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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1551
Chilton Investment Company
Connecticut
$265K +$30.1K +500 +13%
PAA
1552
Peregrine Asset Advisers
Oregon
$264K -$6.03K -100 -2%
AF
1553
Affiance Financial
Minnesota
$264K
NWP
1554
Northstar Wealth Partners
Connecticut
$263K +$56.2K +933 +27%
SSW
1555
Smith Shellnut Wilson
Mississippi
$261K -$71K -1,178 -21%
AW
1556
Alpha Windward
Massachusetts
$261K -$4.94K -82 -2%
TFF
1557
The Family Firm
Maryland
$261K -$2.05K -34 -0.8%
PFC
1558
Phocas Financial Corp
California
$261K
LA
1559
LVW Advisors
New York
$261K +$262K +4,355 New
AFG
1560
Albion Financial Group
Utah
$260K
SC
1561
Stratford Consulting
Texas
$258K -$12K -199 -4%
GWA
1562
Guidant Wealth Advisors
Illinois
$258K
FM
1563
Foster & Motley
Ohio
$257K -$102K -1,689 -28%
TCM
1564
Tradewinds Capital Management
Washington
$257K -$10.2K -170 -4%
BWM
1565
BerganKDV Wealth Management
Minnesota
$256K -$251K -4,164 -49%
AA
1566
Alesco Advisors
New York
$256K
LI
1567
Lafayette Investments
Maryland
$256K
NFG
1568
Nations Financial Group
Iowa
$256K +$241 +4 +0.1%
BWM
1569
Baystate Wealth Management
Massachusetts
$256K +$603 +10 +0.2%
HC
1570
Henshaw Capital
Massachusetts
$256K
BDWM
1571
Brewin Dolphin Wealth Management
Ireland
$255K
MIH
1572
Madison Investment Holdings
Wisconsin
$254K -$18.4K -305 -7%
VWA
1573
V Wealth Advisors
Kansas
$254K +$264K +4,380 New
NFC
1574
Northeast Financial Consultants
Connecticut
$253K -$11.1K -185 -4%
GAM
1575
Gemmer Asset Management
California
$252K -$5.91K -98 -2%