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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1001
Lido Advisors
California
$445K +$102K +412 +27%
NERM
1002
New England Research & Management
Illinois
$443K +$483K +1,950 New
GG
1003
Gofen & Glossberg
Illinois
$442K
SIM
1004
SSI Investment Management
California
$441K -$60.2K -243 -11%
SWM
1005
SeaCrest Wealth Management
New York
$441K +$18.3K +74 +4%
FCB
1006
First Command Bank
Texas
$440K +$24.8K +100 +5%
FCFS
1007
First Command Financial Services
Texas
$440K +$24.8K +100 +5%
SAM
1008
Silvercrest Asset Management
New York
$439K -$31K -125 -6%
NIM
1009
Northeast Investment Management
Massachusetts
$434K +$474K +1,913 New
ACM
1010
Azimuth Capital Management
Michigan
$433K
WI
1011
WrapManager Inc
California
$432K -$1.24K -5 -0.3%
DWM
1012
Doyle Wealth Management
Florida
$431K +$106K +427 +29%
MC
1013
Moors & Cabot
Massachusetts
$429K -$21.6K -87 -4%
SCM
1014
Shelton Capital Management
Colorado
$427K
CPIG
1015
Chicago Partners Investment Group
Illinois
$427K +$50K +202 +12%
MJRIC
1016
Mogy Joel R Investment Counsel
California
$425K +$4.95K +20 +1%
FHC
1017
First Heartland Consultants
Missouri
$424K +$248 +1 +0.1%
BFM
1018
Boston Financial Management
Massachusetts
$411K
JWM
1019
JGP Wealth Management
Oregon
$411K +$448K +1,810 New
MCM
1020
MAI Capital Management
Ohio
$410K +$27K +109 +6%
RIA
1021
Regal Investment Advisors
Michigan
$408K -$89.2K -360 -17%
CEP
1022
Chicago Equity Partners
Illinois
$408K -$76.8K -310 -15%
PC
1023
Port Capital
Illinois
$407K +$12.9K +52 +3%
BFS
1024
Bradley Foster & Sargent
Connecticut
$406K -$248K -1,000 -36%
BFA
1025
Bragg Financial Advisors
North Carolina
$405K -$49.5K -200 -10%