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Name Holding Trade Value Shares
Change
Change in
Stake
WIP
1701
Wellesley Investment Partners
Massachusetts
$318K – – –
SIM
1702
Sadoff Investment Management
Wisconsin
$318K +$41.9K +1,170 +14%
RAM
1703
Redmond Asset Management
Virginia
$317K +$336K +9,398 New
CIAS
1704
Capital Investment Advisory Services
North Carolina
$313K -$930 -26 -0.3%
FCAG
1705
First Capital Advisors Group
New Jersey
$310K +$87.6K +2,448 +36%
CAW
1706
Cornerstone Advisors (Washington)
Washington
$309K -$13.5K -377 -4%
MC
1707
Miles Capital
Iowa
$308K +$12.3K +344 +4%
PA
1708
Parkside Advisors
California
$307K +$47.5K +1,326 +17%
MSR
1709
Main Street Research
Connecticut
$306K +$17.9K +501 +6%
FA
1710
Fagan Associates
New York
$304K -$35.4K -990 -10%
GAM
1711
Gould Asset Management
California
$304K – – –
B
1712
Bridgeworth
Alabama
$303K -$41.6K -1,163 -11%
CCA
1713
Conservest Capital Advisors
Pennsylvania
$302K +$1.82K +51 +0.6%
TAM
1714
Trillium Asset Management
Massachusetts
$302K +$6.44K +180 +2%
HA
1715
Harfst & Associates
Wyoming
$302K +$65.6K +1,833 +26%
PAG
1716
Pinnacle Advisory Group
Maryland
$301K -$11.5K -322 -3%
AMCA
1717
Arthur M. Cohen & Associates
Illinois
$300K +$214K +5,990 +203%
SWA
1718
SFMG Wealth Advisors
Texas
$298K +$33.4K +932 +12%
MSFP
1719
Mark Sheptoff Financial Planning
Connecticut
$297K -$36 -1 -0%
AF
1720
Aldebaran Financial
$294K +$7.8K +218 +3%
NPF
1721
Norris Perne & French
Michigan
$290K +$394 +11 +0.1%
KLWA
1722
Kelly Lawrence W & Associates
California
$289K -$24.4K -682 -7%
PWW
1723
Pettyjohn Wood & White
Virginia
$289K -$8.59K -240 -3%
SQA
1724
Simon Quick Advisors
New Jersey
$288K -$25.9K -723 -8%
SSW
1725
Smith Shellnut Wilson
Mississippi
$288K +$67K +1,873 +27%