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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1626
Cedar Brook Financial Partners
Ohio
$486K -$33.7K -755 -6%
SA
1627
Syntax Advisors
New York
$485K -$54.1K -1,211 -10%
VCG
1628
Vantage Consulting Group
Virginia
$485K -$54.1K -1,211 -10%
KFP
1629
KB Financial Partners
New Jersey
$485K -$5.89K -132 -1%
ICG
1630
InterOcean Capital Group
Tennessee
$484K +$27.6K +618 +6%
GEA
1631
Glen Eagle Advisors
New Jersey
$482K +$4.64K +104 +1%
SMH
1632
Sanders Morris Harris
Texas
$482K – – –
ECG
1633
Edge Capital Group
Georgia
$481K -$15.9K -357 -3%
CHAM
1634
Clear Harbor Asset Management
Connecticut
$478K – – –
WCM
1635
Whitener Capital Management
North Carolina
$478K -$53.6K -1,200 -10%
KIG
1636
Kowal Investment Group
Wisconsin
$477K +$24.5K +549 +5%
FAG
1637
Fortitude Advisory Group
Washington
$475K +$105K +2,360 +28%
CA
1638
Crumly & Associates
Illinois
$475K +$39.6K +887 +9%
ZIG
1639
Zullo Investment Group
Pennsylvania
$472K -$20.9K -468 -4%
OFA
1640
Oak Family Advisors
Illinois
$470K -$3.57K -80 -0.7%
TAM
1641
Trillium Asset Management
Massachusetts
$470K +$15.9K +356 +3%
GIM
1642
Goelzer Investment Management
Indiana
$469K +$51.2K +1,146 +12%
HAIM
1643
Hunter Associates Investment Management
Pennsylvania
$469K +$9.96K +223 +2%
MAM
1644
McLean Asset Management
Virginia
$467K +$4.46K +100 +1%
SIG
1645
Sargent Investment Group
Maryland
$466K +$40.9K +917 +10%
CCA
1646
Cottonwood Capital Advisors
Utah
$466K +$253K +5,672 +117%
ECM
1647
Estabrook Capital Management
New York
$465K -$30.4K -680 -6%
AF
1648
Apexium Financial
Texas
$464K -$2.59K -58 -0.6%
PCM
1649
Pointe Capital Management
Michigan
$463K +$2.19K +49 +0.5%
PC
1650
Port Capital
Illinois
$463K -$87.6K -1,961 -16%