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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
1551
Sonata Capital Group
Washington
$260K +$8.7K +200 +4%
MIC
1552
MU Investments Company
Japan
$259K +$13.1K +300 +6%
VSWA
1553
Vontobel Swiss Wealth Advisors
Switzerland
$258K +$242K +5,571 New
AF
1554
Affiance Financial
Minnesota
$257K – – –
CSA
1555
Cottage Street Advisors
Massachusetts
$256K – – –
LC
1556
Loews Corp
New York
$254K – – –
KFA
1557
Kelleher Financial Advisors
New York
$254K +$239K +5,491 New
HPWM
1558
Highland Private Wealth Management
Washington
$253K +$238K +5,464 New
SAM
1559
Security Asset Management
New York
$250K – – –
MWM
1560
MinichMacGregor Wealth Management
New York
$250K +$13.2K +304 +6%
AFP
1561
Ausdal Financial Partners
Iowa
$249K -$4.05K -93 -2%
SC
1562
Searle & Co
Connecticut
$249K – – –
QC
1563
Quadrature Capital
United Kingdom
$249K +$234K +5,366 New
CAI
1564
Capital Advisors Inc
Oklahoma
$249K +$23.1K +530 +11%
SCM
1565
SOL Capital Management
Maryland
$248K – – –
KA
1566
Kovack Advisors
Florida
$247K -$43.9K -1,008 -16%
NEPWA
1567
New England Private Wealth Advisors
Massachusetts
$247K -$8.92K -205 -4%
CCB
1568
Cutter & Co Brokerage
Missouri
$246K +$1.39K +32 +0.6%
CWM
1569
Cabot Wealth Management
Massachusetts
$246K +$231K +5,299 New
PC
1570
Pecaut & Co
Iowa
$244K – – –
IIC
1571
Integrated Investment Consultants
Michigan
$242K -$783 -18 -0.3%
FTI
1572
Fiduciary Trust International
Massachusetts
$242K – – –
VST
1573
Van Strum & Towne
California
$241K – – –
MAM
1574
Mastrapasqua Asset Management
Tennessee
$240K -$2.65K -61 -1%
CWM
1575
Catamount Wealth Management
Connecticut
$239K +$64.5K +1,481 +40%