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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1676
Monetary Management Group
Missouri
$312K -$13K -400 -4%
SFWA
1677
Summit Financial Wealth Advisors
Louisiana
$312K +$324K +9,960 New
CFD
1678
Creative Financial Designs
Indiana
$311K -$11K -337 -3%
ZAM
1679
Zevin Asset Management
Massachusetts
$310K – – –
AIM
1680
Advantage Investment Management
Iowa
$310K +$53.4K +1,640 +20%
AIA
1681
Allegis Investment Advisors
Idaho
$309K +$322K +9,881 New
ACM
1682
Argent Capital Management
Missouri
$308K -$9.77K -300 -3%
HIM
1683
Hillsdale Investment Management
Ontario, Canada
$307K +$310K +9,510 +3,170%
BFIM
1684
Beese Fulmer Investment Management
Ohio
$306K – – –
AB
1685
Atlas Brown
Kentucky
$306K +$14K +430 +5%
LA
1686
Lau Associates
Delaware
$305K -$7.17K -220 -2%
CC
1687
Cedar Capital
Illinois
$305K +$64.3K +1,974 +25%
MC
1688
Mathes Company
New York
$304K – – –
AZA
1689
Arthur Zaske & Associates
Michigan
$304K +$17.3K +531 +6%
TFF
1690
The Family Firm
Maryland
$302K +$315K +9,662 New
MWM
1691
Meridian Wealth Management
Kentucky
$301K +$79.7K +2,445 +34%
CCIA
1692
Campbell & Co Investment Adviser
Maryland
$301K +$313K +9,623 New
BI
1693
Bramshill Investments
Florida
$300K +$312K +9,592 New
BCM
1694
Birmingham Capital Management
Alabama
$299K +$15.5K +475 +5%
NMC
1695
Nine Masts Capital
Hong Kong
$299K +$311K +9,554 New
HJA
1696
Hugh Johnson Advisors
New York
$296K +$29K +890 +10%
HCM
1697
Hilton Capital Management
New York
$295K -$539K -16,531 -64%
SAA
1698
Southeast Asset Advisors
Georgia
$295K +$6.45K +198 +2%
FC
1699
Fayerweather Charles
$293K -$111K -3,400 -27%
HCM
1700
Hengehold Capital Management
Ohio
$292K -$4.76K -146 -2%