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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1301
Chas P. Smith & Associates (CPS)
Florida
$860K -$21K -119 -2%
AAM
1302
Aureus Asset Management
Massachusetts
$859K +$116K +658 +16%
SFA
1303
Sequoia Financial Advisors
Ohio
$853K -$4.05K -23 -0.5%
NA
1304
NSB Advisors
New York
$852K
VF
1305
Virtu Financial
New York
$852K +$815K +4,631 New
CPA
1306
Court Place Advisors
Maryland
$851K
LW
1307
Linscomb Wealth
Texas
$850K -$43K -244 -5%
KIA
1308
King Investment Advisors
Texas
$847K
BFA
1309
Beaumont Financial Advisors
Massachusetts
$846K +$184K +1,046 +29%
WG
1310
Welch Group
Alabama
$845K -$704 -4 -0.1%
S
1311
SignatureFD
Georgia
$837K -$104K -591 -12%
SEC
1312
Seven Eight Capital
New York
$829K +$792K +4,498 New
BWP
1313
Baldwin Wealth Partners
Massachusetts
$825K -$120K -682 -13%
CAM
1314
Cypress Asset Management
Texas
$822K -$92.1K -523 -10%
IT
1315
Investors Trust
Texas
$813K
DDPIC
1316
Deroy & Devereaux Private Investment Counsel
Michigan
$811K
I2I
1317
Insight 2811 Inc
Illinois
$804K +$48.4K +275 +7%
CA
1318
Cortland Associates
Missouri
$798K
TC
1319
Telemus Capital
Michigan
$797K +$704 +4 +0.1%
LWM
1320
Lyons Wealth Management
Florida
$795K +$211K +1,197 +39%
BAM
1321
Brave Asset Management
New Jersey
$791K -$101K -575 -12%
DAS
1322
Dynamic Advisor Solutions
Arizona
$790K +$249K +1,416 +48%
KA
1323
KLCM Advisors
Wisconsin
$789K -$95.8K -544 -11%
CRM
1324
Cramer Rosenthal McGlynn
Connecticut
$782K -$9.15K -52 -1%
JIM
1325
Jupiter Investment Management
United Kingdom
$780K -$914K -5,194 -55%