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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1201
Gradient Investments
Minnesota
$994K -$59.1K -538 -6%
SHWM
1202
Smith & Howard Wealth Management
Georgia
$992K +$329K +2,998 +53%
GC
1203
Garde Capital
Washington
$989K -$144K -1,310 -13%
BIM
1204
Barton Investment Management
Pennsylvania
$989K
WOC
1205
West Oak Capital
California
$988K +$89.5K +815 +10%
ACM
1206
Apex Capital Management
Ohio
$986K
SCA
1207
Strategic Capital Alternatives
United States
$985K +$645K +5,872 +203%
CT
1208
Coastline Trust
Rhode Island
$978K +$34.6K +315 +4%
SCP
1209
Sandhill Capital Partners
New York
$976K -$200K -1,823 -18%
HTHT
1210
Hemenway Trust Hemenway Trust
New Hampshire
$975K -$35.7K -325 -4%
TYCC
1211
Texas Yale Capital Corp
Florida
$973K
FDCC
1212
Foster Dykema Cabot & Co
Massachusetts
$970K -$114K -1,040 -11%
NA
1213
Navellier & Associates
Nevada
$959K -$1.87M -17,040 -67%
NFG
1214
Nadler Financial Group
Illinois
$959K -$96.2K -876 -9%
FPCM
1215
Financial Partners Capital Management
New York
$954K
IB
1216
Intrust Bank
Kansas
$954K +$21K +191 +2%
CFA
1217
Cahill Financial Advisors
Minnesota
$945K -$49.4K -450 -5%
Twin Tree Management
1218
Twin Tree Management
Texas
$943K -$2.62M -23,832 -74%
HWA
1219
Heritage Wealth Advisors
Virginia
$939K +$12.3K +112 +1%
FFC
1220
First Financial Corp
Indiana
$938K -$16.5K -150 -2%
TWA
1221
TCI Wealth Advisors
Arizona
$935K +$48.9K +445 +6%
WPC
1222
White Pine Capital
Minnesota
$931K -$357K -3,250 -28%
BFM
1223
Boston Financial Management
Massachusetts
$931K -$40.7K -371 -4%
RT
1224
Rockland Trust
Massachusetts
$930K +$22K +200 +3%
MHS
1225
M Holdings Securities
Oregon
$927K +$14.1K +128 +2%