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Name Holding Trade Value Shares
Change
Change in
Stake
CMAI
2351
Capital Management Associates Inc
Minnesota
$534K +$27.4K +60 +6%
PPWM
2352
Paragon Private Wealth Management
Kentucky
$532K -$38.4K -84 -7%
FIM
2353
Fernwood Investment Management
Massachusetts
$531K -$13.7K -30 -3%
PA
2354
Prism Advisors
California
$530K
CCWM
2355
Cassaday & Co Wealth Management
Virginia
$530K +$66.3K +145 +15%
WWS
2356
Wellington Wealth Strategies
Indiana
$529K +$120K +262 +31%
ZIC
2357
ZWJ Investment Counsel
Georgia
$528K -$7.31K -16 -1%
SL
2358
Sentinus LLC
Illinois
$528K +$501K +1,096 New
WHG
2359
Westwood Holdings Group
Texas
$527K +$180K +393 +56%
RIP
2360
RAM Investment Partners
Washington
$526K +$499K +1,092 New
OAM
2361
Oxford Asset Management
United Kingdom
$524K +$497K +1,088 New
PMSA
2362
Patrick M. Sweeney & Associates
Illinois
$524K +$13.7K +30 +3%
PNC
2363
Park National Corp
Ohio
$523K +$41.6K +91 +9%
WC
2364
Wexford Capital
Florida
$523K +$496K +1,085 New
HVIA
2365
Hudson Valley Investment Advisors
New York
$522K +$17.4K +38 +4%
LWM
2366
Lodestone Wealth Management
Washington
$520K +$25.6K +56 +5%
FCA
2367
FinTrust Capital Advisors
South Carolina
$518K -$27.4K -60 -5%
C
2368
CEDRUS
Colorado
$518K +$8.23K +18 +2%
NAM
2369
NTV Asset Management
West Virginia
$517K
NAMNJ
2370
NorthStar Asset Management (New Jersey)
New Jersey
$517K -$2.29K -5 -0.5%
WDG
2371
Wealth Dimensions Group
Ohio
$516K -$6.86K -15 -1%
MA
2372
MCF Advisors
Kentucky
$516K -$116K -253 -19%
CPRC
2373
Consolidated Portfolio Review Corp
New York
$515K -$10M -21,971 -95%
AP
2374
Appleton Partners
Massachusetts
$515K
PWP
2375
Phillips Wealth Planners
Mississippi
$515K -$18.3K -40 -3%