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Name Holding Trade Value Shares
Change
Change in
Stake
NME
1901
Notis-McConarty Edward
$743K -$28.5K -600 -4%
BFA
1902
Bill Few Associates
Pennsylvania
$740K -$6.03K -127 -0.8%
SAA
1903
Southeast Asset Advisors
Georgia
$740K +$2.99K +63 +0.4%
CIM
1904
CIM Investment Management
Pennsylvania
$739K -$4.32K -91 -0.6%
AIM
1905
Allen Investment Management
New York
$739K -$6.13K -129 -0.8%
FI
1906
Financial Insights
Washington
$739K -$218K -4,601 -23%
LMKC
1907
L.M. Kohn & Company
Ohio
$739K +$34.9K +736 +5%
NERM
1908
New England Research & Management
Illinois
$738K -$43.2K -910 -6%
BCP
1909
Blue Chip Partners
Michigan
$737K -$16.9M -356,231 -96%
GAG
1910
GM Advisory Group
New York
$737K -$70K -1,474 -9%
KAS
1911
KPP Advisory Services
Kentucky
$736K -$31.5K -663 -4%
LCM
1912
LCM Capital Management
Illinois
$736K +$10.8K +227 +1%
WA
1913
Wealth Architects
California
$736K +$6.84K +144 +0.9%
FFO
1914
Fiduciary Family Office
Florida
$735K -$102K -2,140 -12%
FAG
1915
Fortitude Advisory Group
Washington
$734K -$39.2K -825 -5%
TPW
1916
Transatlantique Private Wealth
New York
$733K -$4.23K -89 -0.6%
MF
1917
Meridian Financial
Massachusetts
$732K
PCP
1918
Proficio Capital Partners
Massachusetts
$732K -$36.8K -775 -5%
ZIG
1919
Zullo Investment Group
Pennsylvania
$732K -$4.84K -102 -0.7%
ADMI
1920
Albert D. Mason Inc
Massachusetts
$732K -$7.64K -161 -1%
EFSCE
1921
Enterprise Financial Services Corp (EFSC)
Missouri
$732K -$57K -1,200 -7%
SPWG
1922
Sage Private Wealth Group
Illinois
$731K +$373K +7,854 +104%
MA
1923
MONECO Advisors
Connecticut
$731K -$23.3K -491 -3%
TFIPS
1924
Towarzystwo Funduszy Inwestycyjnych PZU SA
$726K +$292K +6,150 +67%
MIM
1925
Morningstar Investment Management
Illinois
$724K