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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1001
Stratos Investment Management
Ohio
$3.47M -$175K -2,373 -5%
AF
1002
Alerus Financial
North Dakota
$3.46M -$266K -3,602 -7%
NMIFOAC
1003
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.46M
PCS
1004
Personal CFO Solutions
New Jersey
$3.46M +$58.2K +789 +2%
PFPT
1005
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.46M -$181K -2,455 -5%
VFA
1006
Valeo Financial Advisors
Indiana
$3.45M +$480K +6,504 +11%
AIA
1007
Affinity Investment Advisors
California
$3.45M +$12.1K +164 +0.4%
HB
1008
Homrich & Berg
Georgia
$3.44M -$64.2K -870 -2%
SWA
1009
Stratos Wealth Advisors
Ohio
$3.44M +$472K +6,397 +16%
LSA
1010
L & S Advisors
California
$3.44M -$1.3M -17,566 -27%
BFO
1011
Biltmore Family Office
North Carolina
$3.43M +$10.2K +138 +0.3%
SYBT
1012
Stock Yards Bank & Trust
Kentucky
$3.43M -$237K -3,215 -6%
BIMC
1013
Benson Investment Management Company
Virginia
$3.43M -$307K -4,166 -8%
IA
1014
IndexIQ Advisors
New York
$3.42M -$1.21M -16,378 -26%
MJRIC
1015
Mogy Joel R Investment Counsel
California
$3.42M -$54.1K -734 -2%
GWM
1016
GSB Wealth Management
Connecticut
$3.42M +$3.16M +42,872 +1,169%
CHAM
1017
Clear Harbor Asset Management
Connecticut
$3.42M +$224K +3,037 +7%
SAIG
1018
Semper Augustus Investments Group
Colorado
$3.4M +$2.29K +31 +0.1%
FSA
1019
Fort Sheridan Advisors
Illinois
$3.39M +$468K +6,347 +16%
SWM
1020
SeaCrest Wealth Management
New York
$3.39M -$411K -5,566 -11%
CVM
1021
Cheviot Value Management
California
$3.38M +$660K +8,946 +24%
RSC
1022
Red Spruce Capital
Pennsylvania
$3.38M +$352K +4,771 +12%
HCM
1023
Harvey Capital Management
Florida
$3.37M +$69.6K +943 +2%
FNBTCON
1024
First National Bank & Trust Co of Newtown
Pennsylvania
$3.37M -$44.4K -602 -1%
HFM
1025
Hartford Financial Management
Connecticut
$3.36M +$130K +1,762 +4%