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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
1926
Spectrum Asset Management (California)
California
$261K
CAL
1927
Capital Analysts LLC
Pennsylvania
$260K -$1.12M -2,902 -81%
RIS
1928
Retirement Income Solutions
Michigan
$260K
FMTCOCP
1929
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$260K +$17.7K +46 +7%
SVCP
1930
Silicon Valley Capital Partners
California
$259K +$261K +678 New
FIM
1931
Fernwood Investment Management
Massachusetts
$257K -$63.5K -165 -20%
SAM
1932
Summit Asset Management
Tennessee
$257K -$19.2K -50 -7%
KC
1933
Kingfisher Capital
North Carolina
$257K +$19.6K +51 +8%
CWM
1934
Centric Wealth Management
Illinois
$256K -$125K -325 -33%
RPGK
1935
Retirement Planning Group (Kansas)
Kansas
$254K +$2.31K +6 +0.9%
BFC
1936
Bedel Financial Consulting
Indiana
$253K +$385 +1 +0.2%
GIA
1937
Gladstone Institutional Advisory
Florida
$253K +$255K +662 New
SIM
1938
Sadoff Investment Management
Wisconsin
$252K -$38.5K -100 -13%
LC
1939
Lincoln Capital
Nebraska
$251K +$253K +658 New
WPA
1940
West Paces Advisors
Georgia
$250K
LAIC
1941
Lederer & Associates Investment Counsel
California
$249K -$9.62K -25 -4%
NDSI
1942
Newman Dignan & Sheerar Inc
Rhode Island
$249K -$9.62K -25 -4%
HFA
1943
Huber Financial Advisors
Illinois
$248K +$250K +650 New
HIM
1944
Hotaling Investment Management
Pennsylvania
$245K -$15.4K -40 -6%
CIA
1945
CSat Investment Advisory
Michigan
$245K +$105K +273 +74%
SLA
1946
Silver Lake Advisory
Utah
$245K +$248K +643 New
SWAG
1947
Spectrum Wealth Advisory Group
California
$244K +$246K +640 New
BFM
1948
Boothbay Fund Management
New York
$243K -$63.1K -164 -21%
IIM
1949
Ipswich Investment Management
Massachusetts
$242K
KFC
1950
Klingenstein Fields & Co
New York
$241K -$65.4K -170 -21%