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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
GHP Investment Advisors
Colorado
$222K +$7.43K +250 +4%
TAM
702
Todd Asset Management
Kentucky
$222K +$156K +5,252 New
OIA
703
Optimum Investment Advisors
Illinois
$222K +$209K +7,046 New
AWMS
704
Advocacy Wealth Management Services
Georgia
$221K -$16.3K -548 -7%
DWA
705
Douglass Winthrop Advisors
New York
$221K
PM
706
Penbrook Management
New York
$221K
HK
707
Horizon Kinetics
New York
$221K +$208K +6,992 New
NPF
708
Norris Perne & French
Michigan
$220K -$114K -3,836 -35%
CDH
709
Charles D. Hyman
$220K -$5.23K -176 -2%
DIA
710
Denver Investment Advisors
Colorado
$219K -$37.1K -1,248 -15%
SSWM
711
Smith Salley Wealth Management
North Carolina
$219K
SFWA
712
Summit Financial Wealth Advisors
Louisiana
$217K +$204K +6,872 New
CIP
713
Convergence Investment Partners
Florida
$216K +$203K +6,828 New
GC
714
Grimes & Company
Massachusetts
$215K -$68K -2,290 -25%
MBT
715
Montecito Bank & Trust
California
$213K +$201K +6,750 New
VF
716
Virtu Financial
New York
$211K +$199K +6,688 New
AWP
717
Ascent Wealth Partners
New York
$210K +$198K +6,650 New
STMM
718
South Texas Money Management
Texas
$207K +$195K +6,564 New
SFSG
719
Stearns Financial Services Group
North Carolina
$205K +$193K +6,486 New
DT
720
Diversified Trust
Tennessee
$205K +$193K +6,488 New
SS
721
Sunbelt Securities
Texas
$205K +$193K +6,494 New
PWW
722
Pettyjohn Wood & White
Virginia
$203K +$191K +6,444 New
LNB
723
Ledyard National Bank
$202K -$1.6K -54 -0.8%
MA
724
Marshwinds Advisory
Georgia
$202K +$190K +6,400 New
AW
725
Alpha Windward
Massachusetts
$200K -$3.86K -130 -2%