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Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
1326
Westfield Capital Management
Massachusetts
$759K – – –
OCM
1327
Osterweis Capital Management
California
$756K – – –
SFWA
1328
Summit Financial Wealth Advisors
Louisiana
$754K +$15.4K +263 +2%
VC
1329
Vicus Capital
Pennsylvania
$753K +$15K +257 +2%
NED
1330
Nancy E. Dempze
$752K -$1.52K -26 -0.2%
WA
1331
WFG Advisors
Texas
$751K +$3.33K +57 +0.5%
MCM
1332
Marathon Capital Management
Maryland
$751K +$737K +12,610 New
KA
1333
Kovack Advisors
Florida
$750K +$397K +6,794 +117%
HHC
1334
Hutchin Hill Capital
New York
$749K +$184K +3,144 +33%
RWA
1335
River Wealth Advisors
Pennsylvania
$748K -$267K -4,572 -27%
IWA
1336
IBEX Wealth Advisors
New Jersey
$743K +$729K +12,471 New
AIM
1337
Avity Investment Management
Connecticut
$738K +$12.1K +207 +2%
MBT
1338
Montecito Bank & Trust
California
$737K – – –
CAW
1339
Cornerstone Advisors (Washington)
Washington
$737K +$427K +7,296 +144%
SWK
1340
Stephen W. Kidder
$735K -$85.8K -1,468 -11%
PP
1341
Pegasus Partners
Wisconsin
$733K +$4.09K +70 +0.6%
GCM
1342
Grisanti Capital Management
New York
$728K – – –
TRIM
1343
Thompson Rubinstein Investment Management
Oregon
$726K -$49K -838 -6%
VNA
1344
VNBTrust National Association
Virginia
$726K -$585 -10 -0.1%
TIA
1345
Tiemann Investment Advisors
California
$724K – – –
CAG
1346
Crestwood Advisors Group
Massachusetts
$717K -$9.53K -163 -1%
BDF
1347
Balasa Dinverno & Foltz
$717K +$23K +394 +3%
PFS
1348
Physicians Financial Services
North Carolina
$714K +$49.1K +839 +8%
WI
1349
Wintrust Investments
Illinois
$713K +$42.7K +730 +6%
LA
1350
LVW Advisors
New York
$713K +$66.4K +1,135 +10%