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Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
1526
Capital Investment Services of America
Wisconsin
$220K
KFA
1527
Kelleher Financial Advisors
New York
$220K
GC
1528
Gibson Capital
Pennsylvania
$218K
PIM
1529
Parasol Investment Management
Illinois
$218K +$61.1K +409 +38%
DWM
1530
Dorchester Wealth Management
Quebec, Canada
$216K
TCM
1531
Tradewinds Capital Management
Washington
$215K +$29.7K +199 +16%
DT
1532
Diversified Trust
Tennessee
$214K -$373K -2,496 -63%
I
1533
IberiaBank
Louisiana
$214K -$85.4K -572 -28%
AP
1534
Atwood & Palmer
Missouri
$214K
MCM
1535
Moore Capital Management
New York
$212K -$175K -1,174 -45%
AssetMark Inc
1536
AssetMark Inc
California
$212K +$5.23K +35 +2%
BC
1537
Blackhill Capital
New Jersey
$211K
CCM
1538
CrestPoint Capital Management
Missouri
$211K
HC
1539
Hourglass Capital
Texas
$211K
KP
1540
Keel Point
Alabama
$209K +$212K +1,418 New
FPCM
1541
Financial Partners Capital Management
New York
$208K
VCAM
1542
Van Cleef Asset Management
Ohio
$208K
DIS
1543
Diversified Investment Strategies
Louisiana
$207K
AF
1544
Allworth Financial
California
$207K +$2.09K +14 +1%
BJ
1545
Brouwer & Janachowski
California
$207K +$210K +1,408 New
RCM
1546
RNC Capital Management
California
$204K -$29.4K -197 -12%
PCM
1547
Pointe Capital Management
Michigan
$203K
SAA
1548
Southeast Asset Advisors
Georgia
$203K
VCM
1549
Vigilant Capital Management
Maine
$203K +$21.4K +143 +12%
AC
1550
Alexandria Capital
Virginia
$203K +$81.1K +543 +65%