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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1151
Allworth Financial
California
$392K
MKC
1152
M. Kraus & Co
Vermont
$387K -$1.49K -10 -0.4%
GJCM
1153
Grand Jean Capital Management
California
$387K
SIM
1154
SSI Investment Management
California
$386K
FPFS
1155
First Personal Financial Services
North Carolina
$385K
SIG
1156
Schooner Investment Group
Pennsylvania
$385K
SWA
1157
Sutton Wealth Advisors
Florida
$380K +$376K +2,533 New
NG
1158
Northstar Group
New York
$379K -$31.2K -210 -8%
PMG
1159
ProVise Management Group
Florida
$378K
AWA
1160
Arete Wealth Advisors
Illinois
$378K +$33.9K +228 +10%
IIM
1161
Ivory Investment Management
New York
$377K +$373K +2,513 New
QCG
1162
Quadrant Capital Group
Ohio
$375K +$25.1K +169 +7%
HIS
1163
Horizon Investment Services
Indiana
$372K +$368K +2,478 New
CAG
1164
Crestwood Advisors Group
Massachusetts
$370K -$8.91K -60 -2%
PCM
1165
Prelude Capital Management
New York
$369K -$596K -4,012 -62%
FSA
1166
Franklin Street Advisors
North Carolina
$369K
CAAS
1167
Capital Asset Advisory Services
Michigan
$369K +$29.7K +200 +9%
ATIA
1168
American Trust Investment Advisors
New Hampshire
$369K +$365K +2,460 New
CHAM
1169
Clear Harbor Asset Management
Connecticut
$368K
NIC
1170
Northwest Investment Counselors
Oregon
$368K +$9.36K +63 +3%
CAM
1171
Cubic Asset Management
Massachusetts
$361K
WKWM
1172
Walter & Keenan Wealth Management
Indiana
$360K +$44.6K +300 +14%
MCM
1173
McKinley Capital Management
Alaska
$357K -$1.19K -8 -0.3%
BSB
1174
Bangor Savings Bank
Maine
$356K +$12.3K +83 +4%
CCG
1175
Chatham Capital Group
Georgia
$355K