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Name Holding Trade Value Shares
Change
Change in
Stake
CA
876
Clearstead Advisors
Ohio
$314K +$1.34K +6 +0.4%
PCMC
877
Paragon Capital Management (Colorado)
Colorado
$311K +$223 +1 +0.1%
NIA
878
Northstar Investment Advisors
Colorado
$310K – – –
IF
879
Intrua Financial
Texas
$310K +$10K +45 +3%
WI
880
Wedgewood Investors
Pennsylvania
$307K – – –
RM
881
Resource Management
Louisiana
$306K -$139K -623 -30%
SP
882
Successful Portfolios
Florida
$303K -$1.11K -5 -0.3%
WSC
883
Wellington Shields & Co
New York
$303K – – –
AIM
884
Anchor Investment Management
South Carolina
$300K -$668 -3 -0.2%
DMC
885
Drexel Morgan & Co
Pennsylvania
$297K +$315K +1,415 New
CAM
886
Congress Asset Management
Massachusetts
$295K -$33.4K -150 -10%
AMIM
887
Aull & Monroe Investment Management
Alabama
$294K – – –
RA
888
RFG Advisory
Alabama
$291K – – –
MFW
889
Meristem Family Wealth
Minnesota
$291K +$1.11K +5 +0.4%
VHAM
890
Van Hulzen Asset Management
California
$290K -$1.89M -8,480 -86%
DT
891
Diversified Trust
Tennessee
$290K +$307K +1,379 New
MCM
892
Maryland Capital Management
Maryland
$289K – – –
VCM
893
Vivaldi Capital Management
Illinois
$289K – – –
BRM
894
Boston Research & Management
Massachusetts
$288K – – –
TVWM
895
Tower View Wealth Management
Wisconsin
$288K +$125K +563 +70%
LFA
896
Legacy Financial Advisors
Kentucky
$288K +$305K +1,368 New
RC
897
RegentAtlantic Capital
New Jersey
$287K – – –
PMG
898
ProVise Management Group
Florida
$285K -$2.9K -13 -0.9%
GFS
899
GYL Financial Synergies
Connecticut
$285K +$19.2K +86 +7%
TFM
900
TFC Financial Management
Massachusetts
$284K +$300K +1,349 New