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Name Holding Trade Value Shares
Change
Change in
Stake
AZA
1326
Arthur Zaske & Associates
Michigan
$617K
FC
1327
Fayerweather Charles
$613K -$232K -1,800 -28%
PFA
1328
Pure Financial Advisors
California
$613K -$30.5K -237 -5%
CBU
1329
CIBC Bank USA
Illinois
$609K -$33.1K -257 -5%
BW
1330
Biegel & Waller
Maryland
$609K +$567K +4,397 New
SIM
1331
SSI Investment Management
California
$607K -$12.6K -98 -2%
1GA
1332
1st Global Advisors
Texas
$606K -$1M -7,769 -63%
MAM
1333
Mark Asset Management
New York
$603K
DMC
1334
Drexel Morgan & Co
Pennsylvania
$602K
AW
1335
Alpha Windward
Massachusetts
$600K +$30.7K +238 +6%
BG
1336
Bollard Group
Massachusetts
$598K +$644 +5 +0.1%
Koshinski Asset Management
1337
Koshinski Asset Management
Illinois
$596K +$16.2K +126 +3%
MFIMFI
1338
Mesirow Financial Investment Management - Fixed Income
Illinois
$593K -$282K -2,190 -33%
VDI
1339
Vaughan David Investments
Illinois
$593K -$142K -1,100 -20%
AMM
1340
American Money Management
California
$592K +$10.3K +80 +2%
MSFP
1341
Mark Sheptoff Financial Planning
Connecticut
$590K
SQA
1342
Simon Quick Advisors
New Jersey
$590K +$568K +4,403 New
FDCC
1343
Foster Dykema Cabot & Co
Massachusetts
$587K
HCM
1344
Hall Capital Management
Rhode Island
$587K +$564K +4,378 New
SAM
1345
Strategy Asset Managers
California
$586K +$9.67K +75 +2%
BMCM
1346
Bryn Mawr Capital Management
Pennsylvania
$582K +$560K +4,344 New
PFO
1347
Pathstone Family Office
New Jersey
$579K +$382K +2,962 +219%
CFA
1348
Camarda Financial Advisors
Florida
$578K +$41.6K +323 +8%
CWA
1349
Cypress Wealth Advisors
California
$575K +$35.4K +275 +7%
MSAM
1350
Moloney Securities Asset Management
Missouri
$574K +$552K +4,284 New