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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1701
SWS Partners
Ohio
$265K +$4.81K +29 +2%
CAM
1702
Concorde Asset Management
Michigan
$265K +$275K +1,654 New
FFG
1703
Frisch Financial Group
New York
$265K +$277K +1,666 New
DAM
1704
Doheny Asset Management
California
$264K -$55.6K -335 -17%
CIP
1705
Convergence Investment Partners
Florida
$264K +$33.4K +201 +14%
HHGA
1706
Halbert Hargrove Global Advisors
California
$264K +$55.4K +334 +25%
FWM
1707
Fairhaven Wealth Management
Illinois
$263K +$274K +1,650 New
FEM
1708
Fulcrum Equity Management
Texas
$263K +$274K +1,650 New
GCA
1709
Gideon Capital Advisors
New York
$261K -$2.41M -14,524 -90%
PAS
1710
Partnervest Advisory Services
California
$261K -$141K -851 -34%
BWM
1711
Baystate Wealth Management
Massachusetts
$261K +$1.49K +9 +0.6%
KA
1712
KLCM Advisors
Wisconsin
$260K -$5.31K -32 -2%
PLFAM
1713
Pineno Levin & Ford Asset Management
Virginia
$260K – – –
AF
1714
Allworth Financial
California
$258K -$31.7K -191 -11%
CW
1715
Cabot-Wellington
Massachusetts
$257K – – –
BRA
1716
Biechele Royce Advisors
Indiana
$256K – – –
CPA
1717
Court Place Advisors
Maryland
$256K – – –
LIM
1718
Lathrop Investment Management
Arkansas
$256K +$267K +1,609 New
SIM
1719
SSI Investment Management
California
$255K -$664 -4 -0.2%
CAM
1720
Cidel Asset Management
Ontario, Canada
$255K – – –
SC
1721
Skylands Capital
Wisconsin
$255K – – –
SFWC
1722
Strategic Family Wealth Counselors
New Jersey
$255K +$266K +1,600 New
JMH
1723
J.M. Hartwell
New York
$254K – – –
SCM
1724
Silvant Capital Management
Georgia
$254K – – –
SFS
1725
Summit Financial Strategies
Ohio
$253K -$9.3K -56 -3%