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Name Holding Trade Value Shares
Change
Change in
Stake
IC
2051
Inverness Counsel
New York
$342K – – –
FAN
2052
Financial Advisors Network
California
$342K +$8.46K +172 +3%
KWMG
2053
King Wealth Management Group
Florida
$340K +$295 +6 +0.1%
WWM
2054
WT Wealth Management
Arizona
$339K +$324K +6,582 New
ADMI
2055
Albert D. Mason Inc
Massachusetts
$338K +$1.97K +40 +0.6%
SCI
2056
Stableford Capital II
Arizona
$338K +$322K +6,556 New
CH
2057
Canton Hathaway
Rhode Island
$335K -$4.92K -100 -2%
Cohen & Steers
2058
Cohen & Steers
New York
$334K -$580K -11,786 -65%
AA
2059
Alesco Advisors
New York
$334K -$19.7K -400 -6%
CHA
2060
Cooper/Haims Advisors
New York
$333K – – –
Pzena Investment Management
2061
Pzena Investment Management
New York
$332K -$149K -3,031 -32%
JF
2062
JSF Financial
California
$332K -$1.13K -23 -0.4%
HCM
2063
HMS Capital Management
Tennessee
$330K – – –
CFN
2064
Cordasco Financial Network
Florida
$330K +$4.92K +100 +2%
VCM
2065
Vigilant Capital Management
Maine
$330K +$25.3K +514 +9%
OCM
2066
Orser Capital Management
Texas
$329K +$80.6K +1,640 +34%
CIC
2067
Chase Investment Counsel
Virginia
$326K – – –
BONST
2068
Bank of Nova Scotia Trust
Ontario, Canada
$324K -$34K -692 -10%
NIM
2069
NuWave Investment Management
New Jersey
$324K +$308K +6,271 +23,226%
BOS
2070
Bank of Stockton
California
$322K -$64.8K -1,317 -17%
BCP
2071
Berkeley Capital Partners
Georgia
$322K -$17.2K -349 -5%
MIM
2072
Martin Investment Management
Florida
$321K – – –
AAP
2073
Arax Advisory Partners
Colorado
$320K -$19.3K -393 -6%
NEPWA
2074
New England Private Wealth Advisors
Massachusetts
$320K +$295 +6 +0.1%
AWM
2075
Alterna Wealth Management
Texas
$320K +$31.7K +645 +12%