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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1401
Capital Planning Advisors
California
$565K +$237K +1,196 +63%
BCM
1402
Beddow Capital Management
Wyoming
$564K -$17.6K -89 -3%
CT
1403
CPF Texas
Texas
$561K – – –
NFGCM
1404
Norman Fields Gottscho Capital Management
New York
$560K +$35.7K +180 +6%
SAM
1405
Summit Asset Management
Tennessee
$557K – – –
ATC
1406
Adirondack Trust Company
New York
$554K -$24.2K -122 -3%
BBPWM
1407
Blue Bell Private Wealth Management
Pennsylvania
$554K +$462K +2,332 +339%
AWM
1408
Aevitas Wealth Management
Massachusetts
$553K -$20.4K -103 -3%
BKA
1409
Brick & Kyle Associates
Pennsylvania
$551K +$35.7K +180 +6%
CA
1410
Cambridge Advisors
Nebraska
$545K +$18.2K +92 +3%
BMM
1411
Buffington Mohr McNeal
Idaho
$543K -$98.3K -496 -14%
AWA
1412
ARS Wealth Advisors
Florida
$543K +$11.9K +60 +2%
WRM
1413
Weybosset Research & Management
Rhode Island
$543K +$82.8K +418 +16%
CW
1414
Cobiz Wealth
Colorado
$542K -$6.34K -32 -1%
SIA
1415
Starfire Investment Advisers
Michigan
$542K +$322K +1,623 +122%
BW
1416
Bison Wealth
Georgia
$540K +$21.8K +110 +4%
SC
1417
Scholtz & Company
Connecticut
$538K – – –
AC
1418
Alexandria Capital
Virginia
$536K +$20K +101 +4%
CMANY
1419
Capital Management Associates (New York)
New York
$532K -$184K -927 -24%
NFG
1420
Nadler Financial Group
Illinois
$532K -$35.7K -180 -6%
MYIA
1421
Mount Yale Investment Advisors
Colorado
$532K +$575K +2,900 New
TCM
1422
Teza Capital Management
Illinois
$530K -$319K -1,608 -36%
CC
1423
Cornerstone Capital
California
$530K – – –
OIA
1424
Optimum Investment Advisors
Illinois
$529K -$4.76K -24 -0.8%
LCM
1425
Liberty Capital Management
Michigan
$528K – – –