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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1001
Sunbelt Securities
Texas
$447K -$14.4K -58 -3%
Lido Advisors
1002
Lido Advisors
California
$445K +$102K +412 +27%
NERM
1003
New England Research & Management
Illinois
$443K +$483K +1,950 New
GG
1004
Gofen & Glossberg
Illinois
$442K – – –
SIM
1005
SSI Investment Management
California
$441K -$60.2K -243 -11%
SWM
1006
SeaCrest Wealth Management
New York
$441K +$18.3K +74 +4%
FCB
1007
First Command Bank
Texas
$440K +$24.8K +100 +5%
FCFS
1008
First Command Financial Services
Texas
$440K +$24.8K +100 +5%
SAM
1009
Silvercrest Asset Management
New York
$439K -$31K -125 -6%
NIM
1010
Northeast Investment Management
Massachusetts
$434K +$474K +1,913 New
ACM
1011
Azimuth Capital Management
Michigan
$433K – – –
WI
1012
WrapManager Inc
California
$432K -$1.24K -5 -0.3%
DWM
1013
Doyle Wealth Management
Florida
$431K +$106K +427 +29%
MC
1014
Moors & Cabot
Massachusetts
$429K -$21.6K -87 -4%
SCM
1015
Shelton Capital Management
Colorado
$427K – – –
CPIG
1016
Chicago Partners Investment Group
Illinois
$427K +$50K +202 +12%
MJRIC
1017
Mogy Joel R Investment Counsel
California
$425K +$4.95K +20 +1%
FHC
1018
First Heartland Consultants
Missouri
$424K +$248 +1 +0.1%
BFM
1019
Boston Financial Management
Massachusetts
$411K – – –
JWM
1020
JGP Wealth Management
Oregon
$411K +$448K +1,810 New
MCM
1021
MAI Capital Management
Ohio
$410K +$27K +109 +6%
RIA
1022
Regal Investment Advisors
Michigan
$408K -$89.2K -360 -17%
CEP
1023
Chicago Equity Partners
Illinois
$408K -$76.8K -310 -15%
PC
1024
Port Capital
Illinois
$407K +$12.9K +52 +3%
BFS
1025
Bradley Foster & Sargent
Connecticut
$406K -$248K -1,000 -36%