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Name Holding Trade Value Shares
Change
Change in
Stake
KF
1901
Krilogy Financial
Missouri
$372K +$17.8K +366 +5%
TAM
1902
Trillium Asset Management
Massachusetts
$370K -$14.8K -304 -4%
LIA
1903
LBMC Investment Advisors
Tennessee
$369K -$7.06K -145 -2%
NPPM
1904
North Point Portfolio Managers
Ohio
$369K
BIA
1905
BHK Investment Advisors
Alabama
$368K -$86.1K -1,769 -19%
B
1906
Bridgeworth
Alabama
$367K +$65.9K +1,355 +16%
IGGA
1907
Iron Gate Global Advisors
Utah
$366K +$377K +7,750 New
JIP
1908
Jaffetilchin Investment Partners
Florida
$364K -$199K -4,087 -35%
CCIA
1909
Campbell & Co Investment Adviser
Maryland
$364K +$375K +7,700 New
BWP
1910
Baldwin Wealth Partners
Massachusetts
$363K -$11K -226 -3%
HIC
1911
Hartline Investment Corp
Illinois
$360K
GIM
1912
Goelzer Investment Management
Indiana
$358K -$12.7K -260 -3%
RWG
1913
Regal Wealth Group
California
$356K -$87.9K -1,806 -19%
HWA
1914
Heritage Wealth Advisors
Virginia
$355K -$97.2K -1,997 -21%
BWP
1915
BSW Wealth Partners
Colorado
$349K +$45.5K +935 +14%
AW
1916
Alpha Windward
Massachusetts
$348K -$7.69K -158 -2%
AA
1917
Alesco Advisors
New York
$347K +$32.9K +676 +10%
WAG
1918
Winthrop Advisory Group
Massachusetts
$346K
SS
1919
Sunbelt Securities
Texas
$345K +$39.4K +810 +13%
KWMG
1920
King Wealth Management Group
Florida
$344K -$611K -12,565 -63%
GIM
1921
Greylin Investment Management
Virginia
$344K -$10.9K -225 -3%
GEA
1922
Glen Eagle Advisors
New Jersey
$343K -$4.53K -93 -1%
HHGA
1923
Halbert Hargrove Global Advisors
California
$340K -$7.45K -153 -2%
NCM
1924
Nelson Capital Management
California
$339K +$49.1K +1,008 +16%
BONST
1925
Bank of Nova Scotia Trust
Ontario, Canada
$338K -$35.9K -738 -9%