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Name Holding Trade Value Shares
Change
Change in
Stake
GW
1151
GW & Wade
Massachusetts
$2.46M +$331K +7,811 +16%
CFA
1152
Carroll Financial Associates
North Carolina
$2.46M -$59.2K -1,397 -2%
CCM
1153
Cribstone Capital Management
Maine
$2.46M +$55.3K +1,304 +2%
FLI
1154
Family Legacy Inc
South Carolina
$2.43M
RIM
1155
Regent Investment Management
Kentucky
$2.42M -$58.7K -1,385 -2%
HAC
1156
Harbor Advisory Corp
New Hampshire
$2.42M -$110K -2,585 -4%
BAM
1157
Boyar Asset Management
New York
$2.41M
MM
1158
Midas Management
New York
$2.41M
NSIM
1159
North Star Investment Management
Illinois
$2.41M +$162K +3,813 +7%
LWM
1160
Lyell Wealth Management
California
$2.39M +$140K +3,311 +6%
SIC
1161
Shoker Investment Counsel
Ohio
$2.39M -$129K -3,034 -5%
PCC
1162
Park Circle Company
Maryland
$2.38M
YMRC
1163
Yorktown Management & Research Company
Virginia
$2.38M
BCFS
1164
Butensky & Cohen Financial Security
Florida
$2.38M -$414K -9,765 -15%
CTA
1165
Chesley Taft & Associates
Illinois
$2.37M -$183K -4,310 -7%
FEG
1166
Fund Evaluation Group
Ohio
$2.37M -$1.19M -28,055 -34%
GT
1167
Greenleaf Trust
Michigan
$2.37M +$72.8K +1,716 +3%
IAS
1168
IMA Advisory Services
Colorado
$2.36M +$1.48M +34,946 +173%
KA
1169
Kovack Advisors
Florida
$2.36M +$492K +11,606 +27%
Lido Advisors
1170
Lido Advisors
California
$2.35M +$891K +21,009 +62%
DSC
1171
Duncker Streett & Co
Missouri
$2.34M +$3.01K +71 +0.1%
ACM
1172
Adalta Capital Management
New York
$2.34M
WA
1173
WBH Advisory
Maryland
$2.33M +$18.9K +445 +0.8%
CCP
1174
Corient Capital Partners
California
$2.32M +$74.7K +1,761 +3%
SCA
1175
Snowden Capital Advisors
New York
$2.31M +$57.7K +1,361 +3%