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Name Holding Trade Value Shares
Change
Change in
Stake
DPA
1301
Delphi Private Advisors
California
$62K -$9.64K -336 -14%
CG
1302
Cutler Group
California
$61K -$551K -19,202 -90%
TDC
1303
Thompson Davis & Co
Virginia
$60K -$20K -696 -26%
HDIM
1304
Hanson & Doremus Investment Management
Vermont
$60K
PCP
1305
Proficio Capital Partners
Massachusetts
$58K +$26.2K +912 +93%
BL
1306
Balentine LLC
Georgia
$56K -$5.17K -180 -9%
WA
1307
Winfield Associates
Ohio
$56K +$23K +800 +77%
FPTW
1308
Franklin, Parlapiano, Turner & Welch
Texas
$55K
AWM
1309
AllSquare Wealth Management
New York
$54K
RMPWM
1310
Rocky Mountain Private Wealth Management
Texas
$51K
WC
1311
Whitnell & Co
Illinois
$51K
TFO
1312
Tarbox Family Office
California
$51K +$10.3K +358 +27%
JIR
1313
James Investment Research
Ohio
$48K
GWS
1314
Glassman Wealth Services
Virginia
$48K +$57 +2 +0.1%
MFBTD
1315
MB Financial Bank - Trust Department
Illinois
$47K -$7.52K -262 -14%
AIM
1316
Acrospire Investment Management
Illinois
$43K +$40.2K +1,400 New
JAM
1317
Jolley Asset Management
North Carolina
$42K +$39K +1,360 New
ARMC
1318
American Research & Management Company
Massachusetts
$41K
MA
1319
MCF Advisors
Kentucky
$41K
EP
1320
Edinburgh Partners
United Kingdom
$40K
KLI
1321
Kelman-Lazarov Inc
Tennessee
$40K +$37.1K +1,292 New
BCFS
1322
Butensky & Cohen Financial Security
Florida
$39K +$11.2K +390 +44%
CFA
1323
Camarda Financial Advisors
Florida
$38K
RAM
1324
Riggs Asset Management
Pennsylvania
$38K
WIC
1325
Woodmont Investment Counsel
Tennessee
$35K