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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1001
Fernwood Investment Management
Massachusetts
$335K – – –
Aptus Capital Advisors
1002
Aptus Capital Advisors
Alabama
$334K +$11.5K +236 +4%
RLKPA
1003
Robbie L. Kennerson P.A.
Florida
$333K +$323K +6,604 New
Global Retirement Partners
1004
Global Retirement Partners
California
$333K +$6.69K +137 +2%
LOPW
1005
Live Oak Private Wealth
North Carolina
$332K – – –
SA
1006
Shilanski & Associates
Alaska
$332K +$322K +6,581 New
SCFS
1007
S.C. Financial Services
Arizona
$331K +$29.9K +613 +10%
SFP
1008
Sweet Financial Partners
Minnesota
$329K +$98 +2 +0%
BHPW
1009
Beverly Hills Private Wealth
California
$329K +$319K +6,525 New
QL
1010
Quarry LP
New York
$329K +$319K +6,521 New
Koshinski Asset Management
1011
Koshinski Asset Management
Illinois
$328K -$21.1K -431 -6%
Ossiam
1012
Ossiam
France
$326K -$825K -16,885 -72%
MFC
1013
Mechanics Financial Corp
Ohio
$326K -$16.4K -335 -5%
JWWM
1014
Johnson & White Wealth Management
Pennsylvania
$325K +$1.43M +29,170 New
AF
1015
Aldebaran Financial
$324K +$10.2K +209 +3%
CB
1016
Cadence Bank
Mississippi
$324K +$20K +410 +7%
Washington Trust
1017
Washington Trust
Rhode Island
$322K -$15.7K -322 -5%
NIM
1018
Northeast Investment Management
Massachusetts
$322K -$70.3K -1,440 -18%
CGH
1019
CMG Global Holdings
Texas
$321K -$72.8K -1,491 -19%
SAM
1020
Sandbar Asset Management
United Kingdom
$320K +$311K +6,358 New
MMG
1021
Monetary Management Group
Missouri
$319K – – –
WAP
1022
Wealthcare Advisory Partners
Pennsylvania
$318K +$7.62K +156 +3%
WP
1023
WealthSource Partners
California
$318K -$2.69K -55 -0.9%
PCM
1024
Parsons Capital Management
Rhode Island
$317K +$19.7K +404 +7%
ZWJ Investment Counsel
1025
ZWJ Investment Counsel
Georgia
$317K – – –