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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
1701
Michael J. Puzo
$507K +$481K +4,325 New
NAM
1702
NorthCoast Asset Management
Connecticut
$503K -$2.23K -20 -0.5%
SSG
1703
Summit Securities Group
New York
$503K +$479K +4,300 New
SCP
1704
Seizert Capital Partners
Michigan
$502K
PWPS
1705
Pinnacle Wealth Planning Services
Ohio
$502K +$3.45K +31 +0.7%
CC
1706
Cadinha & Co
Hawaii
$501K -$72.5K -651 -13%
BHA
1707
Beech Hill Advisors
New York
$500K
BWA
1708
Burt Wealth Advisors
Maryland
$500K
FFW
1709
Fusion Family Wealth
New York
$500K +$2.78K +25 +0.6%
NFG
1710
Nations Financial Group
Iowa
$500K +$34.4K +309 +8%
BBP
1711
Banco BTG Pactual
Brazil
$499K -$3.11M -27,920 -87%
PSC
1712
Prentiss Smith & Co
Vermont
$499K
HH
1713
Hilltop Holdings
Texas
$497K +$127K +1,144 +37%
MSFP
1714
Mark Sheptoff Financial Planning
Connecticut
$496K
PCM
1715
Poehling Capital Management
Wisconsin
$495K +$449K +4,035 +2,059%
DWM
1716
Doyle Wealth Management
Florida
$494K -$20.8K -187 -4%
OIM
1717
Orca Investment Management
Oregon
$493K -$32.3K -290 -6%
WA
1718
Wheatland Advisors
Pennsylvania
$491K
GLI
1719
Guardian Life Insurance
New York
$491K +$9.57K +86 +2%
DP
1720
Dearborn Partners
Illinois
$489K
AWA
1721
Acorn Wealth Advisors
Michigan
$488K +$8.35K +75 +2%
IA
1722
Independence Advisors
Pennsylvania
$487K +$2.34K +21 +0.5%
KSA
1723
Ken Stern & Associates
California
$486K +$80.1K +720 +21%
ACG
1724
Allen Capital Group
Nebraska
$485K +$65.2K +586 +16%
PIA
1725
Peachtree Investment Advisors
Georgia
$483K