Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
1726
Rice Hall James & Associates
California
$312K -$107K -3,000 -27%
FNBSF
1727
First National Bank Sioux Falls
South Dakota
$312K -$4.62K -130 -2%
AAP
1728
Arax Advisory Partners
Colorado
$310K -$150K -4,213 -34%
CCG
1729
Ceeto Capital Group
Florida
$308K +$288K +8,100 New
MGIA
1730
Matthew Goff Investment Advisor
Texas
$307K -$15.8K -445 -5%
WIA
1731
Westbourne Investment Advisors
Maryland
$307K -$7.11K -200 -2%
AA
1732
Apriem Advisors
California
$307K -$1.49K -42 -0.5%
HA
1733
Hays Advisory
Tennessee
$307K +$25.3K +713 +10%
BSA
1734
Braun Stacey Associates
New York
$306K +$285K +8,025 New
AAM
1735
AMI Asset Management
California
$305K – – –
DLG
1736
Daniel L. Goodwin
$304K – – –
PAG
1737
Pinnacle Advisory Group
Maryland
$303K -$34.6K -973 -11%
LI
1738
Lafayette Investments
Maryland
$303K +$283K +7,950 New
NPPM
1739
North Point Portfolio Managers
Ohio
$302K – – –
RI
1740
Ridgewood Investments
New Jersey
$300K +$33.8K +952 +14%
PMG
1741
ProVise Management Group
Florida
$299K -$521K -14,647 -65%
FFA
1742
Fragasso Financial Advisors
Pennsylvania
$298K +$278K +7,813 New
PWSG
1743
Pacific Wealth Strategies Group
California
$296K +$276K +7,776 New
AAM
1744
American Asset Management
Florida
$292K -$2.99K -84 -1%
RTS
1745
Round Table Services
New Jersey
$289K +$7.82K +220 +3%
HHGA
1746
Halbert Hargrove Global Advisors
California
$287K -$6.4K -180 -2%
IC
1747
Inverness Counsel
New York
$286K -$91.3K -2,570 -26%
BWP
1748
BSW Wealth Partners
Colorado
$286K -$32.1K -902 -11%
FDCC
1749
Foster Dykema Cabot & Co
Massachusetts
$286K – – –
NCM
1750
Noesis Capital Mangement
Florida
$285K -$32.4K -911 -11%