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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1526
Altavista Wealth Management
North Carolina
$337K +$2.41K +16 +0.7%
FRM
1527
Foundation Resource Management
Arkansas
$335K
CWM
1528
Circle Wealth Management
New Jersey
$335K +$26.5K +176 +8%
PWSG
1529
Pacific Wealth Strategies Group
California
$333K -$51.3K -340 -13%
CIC
1530
Cutler Investment Counsel
Oregon
$333K
DR
1531
Davis Rea
Ontario, Canada
$333K
BSB
1532
Bangor Savings Bank
Maine
$333K +$11.9K +79 +4%
TSS
1533
Thomas Story & Son
Indiana
$332K
PCA
1534
Private Capital Advisors
Connecticut
$331K +$15.8K +105 +5%
KF
1535
Krilogy Financial
Missouri
$329K -$131K -866 -28%
HPIA
1536
Hamilton Point Investment Advisors
North Carolina
$328K
CFSG
1537
Community Financial Services Group
Vermont
$327K -$5.72M -37,938 -94%
CWM
1538
Cornerstone Wealth Management
Missouri
$327K -$180K -1,197 -35%
HPWM
1539
Highland Private Wealth Management
Washington
$327K -$2.26K -15 -0.7%
MSR
1540
Main Street Research
Connecticut
$326K -$12.4K -82 -4%
JGIA
1541
Jackson Grant Investment Advisers
Connecticut
$326K -$3.77K -25 -1%
CCM
1542
Chickasaw Capital Management
Tennessee
$326K
WIC
1543
Water Island Capital
New York
$324K -$234K -1,550 -41%
CC
1544
Cornerstone Capital
California
$323K
RTS
1545
Round Table Services
New Jersey
$321K +$21.3K +141 +7%
CCMD
1546
Cypress Capital Management (Delaware)
Delaware
$321K +$74.9K +497 +29%
CWM
1547
Concert Wealth Management
California
$320K -$1.35M -8,968 -81%
BIM
1548
Baldwin Investment Management
Pennsylvania
$318K -$7.09K -47 -2%
CPIG
1549
Chicago Partners Investment Group
Illinois
$318K +$285K +1,891 +990%
DCM
1550
Driehaus Capital Management
Illinois
$317K +$94.5K +627 +41%