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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1476
Capital International
California
$797K -$1.04M -10,140 -57%
HEIP
1477
Hudson Edge Investment Partners
New Jersey
$796K +$79.3K +775 +11%
SAM
1478
Smithbridge Asset Management
Pennsylvania
$795K -$8.39K -82 -1%
WAG
1479
Winthrop Advisory Group
Massachusetts
$795K +$179K +1,750 +30%
SP
1480
Successful Portfolios
Florida
$793K +$2.04K +20 +0.3%
ACS
1481
Archford Capital Strategies
Illinois
$790K +$770K +7,533 New
HB
1482
Homrich & Berg
Georgia
$785K +$52.6K +514 +7%
1WA
1483
180 Wealth Advisors
Washington
$785K +$115K +1,121 +18%
AIM
1484
Acropolis Investment Management
Missouri
$783K -$494K -4,828 -39%
CCC
1485
Chelsea Counsel Company
California
$783K -$20.5K -200 -3%
ERIM
1486
Eagle Ridge Investment Management
Connecticut
$783K -$18.2K -178 -2%
CCG
1487
Chatham Capital Group
Georgia
$783K -$11.9K -116 -2%
MC
1488
Mathes Company
New York
$781K +$312K +3,050 +69%
CSA
1489
Cottage Street Advisors
Massachusetts
$780K -$321K -3,136 -30%
KFGK
1490
Keystone Financial Group (Kentucky)
Kentucky
$780K +$55K +538 +8%
PG
1491
Patten Group
Tennessee
$780K +$93.6K +915 +14%
SC
1492
Saybrook Capital
North Carolina
$776K – – –
WIM
1493
Westside Investment Management
California
$774K +$157K +1,539 +27%
BRM
1494
Boston Research & Management
Massachusetts
$774K – – –
WPW
1495
Waldron Private Wealth
Pennsylvania
$772K +$7.46K +73 +1%
RA
1496
RiverPark Advisors
New York
$771K -$453K -4,427 -38%
PCG
1497
Private Capital Group
Connecticut
$770K +$12.8K +125 +2%
ONB
1498
Old National Bancorp
Indiana
$769K -$209K -2,041 -22%
NEAM
1499
New England Asset Management
Connecticut
$766K +$706K +6,900 +1,663%
BCA
1500
Bray Capital Advisors
Florida
$757K -$1.93M -18,920 -72%