVIM
1110
New Vernon Investment Management
Illinois
$647K
MHS
1111
M Holdings Securities
Oregon
$644K +$72.3K +1,598 +14%
FAM
1112
Formidable Asset Management
Ohio
$642K -$34.4K -760 -5%
WA
1113
Waverly Advisors
Alabama
$641K +$2.63K +58 +0.4%
NFGCM
1114
Norman Fields Gottscho Capital Management
New York
$638K -$9.69K -214 -2%
MFW
1115
Mosaic Family Wealth
Missouri
$629K +$36.3K +801 +7%
CCP
1116
Corient Capital Partners
California
$628K +$20.7K +458 +4%
AFM
1117
Abbot Financial Management
Massachusetts
$627K +$584K +12,908 New
FGP
1118
Foyston, Gordon, & Payne
Ontario, Canada
$624K -$25.3K -560 -4%
PA
1119
Parallel Advisors
California
$622K +$61.8K +1,365 +12%
AF
1120
Arrow Financial
New York
$621K -$9.05K -200 -2%
FCCM
1121
First City Capital Management
Georgia
$621K
B
1122
Bailard
California
$620K -$84.4K -1,865 -13%
AWCI
1123
Alpine Woods Capital Investors
New York
$614K -$951K -21,000 -62%
FDCC
1124
Foster Dykema Cabot & Co
Massachusetts
$613K +$64.5K +1,425 +13%
CYG
1125
Clean Yield Group
Vermont
$604K -$85.6K -1,890 -13%