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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1526
Atlanta Financial Associates
Georgia
$617K +$753K +13,940 New
GG
1527
Gleason Group
Kentucky
$616K
KM
1528
Kalos Management
Georgia
$616K +$256K +4,742 +53%
CAM
1529
Carret Asset Management
New York
$612K -$121K -2,236 -14%
1WA
1530
180 Wealth Advisors
Washington
$612K +$66.4K +1,230 +10%
DFA
1531
Delta Financial Advisors
Louisiana
$609K -$99.5K -1,843 -12%
AIA
1532
Arbor Investment Advisors
North Carolina
$609K
MCM
1533
Maple Capital Management
Vermont
$608K -$73.3K -1,357 -9%
MGIM
1534
M&G Investment Management
United Kingdom
$605K -$106K -1,968 -13%
WFM
1535
Wolff Financial Management
Michigan
$605K +$19.2K +356 +3%
RFM
1536
Royal Fund Management
Florida
$604K -$6.24M -115,528 -89%
CWA
1537
Carolina Wealth Advisors
South Carolina
$604K +$289K +5,344 +64%
NI
1538
NFC Investments
Tennessee
$600K
WCA
1539
Westover Capital Advisors
Delaware
$600K
NIMI
1540
Natixis Investment Managers International
France
$597K -$81K -1,500 -10%
WRM
1541
Weybosset Research & Management
Rhode Island
$597K -$30.3K -561 -4%
SMFS
1542
Squar Milner Financial Services
California
$597K +$119K +2,202 +19%
FFS
1543
Founders Financial Securities
Maryland
$596K +$49.1K +910 +7%
FNBTCON
1544
First National Bank & Trust Co of Newtown
Pennsylvania
$595K -$27K -500 -4%
SC
1545
Saybrook Capital
North Carolina
$595K
FFN
1546
Focus Financial Network
Minnesota
$593K -$145K -2,692 -17%
DMK
1547
David M. Knott
$593K
HTHT
1548
Hemenway Trust Hemenway Trust
New Hampshire
$592K -$35.1K -650 -5%
WIC
1549
Whitegate Investment Counselors
New Hampshire
$592K
Jones Financial Companies
1550
Jones Financial Companies
Missouri
$590K -$130K -2,414 -15%