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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1551
Palisades Hudson Asset Management
Florida
$336K
CC
1552
Capital Counsel
New York
$335K
KWMG
1553
King Wealth Management Group
Florida
$334K +$73.4K +376 +28%
TCPWM
1554
Traverso Chambers Private Wealth Management
California
$334K +$335K +1,716 New
CFSG
1555
Community Financial Services Group
Vermont
$331K
SP
1556
Successful Portfolios
Florida
$331K
CA
1557
Calton & Associates
Florida
$330K -$89.4K -458 -21%
PWPS
1558
Pinnacle Wealth Planning Services
Ohio
$330K +$5.07K +26 +2%
OPPM
1559
Opus Point Partners Management
New York
$328K -$30.4K -156 -8%
SWK
1560
Stephen W. Kidder
$328K -$22.4K -115 -6%
AOWM
1561
Alpha Omega Wealth Management
Virginia
$328K
RIG
1562
Roosevelt Investment Group
New York
$328K +$21.7K +111 +7%
ICM
1563
IMS Capital Management
Oregon
$327K
SPI
1564
Santori & Peters Inc
Pennsylvania
$327K +$1.95K +10 +0.6%
FIM
1565
Fruth Investment Management
Texas
$327K +$19.5K +100 +6%
Nuveen Fund Advisors
1566
Nuveen Fund Advisors
Illinois
$326K -$249K -1,274 -43%
WRM
1567
Weybosset Research & Management
Rhode Island
$326K -$9.76K -50 -3%
DIM
1568
DC Investments Management
Virginia
$324K +$325K +1,664 New
CAM
1569
Cozad Asset Management
Illinois
$323K
SA
1570
Strategic Advisors
New York
$322K -$40.6K -208 -11%
GIA
1571
Guyasuta Investment Advisors
Pennsylvania
$322K +$97.5K +500 +43%
BCM
1572
BTR Capital Management
California
$321K -$34.1K -175 -10%
PCMC
1573
Private Capital Management (Colorado)
Colorado
$321K +$322K +1,650 New
DCM
1574
Driehaus Capital Management
Illinois
$320K -$3.9K -20 -1%
BCM
1575
Bienville Capital Management
New York
$318K +$319K +1,634 New