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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1676
Todd Asset Management
Kentucky
$270K – – –
AAS
1677
Annex Advisory Services
Wisconsin
$270K +$14.3K +72 +5%
FPCM
1678
Financial Partners Capital Management
New York
$269K – – –
TCM
1679
Tradewinds Capital Management
Washington
$269K +$10.9K +55 +4%
PP
1680
Pegasus Partners
Wisconsin
$269K +$11.9K +60 +4%
LC
1681
LCNB Corp
Ohio
$267K +$4.36K +22 +2%
VCAM
1682
Van Cleef Asset Management
Ohio
$267K +$8.32K +42 +3%
PK
1683
Pflug Koory
Nebraska
$267K +$15.7K +79 +6%
RA
1684
RFG Advisory
Alabama
$267K +$68.4K +345 +31%
AP
1685
Atwood & Palmer
Missouri
$266K – – –
GBBWRPM
1686
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$265K – – –
HC
1687
Hourglass Capital
Texas
$265K – – –
VCM
1688
Versant Capital Management
Arizona
$262K -$7.33K -37 -3%
CPA
1689
Clear Perspective Advisors
Illinois
$260K -$19K -96 -6%
SS
1690
Sunbelt Securities
Texas
$260K +$11.1K +56 +4%
FCH
1691
Freestone Capital Holdings
Washington
$258K -$15.7K -79 -5%
KC
1692
Kingfisher Capital
North Carolina
$258K +$37.8K +191 +16%
BA
1693
BKS Advisors
Michigan
$256K -$1.39K -7 -0.5%
SFG
1694
StrategIQ Financial Group
Indiana
$256K +$11.3K +57 +4%
HHGA
1695
Halbert Hargrove Global Advisors
California
$255K -$5.15K -26 -2%
IA
1696
Independence Advisors
Pennsylvania
$253K +$8.72K +44 +3%
CISOA
1697
Capital Investment Services of America
Wisconsin
$252K – – –
MMG
1698
Monetary Management Group
Missouri
$252K – – –
PCM
1699
Pointe Capital Management
Michigan
$252K +$8.12K +41 +3%
RA
1700
Rational Advisors
New York
$252K +$23.8K +120 +10%