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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1326
Beaton Management Company
Massachusetts
$964K -$24.6K -460 -3%
SCM
1327
Schnieders Capital Management
California
$962K +$10.7K +200 +1%
TAM
1328
Trillium Asset Management
Massachusetts
$960K +$944K +17,626 New
SP
1329
Successful Portfolios
Florida
$959K +$9.21K +172 +1%
SSWM
1330
Smith Salley Wealth Management
North Carolina
$959K +$10.9K +204 +1%
IDBONY
1331
Israel Discount Bank of New York
New York
$959K +$110K +2,052 +13%
FC
1332
Forte Capital
New York
$956K +$129K +2,412 +16%
IEFM
1333
IQ EQ Fund Management
Ireland
$953K
MCM
1334
Mainstay Capital Management
Michigan
$951K +$25.7K +480 +3%
DK
1335
Darrell & King
Virginia
$949K
CPO
1336
Cerity Partners OCIO
New York
$948K +$95.9K +1,791 +11%
BPB
1337
Badgley, Phelps & Bell
Washington
$946K +$6.32K +118 +0.7%
WA
1338
Wheatland Advisors
Pennsylvania
$945K -$321K -6,000 -26%
MSA
1339
Marino Stram & Associates
Massachusetts
$945K +$113K +2,110 +14%
WGA
1340
Weather Gauge Advisory
Virginia
$943K -$4.77K -89 -0.5%
SLT
1341
St Louis Trust
Missouri
$941K -$557K -10,402 -38%
MMPW
1342
Mitchell McLeod Pugh & Williams
Alabama
$935K +$10.5K +197 +1%
TRCT
1343
Tower Research Capital (TRC)
New York
$933K -$124K -2,325 -12%
KA
1344
Kovack Advisors
Florida
$930K +$154K +2,879 +20%
FC
1345
Ferris Capital
Massachusetts
$929K -$206K -3,845 -18%
DSC
1346
Duncker Streett & Co
Missouri
$926K +$16.1K +300 +2%
LOAMS
1347
Lombard Odier Asset Management (Switzerland)
Switzerland
$924K -$5.46K -102 -0.6%
IWS
1348
Insight Wealth Strategies
California
$923K +$130K +2,431 +17%
JFA
1349
JNBA Financial Advisors
Minnesota
$920K -$27.6K -516 -3%
FBC
1350
Fairfield, Bush & Co
Connecticut
$920K