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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1801
Capital Wealth Planning
Florida
$204K
DIA
1802
Davidson Investment Advisors
Montana
$203K +$10.7K +300 +6%
GLA
1803
Good Life Advisors
Pennsylvania
$203K +$198K +5,526 New
EMG
1804
Ellington Management Group
Connecticut
$203K +$201K +5,600 New
PIM
1805
Parasol Investment Management
Illinois
$201K +$22.1K +616 +13%
EIM
1806
Essex Investment Management
Massachusetts
$201K +$198K +5,528 New
AAP
1807
Arax Advisory Partners
Colorado
$198K +$196K +5,467 New
BCM
1808
Blume Capital Management
California
$197K +$24.2K +675 +14%
MSFP
1809
Mark Sheptoff Financial Planning
Connecticut
$196K
SIG
1810
Stanford Investment Group
California
$195K -$11.7K -326 -6%
DSN
1811
D. Scott Neal
Kentucky
$189K +$6.55K +183 +4%
AWM
1812
AllSquare Wealth Management
New York
$186K
TCCM
1813
Timber Creek Capital Management
Massachusetts
$185K
KKAMG
1814
Kernodle & Katon Asset Management Group
Arkansas
$184K -$20.9K -584 -10%
PCMM
1815
Private Capital Management (Minnesota)
Minnesota
$181K
IPC
1816
Independent Portfolio Consultants
Florida
$179K +$31.7K +884 +22%
FCT
1817
Family Capital Trust
Massachusetts
$173K -$537 -15 -0.3%
CM
1818
Castleark Management
Illinois
$170K
FNB
1819
Farmers National Bank
Kentucky
$167K -$8.38K -234 -5%
HCM
1820
Highlander Capital Management
New Jersey
$167K
RPG
1821
Risk Paradigm Group
Texas
$164K +$32.9K +918 +25%
ACM
1822
AUA Capital Management
Pennsylvania
$163K +$161K +4,500 New
SAM
1823
Security Asset Management
New York
$162K +$160K +4,468 New
WA
1824
Winfield Associates
Ohio
$159K +$11.8K +330 +8%
CWM
1825
Cranbrook Wealth Management
Michigan
$150K