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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1501
Prelude Capital Management
New York
$306K +$59.8K +2,125 +24%
NAM
1502
Nichols Asset Management
Massachusetts
$304K – – –
SMC
1503
Smith, Moore & Co
Missouri
$303K -$57.7K -2,050 -16%
PAG
1504
Pinnacle Advisory Group
Maryland
$303K -$28.7K -1,019 -8%
FSC
1505
Fiduciary Services Corp
Georgia
$302K +$14.8K +526 +5%
DMC
1506
Drexel Morgan & Co
Pennsylvania
$300K +$307K +10,920 New
Simplex Trading
1507
Simplex Trading
Illinois
$299K +$306K +10,882 New
MIAN
1508
Mariner Independent Advisor Network
Kansas
$299K -$121K -4,295 -28%
CFA
1509
Cahill Financial Advisors
Minnesota
$298K +$304K +10,793 New
WCM
1510
Windsor Capital Management
Arizona
$295K -$94K -3,339 -24%
BCM
1511
Brown Capital Management
Maryland
$294K – – –
IAMOG
1512
Investors Asset Management of Georgia
Georgia
$293K -$5.63K -200 -2%
KA
1513
Kovack Advisors
Florida
$291K -$48.5K -1,723 -14%
AF
1514
Allworth Financial
California
$290K +$901 +32 +0.3%
LA
1515
Lau Associates
Delaware
$287K – – –
HCM
1516
Hengehold Capital Management
Ohio
$286K +$5.18K +184 +2%
PMFA
1517
Plante Moran Financial Advisors
Michigan
$284K -$59.5K -2,114 -17%
MFW
1518
Meristem Family Wealth
Minnesota
$282K +$12.7K +450 +5%
BFM
1519
Boothbay Fund Management
New York
$282K +$288K +10,246 New
PAA
1520
Peregrine Asset Advisers
Oregon
$278K +$1.83K +65 +0.6%
EWA
1521
EP Wealth Advisors
California
$277K -$5.12K -182 -2%
WRM
1522
Weybosset Research & Management
Rhode Island
$276K +$901 +32 +0.3%
SHWM
1523
Smith & Howard Wealth Management
Georgia
$276K +$282K +10,027 New
LPC
1524
Loeb Partners Corp
New York
$275K -$563K -20,000 -67%
NPF
1525
Norris Perne & French
Michigan
$274K -$41.5K -1,475 -13%