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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1551
Peak Asset Management
Colorado
$381K +$46.8K +305 +14%
CP
1552
Coho Partners
Pennsylvania
$378K -$12.9K -84 -3%
BOS
1553
Bingham Osborn & Scarborough
California
$374K -$153 -1 -0%
M
1554
MOTCO
Texas
$374K +$184K +1,200 +96%
BWA
1555
BDO Wealth Advisors
Florida
$374K +$374K +2,439 New
CAMG
1556
CWA Asset Management Group
Florida
$371K -$85.9K -560 -19%
SCA
1557
Sippican Capital Advisors
Massachusetts
$369K – – –
RWMH
1558
Riverpoint Wealth Management Holdings
Illinois
$368K -$8.59K -56 -2%
SCP
1559
Seizert Capital Partners
Michigan
$368K – – –
KM
1560
Kalos Management
Georgia
$367K -$87.6K -571 -19%
TIM
1561
Tortoise Investment Management
New York
$367K – – –
HIM
1562
Hillsdale Investment Management
Ontario, Canada
$366K -$29.1K -190 -7%
CCM
1563
Compass Capital Management
Minnesota
$366K -$3.99K -26 -1%
IIC
1564
Integrated Investment Consultants
Michigan
$365K +$145K +945 +66%
CA
1565
Continuum Advisory
Idaho
$364K +$55.4K +361 +18%
OPTFSNA
1566
Old Point Trust & Financial Services N A
Virginia
$363K -$10.1K -66 -3%
LA
1567
LVW Advisors
New York
$360K -$307 -2 -0.1%
PCM
1568
Perritt Capital Management
Illinois
$358K -$7.67K -50 -2%
ITIM
1569
Indiana Trust & Investment Management
Indiana
$358K – – –
SS
1570
Simplicity Solutions
Minnesota
$358K +$15.5K +101 +5%
EM
1571
Excalibur Management
Massachusetts
$357K +$57.5K +375 +19%
JFA
1572
JNBA Financial Advisors
Minnesota
$356K – – –
WFG
1573
Windsor Financial Group
Minnesota
$356K +$6.14K +40 +2%
SHGA
1574
Sand Hill Global Advisors
California
$354K -$8.44K -55 -2%
CGL
1575
Clarius Group LLC
Washington
$354K – – –