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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
1351
American Research & Management Company
Massachusetts
$174K – – –
FI
1352
FCM Investments
Texas
$172K – – –
SFPIA
1353
Stevens First Principles Investment Advisors
California
$158K +$154K +1,316 New
PCTC
1354
Perkins Coie Trust Company
Washington
$155K – – –
PAS
1355
Partnervest Advisory Services
California
$154K +$69K +588 +84%
MMG
1356
Monetary Management Group
Missouri
$150K – – –
AP
1357
Atwood & Palmer
Missouri
$145K -$78.4K -668 -36%
BRWM
1358
B. Riley Wealth Management
Tennessee
$140K +$14.2K +121 +12%
GAM
1359
Gemmer Asset Management
California
$139K +$136K +1,161 New
VNB
1360
Valley National Bancorp
New York
$136K – – –
TIM
1361
Tortoise Investment Management
New York
$131K – – –
KPCM
1362
Kings Point Capital Management
New York
$128K – – –
ACM
1363
Antonetti Capital Management
Florida
$122K -$30.2K -257 -20%
CCS
1364
Crosspoint Capital Strategies
California
$116K +$49.5K +422 +80%
LWM
1365
Lenox Wealth Management
Ohio
$115K -$10.4K -89 -8%
WA
1366
WealthTrust-Arizona
Arizona
$113K -$4.34K -37 -4%
QAM
1367
QCI Asset Management
New York
$113K – – –
PIM
1368
Parasol Investment Management
Illinois
$113K +$13.9K +118 +14%
RFA
1369
Reilly Financial Advisors
California
$113K +$30.9K +263 +39%
PIA
1370
Piedmont Investment Advisors
North Carolina
$105K +$27.9K +238 +37%
DOA
1371
D'Orazio & Associates
Virginia
$101K – – –
GSC
1372
Ground Swell Capital
South Carolina
$101K +$98.8K +842 New
MAS
1373
Madden Advisory Services
Florida
$99K – – –
HFM
1374
Hartford Financial Management
Connecticut
$89K – – –
CAL
1375
Capital Advisors Ltd
Ohio
$86K – – –