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Name Holding Trade Value Shares
Change
Change in
Stake
CG
601
Caprock Group
Idaho
$204K +$184K +11,581 New
EA
602
Elm Advisors
California
$202K – – –
DC
603
Davenport & Co
Virginia
$201K -$63.5K -4,000 -26%
WIA
604
Wealthstreet Investment Advisors
Texas
$199K -$19.3K -1,214 -10%
BMO
605
Beck Mack & Oliver
New York
$199K – – –
TIA
606
Tiemann Investment Advisors
California
$198K – – –
AWA
607
ARS Wealth Advisors
Florida
$198K +$159 +10 +0.1%
CII
608
Capital International Inc
California
$198K +$31.5K +1,985 +21%
CWS
609
Cypress Wealth Services
California
$197K +$180K +11,325 New
TCOV
610
Trust Company of Vermont
Vermont
$196K -$56.8K -3,576 -24%
ICM
611
IMS Capital Management
Oregon
$195K +$178K +11,194 New
ZCM
612
Zebra Capital Management
Connecticut
$194K +$5.93K +373 +3%
MCM
613
MAI Capital Management
Ohio
$192K -$28.6K -1,798 -14%
SW
614
SlateStone Wealth
Florida
$192K +$175K +10,991 New
TU
615
TDAM USA
Ontario, Canada
$191K -$5.67K -357 -3%
SWP
616
Stratos Wealth Partners
Ohio
$190K +$173K +10,902 New
SPC
617
Sigma Planning Corp
Michigan
$188K +$171K +10,782 New
TCPWM
618
Traverso Chambers Private Wealth Management
California
$187K – – –
AIA
619
Affinity Investment Advisors
California
$184K +$168K +10,571 New
PVH
620
Psagot Value Holdings
Israel
$183K -$79.3K -4,990 -32%
AAS
621
Avantax Advisory Services
Texas
$183K +$167K +10,499 New
SCM
622
Shelton Capital Management
Colorado
$182K – – –
FCI
623
Financial Counselors Inc
Kansas
$181K +$165K +10,391 New
AII
624
AGF Investments Inc
Ontario, Canada
$180K -$287K -18,095 -64%
GVAG
625
Great Valley Advisor Group
Delaware
$180K – – –