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Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
1351
Wellington Shields Capital Management
New York
$1.03M -$39.1K -1,100 -4%
Lincoln National Corp
1352
Lincoln National Corp
Pennsylvania
$1.03M +$65.5K +1,842 +7%
YWP
1353
YorkBridge Wealth Partners
New York
$1.02M -$25.7K -722 -3%
Colony Group
1354
Colony Group
Massachusetts
$1.02M -$157K -4,405 -14%
IAMOG
1355
Investors Asset Management of Georgia
Georgia
$1.02M +$3.55K +100 +0.4%
EM
1356
Excalibur Management
Massachusetts
$1.01M -$312K -8,770 -25%
CPA
1357
Clear Perspective Advisors
Illinois
$1.01M -$130K -3,650 -12%
SOAMC
1358
Spirit of America Management Corp
New York
$1M – – –
Hirtle Callaghan & Co
1359
Hirtle Callaghan & Co
Pennsylvania
$1M +$938K +26,400 New
CAPTRUST Financial Advisors
1360
CAPTRUST Financial Advisors
North Carolina
$1M -$47.6K -1,340 -6%
BCM
1361
Boltwood Capital Management
California
$1M – – –
FIB
1362
First Interstate Bank
Montana
$1M +$93K +2,617 +11%
PFC
1363
Phocas Financial Corp
California
$1M -$1.78K -50 -0.3%
CJA
1364
C-J Advisory
California
$1M +$2.06K +58 +0.2%
HJA
1365
Hugh Johnson Advisors
New York
$997K +$486K +13,673 +109%
BMC
1366
Benin Management Corp
Connecticut
$992K +$142 +4 +0%
CFA
1367
Carroll Financial Associates
North Carolina
$989K -$16K -449 -2%
EIA
1368
Edgemoor Investment Advisors
Maryland
$988K +$23.8K +670 +3%
BEAM
1369
Baker Ellis Asset Management
Washington
$982K -$21.3K -600 -2%
HIC
1370
Harvey Investment Company
Kentucky
$982K – – –
CHA
1371
Cedar Hill Associates
Illinois
$981K +$916K +25,760 New
WAP
1372
Wealthcare Advisory Partners
Pennsylvania
$976K +$911K +25,624 New
JMFC
1373
J.M. Forbes & Co
Massachusetts
$975K -$13.3K -375 -1%
GI
1374
GS Investments
Minnesota
$975K +$46.2K +1,300 +5%
VCP
1375
Vista Capital Partners
Oregon
$971K +$34.7K +976 +4%