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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1026
Walter & Keenan Wealth Management
Indiana
$580K -$379K -4,414 -37%
AA
1027
Auxano Advisors
Washington
$579K +$286K +3,329 +82%
ORAM
1028
One River Asset Management
Connecticut
$577K +$240K +2,792 +61%
FLPIM
1029
F.L. Putnam Investment Management
Massachusetts
$575K -$135K -1,571 -18%
AWM
1030
Accurate Wealth Management
Florida
$574K +$15K +175 +2%
PI
1031
PFG Investments
New York
$574K -$910K -10,601 -59%
WDL
1032
Well Done LLC
Michigan
$573K
DPIM
1033
Duff & Phelps Investment Management
Illinois
$573K +$11K +128 +2%
PCMF
1034
Private Capital Management (Florida)
Florida
$569K -$82.2K -957 -12%
CANY
1035
Caxton Associates (New York)
New York
$569K -$149K -1,733 -19%
CFMC
1036
Curbstone Financial Management Corp
New Hampshire
$568K -$66.8K -778 -10%
AIM
1037
Allen Investment Management
New York
$568K
WSC
1038
Wellington Shields & Co
New York
$568K +$244K +2,842 +64%
HCP
1039
Hexagon Capital Partners
Arkansas
$565K +$73.1K +851 +13%
MWM
1040
Massachusetts Wealth Management
Massachusetts
$565K -$5.15K -60 -0.8%
GI
1041
GAMCO Investors
Connecticut
$563K -$41.1K -479 -6%
RRA
1042
Round Rock Advisors
Connecticut
$563K +$6.44K +75 +1%
CCG
1043
Coastwise Capital Group
California
$563K -$15.2K -177 -2%
PAM
1044
Paradigm Asset Management
New York
$562K -$61.6K -718 -9%
V
1045
ViaWealth
Kansas
$560K +$91.6K +1,067 +18%
VCM
1046
Violich Capital Management
California
$560K
CI
1047
Cigna Investments
Connecticut
$558K -$77.7K -905 -11%
PAS
1048
Park Avenue Securities
New York
$558K +$611K +7,122 New
BP
1049
Ballentine Partners
Massachusetts
$556K +$29.4K +343 +5%
HCMT
1050
Highland Capital Management (Tennessee)
Tennessee
$552K