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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1676
Reilly Financial Advisors
California
$330K +$6.43K +106 +2%
MC
1677
Miles Capital
Iowa
$329K -$36.9K -609 -10%
FM
1678
Family Management
New York
$329K – – –
AFP
1679
Ausdal Financial Partners
Iowa
$326K -$849 -14 -0.3%
CIP
1680
Convergence Investment Partners
Florida
$324K -$7.15K -118 -2%
MIC
1681
Meridian Investment Counsel
California
$324K +$182 +3 +0.1%
MSFP
1682
Mark Sheptoff Financial Planning
Connecticut
$323K +$19K +314 +6%
GRP
1683
Global Retirement Partners
California
$323K +$20.9K +345 +7%
BCM
1684
Baltimore Capital Management
Maryland
$321K – – –
IIM
1685
Intact Investment Management
Quebec, Canada
$320K – – –
LCP
1686
Legacy Capital Partners
Wisconsin
$320K – – –
AAP
1687
Ardsley Advisory Partners
Connecticut
$320K +$318K +5,240 New
VI
1688
Versor Investments
New York
$317K +$28.6K +472 +10%
HHGA
1689
Halbert Hargrove Global Advisors
California
$316K -$78.4K -1,293 -20%
DIA
1690
Davidson Investment Advisors
Montana
$315K – – –
ACM
1691
Ashford Capital Management
Delaware
$314K – – –
BAM
1692
Burgundy Asset Management
Ontario, Canada
$310K – – –
GWS
1693
Glassman Wealth Services
Virginia
$310K – – –
BWP
1694
BSW Wealth Partners
Colorado
$310K +$4K +66 +1%
FIM
1695
Farmhouse Investment Management
California
$309K – – –
CCM
1696
Condor Capital Management
New Jersey
$309K +$13.1K +216 +4%
RAM
1697
Redmond Asset Management
Virginia
$308K -$39K -644 -11%
IWA
1698
Intercontinental Wealth Advisors
Texas
$308K -$10.4K -171 -3%
BRF
1699
B. Riley Financial
California
$308K +$306K +5,042 New
RGC
1700
Roberts, Glore & Co
Illinois
$307K -$11K -182 -3%