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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1326
Segment Wealth Management
Texas
$1.84M +$510K +6,204 +41%
DWM
1327
Dorchester Wealth Management
Quebec, Canada
$1.84M +$77.6K +945 +5%
FCT
1328
Family Capital Trust
Massachusetts
$1.84M
AAM
1329
Aureus Asset Management
Massachusetts
$1.84M +$126K +1,536 +8%
CFMC
1330
Curbstone Financial Management Corp
New Hampshire
$1.83M +$7.72K +94 +0.4%
BG
1331
Berry Group
Massachusetts
$1.83M +$1.74M +21,125 New
HTHT
1332
Hemenway Trust Hemenway Trust
New Hampshire
$1.83M -$549K -6,682 -24%
PCP
1333
Proficio Capital Partners
Massachusetts
$1.82M +$98.2K +1,195 +6%
VFM
1334
Viking Fund Management
North Dakota
$1.82M
LF
1335
Lee Financial
Texas
$1.82M +$411 +5 +0%
AIC
1336
Archer Investment Corporation
Indiana
$1.82M +$29.1K +354 +2%
KA
1337
Kovack Advisors
Florida
$1.81M +$108K +1,315 +7%
KFS
1338
Kurt F. Somerville
$1.81M -$47.8K -582 -3%
RMC
1339
Resources Management Corp
Connecticut
$1.81M +$11.6K +141 +0.7%
IIC
1340
Integrated Investment Consultants
Michigan
$1.81M -$360K -4,377 -17%
WC
1341
Whitnell & Co
Illinois
$1.81M
PFA
1342
Pure Financial Advisors
California
$1.81M +$26.4K +321 +2%
WCM
1343
Whitener Capital Management
North Carolina
$1.81M +$154K +1,876 +10%
CCG
1344
Ceeto Capital Group
Florida
$1.8M -$43K -524 -2%
SRC
1345
Shufro Rose & Co
New York
$1.8M +$86.1K +1,048 +5%
RCG
1346
Rock Creek Group
District of Columbia
$1.79M +$1.7M +20,657 New
CPO
1347
Cerity Partners OCIO
New York
$1.78M +$529K +6,442 +41%
QCM
1348
Quest Capital Management
Texas
$1.78M -$64.1K -781 -4%
WSCM
1349
Wellington Shields Capital Management
New York
$1.78M +$18.1K +220 +1%
MWA
1350
Meridian Wealth Advisors
Texas
$1.78M -$23.2K -283 -1%