Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1626
Strategy Asset Managers
California
$444K +$2.77K +78 +0.7%
CI
1627
Capital International
California
$442K +$412K +11,600 New
WP
1628
WealthSource Partners
California
$440K -$16.7K -469 -4%
VFA
1629
Virtus Fund Advisers
Connecticut
$437K – – –
KFA
1630
Kelleher Financial Advisors
New York
$435K -$53.3K -1,500 -12%
MIP
1631
Marietta Investment Partners
Wisconsin
$434K +$9.78K +275 +2%
CC
1632
Cedar Capital
Illinois
$433K +$114K +3,196 +39%
I2I
1633
Insight 2811 Inc
Illinois
$433K +$173K +4,869 +75%
GIM
1634
Goelzer Investment Management
Indiana
$432K – – –
FC
1635
Forte Capital
New York
$431K -$10.7K -300 -3%
ACP
1636
Arcus Capital Partners
Georgia
$431K +$402K +11,311 New
TWM
1637
Torch Wealth Management
Ohio
$430K -$88.9K -2,500 -18%
WA
1638
WealthTrust-Arizona
Arizona
$429K +$3.41K +96 +0.9%
HFA
1639
High Falls Advisors
New York
$427K +$23.5K +662 +6%
PAM
1640
Peak Asset Management
Colorado
$427K +$39.1K +1,100 +11%
PIM
1641
Profit Investment Management
Maryland
$426K – – –
RWA
1642
River Wealth Advisors
Pennsylvania
$424K -$53.1K -1,493 -12%
BIC
1643
Beach Investment Counsel
Pennsylvania
$419K – – –
BDWM
1644
Brewin Dolphin Wealth Management
Ireland
$416K +$389K +10,935 New
SIC
1645
Sigma Investment Counselors
Michigan
$415K -$17.8K -500 -4%
BONST
1646
Bank of Nova Scotia Trust
Ontario, Canada
$415K +$89K +2,504 +30%
HWA
1647
HCR Wealth Advisors
California
$414K +$1.85K +52 +0.5%
RC
1648
Roundview Capital
New Jersey
$410K -$8.67K -244 -2%
FBT
1649
First Bank & Trust
South Dakota
$410K +$3.16K +89 +0.8%
BII
1650
Bainco International Investors
Massachusetts
$408K – – –