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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1326
Bedel Financial Consulting
Indiana
$684K +$44.9K +297 +7%
11A
1327
10-15 Associates
New York
$684K +$49.5K +327 +8%
STA
1328
Summit Trail Advisors
New York
$684K +$264K +1,745 +36%
KP
1329
Keel Point
Alabama
$683K -$62K -410 -8%
BMC
1330
Benin Management Corp
Connecticut
$676K +$107K +706 +18%
BOS
1331
Bingham Osborn & Scarborough
California
$675K +$131K +866 +23%
BCM
1332
Breiter Capital Management
Florida
$674K +$260K +1,719 +60%
WG
1333
Winton Group
United Kingdom
$673K -$183K -1,212 -21%
PK
1334
Pflug Koory
Nebraska
$673K -$33.6K -222 -5%
TC
1335
Trilogy Capital
California
$672K +$125K +823 +22%
Nuveen Fund Advisors
1336
Nuveen Fund Advisors
Illinois
$671K -$660K -4,363 -49%
NB
1337
Nicolet Bankshares
Wisconsin
$671K +$244K +1,615 +55%
BA
1338
BKS Advisors
Michigan
$670K
TIM
1339
Tortoise Investment Management
New York
$665K
LMIM
1340
Lockheed Martin Investment Management
Maryland
$663K
B
1341
Bridgeworth
Alabama
$663K +$415K +2,740 +150%
BCM
1342
Becker Capital Management
Oregon
$661K +$8.62K +57 +1%
CWA
1343
Cypress Wealth Advisors
California
$659K +$32.1K +212 +5%
CL
1344
CPWM LLC
Washington
$659K +$252K +1,667 +59%
BWM
1345
Baystate Wealth Management
Massachusetts
$658K +$34.8K +230 +5%
SWA
1346
Sutton Wealth Advisors
Florida
$658K +$63.2K +418 +10%
DMK
1347
David M. Knott
$657K
HIC
1348
Harvey Investment Company
Kentucky
$655K -$45.1K -298 -6%
CC
1349
Chicago Capital
Illinois
$654K +$675K +4,459 New
LFA
1350
Legacy Financial Advisors
Kentucky
$653K -$16K -106 -2%