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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1301
Abacus Planning Group
South Carolina
$273K +$67 +1 +0%
HI
1302
Horizon Investments
North Carolina
$273K +$276K +4,107 New
WP
1303
WealthSource Partners
California
$272K -$40K -594 -13%
LOAMS
1304
Lombard Odier Asset Management (Switzerland)
Switzerland
$270K -$1.18M -17,519 -81%
ST
1305
Spinnaker Trust
Maine
$269K
FSC
1306
Full Sail Capital
Oklahoma
$269K +$12K +179 +5%
CCM
1307
Coldstream Capital Management
Washington
$268K +$270K +4,020 New
SCM
1308
Salem Capital Management
Massachusetts
$267K
FWM
1309
Focused Wealth Management
New York
$266K -$16.9K -251 -6%
CB
1310
CNB Bank
Pennsylvania
$266K +$11.8K +175 +5%
CPA
1311
Clear Perspective Advisors
Illinois
$265K +$1.68K +25 +0.6%
MWP
1312
Moller Wealth Partners
$264K
MA
1313
Mutual Advisors
Nebraska
$264K +$9.35K +139 +4%
TSW
1314
Thompson Siegel & Walmsley
Virginia
$263K
EIP
1315
Epoch Investment Partners
New York
$262K
CHAM
1316
Clear Harbor Asset Management
Connecticut
$261K -$84.1K -1,250 -24%
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$261K -$14.1K -210 -5%
BPWA
1318
Beacon Pointe Wealth Advisors
California
$260K -$41K -610 -14%
AB
1319
Atlas Brown
Kentucky
$260K -$25.8K -384 -9%
KFS
1320
Kelly Financial Services
Massachusetts
$260K +$262K +3,890 New
DDPIC
1321
Deroy & Devereaux Private Investment Counsel
Michigan
$259K
LIA
1322
LSP Investment Advisors
New York
$259K
LI
1323
LVZ Inc
Michigan
$258K +$67 +1 +0%
CMBA
1324
C.M. Bidwell & Associates
Hawaii
$258K +$260K +3,860 New
PGA
1325
Premia Global Advisors
Florida
$258K +$261K +3,874 New