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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Chesapeake Wealth Management
Virginia
$291K -$62.7K -286 -17%
BP
1002
Ballentine Partners
Massachusetts
$291K +$5.04K +23 +2%
KPW
1003
Kore Private Wealth
New York
$291K +$306K +1,396 New
JCM
1004
Jag Capital Management
Missouri
$290K -$2.22M -10,107 -88%
AAP
1005
Arax Advisory Partners
Colorado
$290K -$3.94K -18 -1%
BAMCO Inc
1006
BAMCO Inc
New York
$290K – – –
FC
1007
Financial Consulate
Maryland
$290K +$33.8K +154 +12%
SIC
1008
SFE Investment Counsel
California
$288K – – –
GIA
1009
Gateway Investment Advisers
Ohio
$287K -$25.4K -116 -8%
TIP
1010
Torray Investment Partners
Maryland
$286K – – –
MCM
1011
Monarch Capital Management
Indiana
$285K -$1.53K -7 -0.5%
NP
1012
NorthRock Partners
Minnesota
$283K +$82.8K +378 +39%
EWM
1013
Evermay Wealth Management
Virginia
$282K -$14.7K -67 -5%
BDF
1014
Balasa Dinverno & Foltz
$281K – – –
LPIC
1015
LeJeune Puetz Investment Counsel
Michigan
$281K +$18K +82 +6%
EN1L
1016
Engine No 1 LLC
California
$281K +$295K +1,348 New
ST
1017
Smithfield Trust
Pennsylvania
$280K – – –
ICM
1018
IMS Capital Management
Oregon
$280K +$27.4K +125 +10%
BWM
1019
BerganKDV Wealth Management
Minnesota
$279K +$219K +1,000 +295%
SWP
1020
Strategic Wealth Partners
Ohio
$278K -$373K -1,704 -56%
BCA
1021
Berman Capital Advisors
Georgia
$278K +$41.6K +190 +17%
MCM
1022
Manchester Capital Management
Vermont
$278K +$116K +530 +66%
PCP
1023
Proficio Capital Partners
Massachusetts
$275K -$60.9K -278 -17%
HWMA
1024
Heritage Wealth Management (Arizona)
Arizona
$275K -$16.9K -77 -6%
MFG
1025
Merit Financial Group
Georgia
$275K – – –