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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1826
New England Research & Management
Illinois
$423K +$199K +1,110 +72%
BWM
1827
Baystate Wealth Management
Massachusetts
$422K -$23K -128 -5%
DBIA
1828
Dumont & Blake Investment Advisors
New Jersey
$422K +$12.6K +70 +3%
DWM
1829
Doyle Wealth Management
Florida
$421K -$566K -3,151 -54%
WCM
1830
Wedge Capital Management
North Carolina
$420K +$20.6K +115 +5%
ARMC
1831
American Research & Management Company
Massachusetts
$419K -$8.98K -50 -2%
RIA
1832
Regal Investment Advisors
Michigan
$418K -$563K -3,137 -55%
ZIC
1833
ZWJ Investment Counsel
Georgia
$414K -$1.8M -10,031 -79%
FFWA
1834
FRG Family Wealth Advisors
Washington
$414K -$44.9K -250 -9%
CAAS
1835
Capital Asset Advisory Services
Michigan
$412K -$101K -563 -18%
CBTWT
1836
Community Bank & Trust (Waco, Texas)
Texas
$412K +$25.5K +142 +6%
I
1837
IberiaBank
Louisiana
$410K -$3.46M -19,287 -88%
CFD
1838
Creative Financial Designs
Indiana
$410K -$325K -1,808 -41%
FWP
1839
FAS Wealth Partners
Kansas
$410K -$90.9K -506 -16%
PFA
1840
Paradigm Financial Advisors
Missouri
$409K +$18K +100 +4%
JFM
1841
Jackson Financial Management
California
$405K +$6.46K +36 +1%
FA
1842
Fortis Advisors
Pennsylvania
$405K +$30.2K +168 +7%
GA
1843
Gateway Advisory
New Jersey
$404K -$180K -1,000 -28%
OPCM
1844
Osborne Partners Capital Management
California
$404K -$89.4K -498 -16%
DCM
1845
Dimension Capital Management
Florida
$403K -$345K -1,921 -43%
XS
1846
XML Securities
Maryland
$403K -$292K -1,624 -39%
GEA
1847
Glen Eagle Advisors
New Jersey
$402K -$214K -1,190 -32%
PM
1848
Penbrook Management
New York
$399K – – –
JWA
1849
JFS Wealth Advisors
Pennsylvania
$399K +$8.98K +50 +2%
CFA
1850
Capstone Financial Advisors
Illinois
$397K -$119K -663 -21%
72 73
74
75 76