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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
2126
Hudson Edge Investment Partners
New Jersey
$200K +$10.5K +58 +5%
FMII
2127
Farmers & Merchants Investments Inc
Nebraska
$200K +$44.2K +244 +25%
GC
2128
Globeflex Capital
California
$197K
EARNEST Partners
2129
EARNEST Partners
Georgia
$183K
PCFFS
2130
Pacific Center for Financial Services
California
$183K +$24.4K +135 +14%
FMP
2131
Financial Management Professionals
Texas
$182K
CFN
2132
Cordasco Financial Network
Florida
$181K
PO
2133
Private Ocean
California
$177K -$69.3K -383 -26%
SIM
2134
Sonora Investment Management
Arizona
$177K +$42.7K +236 +28%
WWMSC
2135
Wagner Wealth Management (South Carolina)
South Carolina
$174K +$95.6K +528 +100%
KBFS
2136
Kohmann Bosshard Financial Services
Ohio
$173K
LWM
2137
Lenox Wealth Management
Ohio
$168K +$73.3K +405 +66%
AIC
2138
Ayalon Insurance Company
Israel
$166K
TIM
2139
Tortoise Investment Management
New York
$165K -$58.8K -325 -25%
FGAM
2140
Financial Gravity Asset Management
Texas
$164K +$11.2K +62 +6%
PHK
2141
Point72 Hong Kong
Hong Kong
$164K +$146K +805 +417%
AP
2142
Arlington Partners
Alabama
$164K +$181K +1,000 New
SBA
2143
Secrest Blakey & Associates
North Carolina
$155K +$171K +942 New
WAM
2144
Watermark Asset Management
California
$151K +$5.43K +30 +3%
ML
2145
McAdam LLC
Pennsylvania
$141K +$44.7K +247 +39%
AWM
2146
Aevitas Wealth Management
Massachusetts
$138K
TFA
2147
Toth Financial Advisory
Virginia
$130K
PFO
2148
Pathstone Family Office
New Jersey
$130K +$57.9K +320 +67%
RBC
2149
Roble Belko & Company
Pennsylvania
$128K
BEAM
2150
Baker Ellis Asset Management
Washington
$119K +$131K +725 New