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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1951
Hutchinson Capital Management
California
$245K
IFG
1952
Investors Financial Group
Minnesota
$245K +$236K +2,815 New
RVPG
1953
Relative Value Partners Group
$244K +$27.4K +327 +13%
SJL
1954
Shayne & Jacobs LLC
Tennessee
$243K
OCM
1955
Orser Capital Management
Texas
$243K +$234K +2,795 New
PA
1956
Parkside Advisors
California
$240K
RHP
1957
Royal Harbor Partners
Texas
$240K +$232K +2,768 New
SWMG
1958
Strategic Wealth Management Group
Maryland
$239K +$3.35K +40 +1%
Loomis, Sayles & Company
1959
Loomis, Sayles & Company
Massachusetts
$238K -$4.44K -53 -2%
Verition Fund Management
1960
Verition Fund Management
Connecticut
$238K +$230K +2,743 New
APWM
1961
Atlas Private Wealth Management
New York
$238K +$230K +2,744 New
MSA
1962
Marino Stram & Associates
Massachusetts
$237K -$29.6K -353 -11%
CG
1963
Cutler Group
California
$236K -$384K -4,590 -63%
CWM
1964
Campbell Wealth Management
Virginia
$236K
SEIA
1965
Signature Estate & Investment Advisors
California
$236K +$9.46K +113 +4%
BA
1966
Ballast Advisors
Minnesota
$236K +$227K +2,713 New
SWM
1967
Segment Wealth Management
Texas
$236K +$227K +2,716 New
SHA
1968
Seneca House Advisors
Virginia
$234K +$1.51K +18 +0.7%
CS
1969
Capital Square
Tennessee
$233K +$225K +2,688 New
MCP
1970
Mirador Capital Partners
California
$231K -$19K -227 -8%
BCA
1971
Berman Capital Advisors
Georgia
$231K +$168 +2 +0.1%
BAM
1972
Brave Asset Management
New Jersey
$230K -$8.38K -100 -4%
CCFM
1973
Clear Creek Financial Management
Washington
$230K -$1.68K -20 -0.7%
CAL
1974
Capital Advisors Ltd
Ohio
$229K
GWM
1975
GSB Wealth Management
Connecticut
$227K