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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1601
Private Ocean
California
$257K – – –
TFS
1602
TrustCore Financial Services
Tennessee
$257K +$25K +127 +11%
ARTA
1603
A.R.T. Advisors
New York
$253K +$241K +1,223 New
BA
1604
BKS Advisors
Michigan
$252K – – –
CCM
1605
Cribstone Capital Management
Maine
$252K +$10.1K +51 +4%
BWA
1606
BDO Wealth Advisors
Florida
$251K -$2.17K -11 -0.9%
SCP
1607
Syntal Capital Partners
Texas
$250K -$985 -5 -0.4%
CAM
1608
Cypress Asset Management
Texas
$249K -$1.97K -10 -0.8%
KTA
1609
Keeley-Teton Advisors
Illinois
$249K – – –
RC
1610
Randolph Company
Ohio
$249K – – –
LFR
1611
Lehman Financial Resources
Pennsylvania
$249K +$237K +1,205 New
NA
1612
Nottingham Advisors
New York
$248K – – –
TMAM
1613
Tokio Marine Asset Management
Japan
$245K -$111K -561 -32%
BRM
1614
Boston Research & Management
Massachusetts
$244K -$31.5K -160 -12%
WG
1615
Welch Group
Alabama
$244K – – –
DW
1616
Domani Wealth
Pennsylvania
$243K +$231K +1,172 New
IWC
1617
Integrated Wealth Concepts
Massachusetts
$241K -$86.5K -439 -27%
GHA
1618
GW Henssler & Associates
Georgia
$241K -$3.94K -20 -2%
B
1619
Bridgeworth
Alabama
$240K +$70.4K +357 +23%
GIA
1620
Guyasuta Investment Advisors
Pennsylvania
$239K – – –
HCM
1621
Harvest Capital Management
New Hampshire
$238K – – –
DWM
1622
Destination Wealth Management
California
$238K +$101K +511 +80%
DP
1623
Denver PWM
Colorado
$238K +$244K +1,239 New
PC
1624
Port Capital
Illinois
$237K +$225K +1,143 New
DDPIC
1625
Deroy & Devereaux Private Investment Counsel
Michigan
$236K -$9.85K -50 -4%