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Name Holding Trade Value Shares
Change
Change in
Stake
BA
4076
Bellwether Advisors
Nebraska
$311K +$3.2K +28 +1%
MCM
4077
McRae Capital Management
New Jersey
$308K
AL
4078
ADE LLC
Maryland
$308K +$15.3K +134 +6%
RWRC
4079
R.W. Roge & Company
New York
$307K
SAM
4080
S.A. Mason
Michigan
$307K
GSC
4081
G&S Capital
Colorado
$306K -$44.3K -388 -14%
GIM
4082
Groesbeck Investment Management
New Jersey
$305K
SF
4083
Safeguard Financial
Wisconsin
$305K +$21.1K +185 +9%
BCM
4084
Basso Capital Management
Connecticut
$305K +$267K +2,336 New
FPIS
4085
Financial Planning & Information Services
Wisconsin
$304K +$16K +140 +6%
PCM
4086
Prelude Capital Management
New York
$303K +$265K +2,321 New
HVCM
4087
Hel Ved Capital Management
Hong Kong
$301K +$264K +2,310 New
CAM
4088
CPA Asset Management
Florida
$300K
FP
4089
Foundry Partners
Minnesota
$300K
MIM
4090
Montgomery Investment Management
Maryland
$300K
PIM
4091
Provident Investment Management
Michigan
$300K
APS
4092
American Planning Services
Florida
$297K
OCFG
4093
O'Connor Financial Group
Illinois
$294K +$34.6K +303 +15%
SCM
4094
Stordahl Capital Management
Colorado
$294K
PL
4095
Parthenon LLC
Kentucky
$293K
FFL
4096
Financial Freedom LLC
Ohio
$293K
BP
4097
BCK Partners
New York
$291K +$5.71K +50 +2%
PMG
4098
Private Management Group
California
$290K -$357K -3,129 -58%
SHFA
4099
SC&H Financial Advisors
Maryland
$290K -$56.8K -497 -18%
RFP
4100
Roth Financial Partners
Texas
$289K