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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1476
Nelson Capital Management
California
$120K +$19.9K +155 +22%
EAMA
1477
EFG Asset Management (Americas)
Florida
$119K +$111K +867 New
PIA
1478
Piedmont Investment Advisors
North Carolina
$117K – – –
DOA
1479
D'Orazio & Associates
Virginia
$115K – – –
JWM
1480
Jacobus Wealth Management
Wisconsin
$114K -$44.7K -348 -29%
WA
1481
WealthTrust-Arizona
Arizona
$108K -$3.98K -31 -4%
HFM
1482
Hartford Financial Management
Connecticut
$103K – – –
P
1483
Palladiem
Pennsylvania
$101K +$94.2K +734 New
KA
1484
Klingman & Associates
New York
$101K +$94.6K +737 New
CAL
1485
Capital Advisors Ltd
Ohio
$99K – – –
RI
1486
Redwood Investments
Massachusetts
$99K – – –
AIM
1487
Advantage Investment Management
Iowa
$94K +$88.3K +688 New
IMS
1488
Index Management Solutions
Pennsylvania
$88K +$39.1K +305 +90%
AWM
1489
Avior Wealth Management
Nebraska
$87K – – –
HIM
1490
Hillsdale Investment Management
Ontario, Canada
$86K +$61.4K +478 +319%
GGPS
1491
Gary Goldberg Planning Services
New York
$81K -$2.18K -17 -3%
VNA
1492
Valley National Advisers
Pennsylvania
$74K +$80.9K +630 New
CAW
1493
Cornerstone Advisors (Washington)
Washington
$68K +$4.24K +33 +7%
SAM
1494
Solaris Asset Management
New York
$66K – – –
IRS
1495
Invictus RG (Singapore)
Singapore
$63K +$25.3K +197 +75%
TFA
1496
Transamerica Financial Advisors
Florida
$60K +$15.4K +120 +39%
CBT
1497
Central Bank & Trust
Kentucky
$58K – – –
AFIA
1498
America First Investment Advisors
Nebraska
$49K – – –
CFN
1499
Cordasco Financial Network
Florida
$49K – – –
MIP
1500
Mondrian Investment Partners
United Kingdom
$49K – – –