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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1701
Buckley Wealth Management
Nevada
$509K -$111 -1 -0%
MJP
1702
Michael J. Puzo
$507K +$481K +4,325 New
NAM
1703
NorthCoast Asset Management
Connecticut
$503K -$2.23K -20 -0.5%
SSG
1704
Summit Securities Group
New York
$503K +$479K +4,300 New
SCP
1705
Seizert Capital Partners
Michigan
$502K – – –
PWPS
1706
Pinnacle Wealth Planning Services
Ohio
$502K +$3.45K +31 +0.7%
CC
1707
Cadinha & Co
Hawaii
$501K -$72.5K -651 -13%
BHA
1708
Beech Hill Advisors
New York
$500K – – –
BWA
1709
Burt Wealth Advisors
Maryland
$500K – – –
FFW
1710
Fusion Family Wealth
New York
$500K +$2.78K +25 +0.6%
NFG
1711
Nations Financial Group
Iowa
$500K +$34.4K +309 +8%
BBP
1712
Banco BTG Pactual
Brazil
$499K -$3.11M -27,920 -87%
PSC
1713
Prentiss Smith & Co
Vermont
$499K – – –
HH
1714
Hilltop Holdings
Texas
$497K +$127K +1,144 +37%
MSFP
1715
Mark Sheptoff Financial Planning
Connecticut
$496K – – –
PCM
1716
Poehling Capital Management
Wisconsin
$495K +$449K +4,035 +2,059%
DWM
1717
Doyle Wealth Management
Florida
$494K -$20.8K -187 -4%
OIM
1718
Orca Investment Management
Oregon
$493K -$32.3K -290 -6%
WA
1719
Wheatland Advisors
Pennsylvania
$491K – – –
GLI
1720
Guardian Life Insurance
New York
$491K +$9.57K +86 +2%
DP
1721
Dearborn Partners
Illinois
$489K – – –
AWA
1722
Acorn Wealth Advisors
Michigan
$488K +$8.35K +75 +2%
IA
1723
Independence Advisors
Pennsylvania
$487K +$2.34K +21 +0.5%
KSA
1724
Ken Stern & Associates
California
$486K +$80.1K +720 +21%
ACG
1725
Allen Capital Group
Nebraska
$485K +$65.2K +586 +16%