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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
501
Wellington Shields & Co
New York
$624K -$11K -300 -2%
CIA
502
Concurrent Investment Advisors
Florida
$622K +$644K +17,579 New
SMWM
503
Silvia McColl Wealth Management
California
$621K
SB
504
Simmons Bank
Arkansas
$618K -$14.4K -392 -2%
BBI
505
Baxter Bros Inc
Connecticut
$615K
CL
506
COWA LLC
Oklahoma
$615K -$15K -410 -2%
SCTC
507
Sanibel Captiva Trust Company
Florida
$607K +$628K +17,139 New
FPCP
508
Fort Point Capital Partners
California
$604K
NSIM
509
North Star Investment Management
Illinois
$601K -$7.47K -204 -1%
AIC
510
Archer Investment Corporation
Indiana
$598K +$256 +7 +0%
SC
511
Syon Capital
California
$598K -$7.87K -215 -1%
GWMR
512
GC Wealth Management RIA
Massachusetts
$597K +$618K +16,873 New
FA
513
Fiduciary Alliance
South Carolina
$580K +$7.32K +200 +1%
EP
514
Edgestream Partners
New Jersey
$577K -$114K -3,109 -16%
FVWA
515
Foster Victor Wealth Advisors
South Carolina
$576K +$229K +6,250 +63%
JSC
516
Jackson Square Capital
California
$576K -$45.3K -1,236 -7%
NAS
517
Nicolet Advisory Services
Wisconsin
$572K -$21.9K -599 -4%
AMIM
518
Aull & Monroe Investment Management
Alabama
$571K -$5.53K -151 -0.9%
CA
519
Crumly & Associates
Illinois
$570K -$36K -983 -6%
BFS
520
Burrus Financial Services
Utah
$565K +$16.9K +461 +3%
WFI
521
West Family Investments
California
$564K
CGL
522
Clarius Group LLC
Washington
$560K +$66.9K +1,827 +13%
ECM
523
Elgethun Capital Management
South Dakota
$555K +$14.5K +395 +3%
WJWM
524
Williams Jones Wealth Management
New York
$553K -$24.9K -681 -4%
LA
525
LVW Advisors
New York
$553K +$101K +2,758 +21%