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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1226
Peak Asset Management
Colorado
$816K +$12.8K +262 +2%
SAM
1227
Symphony Asset Management
California
$816K +$161K +3,295 +26%
SAM
1228
Security Asset Management
New York
$812K – – –
OIA
1229
Optimum Investment Advisors
Illinois
$811K +$198K +4,048 +34%
HBT
1230
Hills Bank & Trust
Iowa
$809K +$152K +3,102 +24%
CCMG
1231
Clark Capital Management Group
Pennsylvania
$806K +$70.6K +1,441 +10%
PCP
1232
Proficio Capital Partners
Massachusetts
$801K +$4.95K +101 +0.6%
GF
1233
Gerstein Fisher
New York
$801K +$11K +225 +1%
HC
1234
Hourglass Capital
Texas
$797K -$2.22M -45,357 -74%
QCG
1235
Quadrant Capital Group
Ohio
$796K -$882 -18 -0.1%
BC
1236
Birchview Capital
Vermont
$794K – – –
LMIM
1237
Lockheed Martin Investment Management
Maryland
$794K +$770K +15,720 New
BP
1238
Ballentine Partners
Massachusetts
$787K +$40.3K +822 +6%
WCBA
1239
Weaver C. Barksdale & Associates
Tennessee
$784K -$5.44K -111 -0.7%
DW
1240
Domani Wealth
Pennsylvania
$784K +$179K +3,664 +31%
CAL
1241
Capital Analysts LLC
Pennsylvania
$779K -$128K -2,605 -14%
TPWA
1242
TRUE Private Wealth Advisors
Oregon
$775K +$382K +7,807 +104%
OCG
1243
Opus Capital Group
Ohio
$773K +$5.44K +111 +0.7%
BC
1244
Burney Company
Virginia
$767K -$120K -2,446 -14%
AP
1245
AHL Partners
United Kingdom
$761K -$2M -40,817 -73%
TCM
1246
Telos Capital Management
California
$759K -$35.7K -729 -5%
PCIG
1247
Partners Capital Investment Group
Massachusetts
$758K – – –
PFO
1248
Pathstone Family Office
New Jersey
$755K +$732K +14,955 New
FAM
1249
Fred Alger Management
New York
$754K – – –
CFA
1250
Carroll Financial Associates
North Carolina
$752K +$96.5K +1,970 +15%