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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1251
Bell Bank
North Dakota
$646K – – –
SMC
1252
Smith, Moore & Co
Missouri
$644K +$267K +2,100 +76%
HH
1253
Hilltop Holdings
Texas
$639K – – –
JWA
1254
JFS Wealth Advisors
Pennsylvania
$633K +$69.3K +545 +13%
AMM
1255
American Money Management
California
$629K +$9.67K +76 +2%
HA
1256
Halsey Associates
Connecticut
$628K +$9.16K +72 +2%
FIM
1257
Freedom Investment Management
Connecticut
$627K +$267K +2,098 +79%
CIS
1258
Connors Investor Services
Pennsylvania
$626K +$260K +2,042 +76%
Capstone Investment Advisors
1259
Capstone Investment Advisors
New York
$621K +$598K +4,699 New
YP
1260
Yellowstone Partners
Idaho
$619K +$238K +1,869 +66%
TPWA
1261
TRUE Private Wealth Advisors
Oregon
$618K +$595K +4,675 New
PIM
1262
Partner Investment Management
California
$612K -$517K -4,066 -47%
GKWIM
1263
Gerber Kawasaki Wealth & Investment Management
California
$611K +$588K +4,622 New
SIM
1264
SSI Investment Management
California
$608K – – –
PFA
1265
Pure Financial Advisors
California
$607K – – –
DMC
1266
Drexel Morgan & Co
Pennsylvania
$607K +$12.7K +100 +2%
AB
1267
Atlas Brown
Kentucky
$605K -$1.65K -13 -0.3%
CCG
1268
Chatham Capital Group
Georgia
$604K -$95.4K -750 -14%
FFBTD
1269
First Financial Bank - Trust Division
Ohio
$595K -$1.91K -15 -0.3%
AIM
1270
Arcadia Investment Management
Michigan
$595K – – –
AA
1271
ALPS Advisors
Colorado
$595K +$24.7K +194 +5%
FDCC
1272
Foster Dykema Cabot & Co
Massachusetts
$594K – – –
TFA
1273
Transamerica Financial Advisors
Florida
$591K +$297K +2,336 +110%
PAI
1274
Pittenger & Anderson Inc
Nebraska
$590K +$179K +1,405 +46%
SCP
1275
Sandhill Capital Partners
New York
$586K -$316K -2,482 -36%