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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1576
Zevin Asset Management
Massachusetts
$229K -$442K -2,500 -65%
BA
1577
BKS Advisors
Michigan
$229K +$1.59K +9 +0.7%
PMFA
1578
Plante Moran Financial Advisors
Michigan
$229K +$136K +770 +141%
KWMG
1579
King Wealth Management Group
Florida
$228K -$8.67K -49 -4%
BCA
1580
Bernzott Capital Advisors
California
$228K – – –
IWC
1581
Integrated Wealth Concepts
Massachusetts
$228K +$223K +1,260 New
SFG
1582
Summit Financial Group
West Virginia
$227K -$26.5K -150 -10%
BI
1583
Boulegeris Investments
Georgia
$227K +$531 +3 +0.2%
CWA
1584
Cypress Wealth Advisors
California
$227K +$3.54K +20 +2%
CI
1585
Cowen Inc
New York
$226K +$230K +1,300 New
WPW
1586
Winthrop Partners - WNY
New York
$226K +$209K +1,181 New
IBOK
1587
Independence Bank of Kentucky
Kentucky
$225K +$229K +1,294 New
HB
1588
Homrich & Berg
Georgia
$224K -$4.07K -23 -2%
DLCIG
1589
D.L. Carlson Investment Group
New Hampshire
$223K -$17.7K -100 -7%
MCTIC
1590
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$222K – – –
GIP
1591
Greatmark Investment Partners
Georgia
$220K -$10.1K -57 -4%
CGL
1592
Clarius Group LLC
Washington
$219K – – –
HF
1593
HRT Financial
New York
$219K +$224K +1,265 New
BFC
1594
Bedel Financial Consulting
Indiana
$217K +$221K +1,246 New
SCA
1595
Stillwater Capital Advisors
Pennsylvania
$214K – – –
WAP
1596
Wealthcare Advisory Partners
Pennsylvania
$210K +$162K +915 +311%
SCP
1597
Syntal Capital Partners
Texas
$210K +$214K +1,208 New
CHP
1598
Cable Hill Partners
Oregon
$209K -$23K -130 -10%
KTA
1599
Keeley-Teton Advisors
Illinois
$209K – – –
CPIG
1600
Chicago Partners Investment Group
Illinois
$209K +$5.31K +30 +3%