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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
951
Shepherd Financial Partners
Massachusetts
$225K -$1.18M -5,024 -83%
ACG
952
Allen Capital Group
Nebraska
$225K – – –
CA
953
Cortland Associates
Missouri
$225K – – –
DY
954
Dowling & Yahnke
California
$225K – – –
PHS
955
Pekin Hardy Strauss
Illinois
$225K – – –
FGAM
956
Financial Gravity Asset Management
Texas
$225K +$2.34K +10 +29%
CFGS
957
Concourse Financial Group Securities
Alabama
$224K +$24.8K +106 +12%
TC
958
Telemus Capital
Michigan
$221K -$7.03K -30 -3%
SIM
959
SSI Investment Management
California
$221K – – –
MA
960
MJP Associates
Connecticut
$219K -$3.28K -14 -1%
LPT
961
Legacy Private Trust
Wisconsin
$219K – – –
SCM
962
Shelton Capital Management
Colorado
$219K – – –
HI
963
Horizon Investments
North Carolina
$219K +$9.37K +40 +4%
IA
964
Insight Advisors
Pennsylvania
$219K +$218K +931 New
SMC
965
Smith, Moore & Co
Missouri
$219K +$229K +977 New
DIA
966
Dean Investment Associates
Ohio
$217K – – –
WKWM
967
Walter & Keenan Wealth Management
Indiana
$217K +$5.86K +25 +3%
MIM
968
Marco Investment Management
Georgia
$215K – – –
SBH
969
Segall Bryant & Hamill
Illinois
$214K -$36.6K -156 -14%
CPA
970
Court Place Advisors
Maryland
$214K – – –
First Manhattan
971
First Manhattan
New York
$214K – – –
KWM
972
Keebeck Wealth Management
Illinois
$214K – – –
BL
973
Balentine LLC
Georgia
$214K +$223K +951 New
FEM
974
Fulcrum Equity Management
Texas
$211K -$9.37K -40 -4%
GF
975
Gabelli Funds
New York
$210K -$2.96M -12,614 -93%