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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
526
Cornercap Investment Counsel
Georgia
$584K +$48.2K +1,550 +9%
CSA
527
Cottage Street Advisors
Massachusetts
$580K +$567K +18,200 New
WP
528
WMS Partners
Maryland
$577K -$24.9K -800 -4%
IA
529
IFP Advisors
Florida
$576K +$598K +19,224 New
GJIC
530
Gamble Jones Investment Counsel
California
$573K -$146K -4,700 -20%
CI
531
Constellation Investments
Ohio
$563K +$6.22K +200 +1%
PP
532
Paloma Partners
Connecticut
$558K -$421K -13,536 -42%
OLA
533
Oliver Luxxe Assets
New Jersey
$558K +$614K +19,732 New
BCM
534
BlueCrest Capital Management
Jersey
$554K -$4.92M -158,010 -90%
BAAM
535
Baker Avenue Asset Management
California
$554K -$33.6K -1,080 -6%
PI
536
Putnam Investments
Massachusetts
$551K
IOOF
537
Independent Order of Foresters
Ontario, Canada
$544K -$136K -4,370 -19%
HSA
538
HBK Sorce Advisory
Pennsylvania
$543K +$564K +18,126 New
KIA
539
KCM Investment Advisors
California
$542K +$96.1K +3,088 +21%
MFS
540
MSI Financial Services
Massachusetts
$537K +$236K +7,592 +74%
BFS
541
Bradley Foster & Sargent
Connecticut
$531K -$156K -5,010 -22%
AWMF
542
Arbor Wealth Management (Florida)
Florida
$528K +$573K +18,414 New
TAM
543
Taylor Asset Management
Ontario, Canada
$527K
GAAM
544
Guinness Atkinson Asset Management
California
$526K +$68.5K +2,200 +14%
CMANY
545
Capital Management Associates (New York)
New York
$525K -$8.4K -270 -2%
SAS
546
Spectrum Advisory Services
Georgia
$523K
RBC
547
Ronald Blue & Co
Georgia
$522K -$23.3K -750 -4%
MMG
548
Monetary Management Group
Missouri
$521K -$52.9K -1,700 -9%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$516K +$25.7K +826 +5%
WA
550
WBH Advisory
Maryland
$514K -$52.5K -1,686 -9%