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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1551
Chilton Investment Company
Connecticut
$626K -$70.6K -843 -10%
SP
1552
Successful Portfolios
Florida
$625K -$17.4K -208 -3%
BA
1553
Bristlecone Advisors
Washington
$625K +$270K +3,226 +81%
WP
1554
WealthShield Partners
North Carolina
$624K -$119K -1,419 -16%
MIAS
1555
Mason Investment Advisory Services
Virginia
$624K
TFA
1556
Teamwork Financial Advisors
Texas
$623K +$600K +7,169 New
OAM
1557
Optimal Asset Management
California
$621K +$599K +7,148 New
BW
1558
Bison Wealth
Georgia
$619K -$25.1K -300 -4%
HC
1559
Hamilton Capital
Ohio
$619K +$47.4K +566 +9%
KPCM
1560
Kings Point Capital Management
New York
$617K -$32.8K -392 -5%
PA
1561
Probity Advisors
Texas
$617K -$25.2K -301 -4%
MGIM
1562
M&G Investment Management
United Kingdom
$617K +$594K +7,095 New
EBSAM
1563
Eubel Brady & Suttman Asset Management
Ohio
$616K +$43.8K +523 +8%
SMM
1564
Stadion Money Management
Georgia
$615K -$172K -2,054 -22%
FIA
1565
Foundations Investment Advisors
Arizona
$615K
HR
1566
Hayden Royal
North Carolina
$611K +$92.2K +1,101 +19%
CNB
1567
Camden National Bank
Maine
$606K -$55.4K -661 -9%
FA
1568
FMA Advisory
Pennsylvania
$606K +$13.1K +156 +2%
VWA
1569
V Wealth Advisors
Kansas
$605K
CIAS
1570
Capital Investment Advisory Services
North Carolina
$605K +$78.7K +940 +16%
AWA
1571
ARS Wealth Advisors
Florida
$604K -$26.7K -319 -4%
MMPW
1572
Mitchell McLeod Pugh & Williams
Alabama
$603K -$13K -155 -2%
CIG
1573
Cairn Investment Group
Washington
$603K +$582K +6,944 New
WC
1574
Weil Company
California
$601K -$39K -466 -6%
DA
1575
Doliver Advisors
Texas
$601K -$1.93K -23 -0.3%