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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1401
Sonora Investment Management
Arizona
$459K +$44 +1 +0%
GIA
1402
GHP Investment Advisors
Colorado
$459K +$309 +7 +0.1%
VCM
1403
Versant Capital Management
Arizona
$459K +$928 +21 +0.2%
BFA
1404
Beaumont Financial Advisors
Massachusetts
$459K +$35.8K +810 +9%
DAC
1405
Dividend Assets Capital
South Carolina
$458K -$54.3K -1,230 -11%
PP
1406
Pegasus Partners
Wisconsin
$458K – – –
CWA
1407
Cypress Wealth Advisors
California
$457K -$137K -3,107 -23%
HFA
1408
High Falls Advisors
New York
$457K +$13.3K +300 +3%
PCMM
1409
Private Capital Management (Minnesota)
Minnesota
$455K -$323K -7,300 -42%
FHC
1410
First Houston Capital
Texas
$453K +$133K +3,000 +42%
CIC
1411
Cornercap Investment Counsel
Georgia
$452K +$972 +22 +0.2%
KF
1412
Krilogy Financial
Missouri
$450K -$61.8K -1,398 -12%
TIA
1413
Tiemann Investment Advisors
California
$447K +$221 +5 +0.1%
BWFM
1414
Bridgewater Wealth & Financial Management
Maryland
$446K +$128K +2,901 +41%
WP
1415
WealthPLAN Partners
Nebraska
$445K +$282K +6,383 +181%
CIS
1416
Connors Investor Services
Pennsylvania
$444K – – –
CSM
1417
CAMG Solamere Management
North Carolina
$444K +$928 +21 +0.2%
BA
1418
Bristol Advisors
Pennsylvania
$444K +$437K +9,900 New
NPF
1419
Norris Perne & French
Michigan
$443K -$26.2K -592 -6%
VFPI
1420
Vantage Financial Partners (Illinois)
Illinois
$443K +$55.3K +1,251 +14%
FPCM
1421
Financial Partners Capital Management
New York
$442K -$4.42K -100 -1%
OIA
1422
OneDigital Investment Advisors
Kansas
$441K +$434K +9,829 New
BOS
1423
Bank of Stockton
California
$434K +$5.04K +114 +1%
PHAM
1424
Palisades Hudson Asset Management
Florida
$433K – – –
BL
1425
Balentine LLC
Georgia
$432K – – –