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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1501
Nelson Capital Management
California
$110K
HCM
1502
Horan Capital Management
Maryland
$100K +$102K +795 New
KC
1503
Kingfisher Capital
North Carolina
$100K +$103K +798 New
AFP
1504
Ausdal Financial Partners
Iowa
$99K +$101K +782 New
CHP
1505
Cable Hill Partners
Oregon
$96K
QAM
1506
QCI Asset Management
New York
$96K
HFM
1507
Hartford Financial Management
Connecticut
$94K
Manulife (Manufacturers Life Insurance)
1508
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.8K -$5.12M -39,840 -5%
PIM
1509
Parasol Investment Management
Illinois
$93K -$6.17K -48 -6%
KA
1510
Klingman & Associates
New York
$93K
SHJ
1511
Sharkey, Howes & Javer
Colorado
$91K
APSP
1512
Asset Planning Services (Pennsylvania)
Pennsylvania
$91K +$92.5K +720 New
CAL
1513
Capital Advisors Ltd
Ohio
$90K
RI
1514
Redwood Investments
Massachusetts
$90K
AIM
1515
Advantage Investment Management
Iowa
$90K +$10.4K +81 +13%
BIM
1516
Barton Investment Management
Pennsylvania
$90K +$92.3K +718 New
HF
1517
Hoxton Financial
West Virginia
$82K -$178K -1,384 -68%
CBT
1518
Central Bank & Trust
Kentucky
$82K -$1.8K -14 -2%
BL
1519
Balentine LLC
Georgia
$81K +$1.93K +15 +2%
MWM
1520
MinichMacGregor Wealth Management
New York
$79K +$77.1K +600 New
CAW
1521
Cornerstone Advisors (Washington)
Washington
$76K -$771 -6 -1%
DOA
1522
D'Orazio & Associates
Virginia
$74K -$35.5K -276 -32%
CFN
1523
Cordasco Financial Network
Florida
$68K
GAM
1524
Gemmer Asset Management
California
$67K -$80.7K -628 -54%
RFA
1525
Reilly Financial Advisors
California
$66K -$27.4K -213 -29%