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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1351
Integrated Investment Consultants
Michigan
$408K +$33.7K +239 +9%
LWA
1352
Lebenthal Wealth Advisors
New York
$408K +$393K +2,789 New
CM
1353
Cornerstone Management
Georgia
$407K – – –
CC
1354
Cornerstone Capital
California
$407K -$20.2K -143 -5%
BSA
1355
Braun Stacey Associates
New York
$405K -$19.3K -137 -5%
HI
1356
Hudock Inc
Pennsylvania
$403K +$705 +5 +0.2%
PCMK
1357
Paragon Capital Management (Kansas)
Kansas
$403K +$15.9K +113 +4%
CF
1358
CenterStar Fund
Illinois
$402K – – –
PIA
1359
Peachtree Investment Advisors
Georgia
$401K -$10.2K -72 -3%
GCMG
1360
Gyroscope Capital Management Group
Florida
$400K +$84.3K +598 +28%
BCCM
1361
Bridge Creek Capital Management
Massachusetts
$398K – – –
GLI
1362
Guardian Life Insurance
New York
$397K -$384K -2,724 Closed
TPWA
1363
TRUE Private Wealth Advisors
Oregon
$397K +$12.8K +91 +3%
EWM
1364
Endurance Wealth Management
Rhode Island
$394K – – –
RHJA
1365
Rice Hall James & Associates
California
$394K – – –
DAC
1366
Dividend Assets Capital
South Carolina
$393K – – –
OC
1367
Oarsman Capital
Wisconsin
$392K -$6.77K -48 -2%
WP
1368
WealthSource Partners
California
$391K +$95.5K +677 +34%
BCM
1369
Bluefin Capital Management
New York
$391K +$377K +2,671 New
GEM
1370
Global Endowment Management
North Carolina
$387K – – –
TWMP
1371
Taylor Wealth Management Partners
Massachusetts
$386K – – –
BIG
1372
Bellwether Investment Group
Tennessee
$384K +$370K +2,623 New
MCM
1373
Moore Capital Management
New York
$382K +$368K +2,610 New
MWM
1374
Mission Wealth Management
California
$381K – – –
OWP
1375
Obermeyer Wealth Partners
Colorado
$381K – – –