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Name Holding Trade Value Shares
Change
Change in
Stake
LFM
1701
Lumina Fund Management
New York
$964K +$387K +5,240 +67%
MAP
1702
Moody Aldrich Partners
Massachusetts
$962K +$366K +4,957 +61%
HWM
1703
Hemington Wealth Management
Virginia
$961K +$83.4K +1,131 +9%
NAM
1704
NorthCoast Asset Management
Connecticut
$959K +$83K +1,125 +9%
WFM
1705
Wolff Financial Management
Michigan
$957K +$101K +1,369 +12%
PA
1706
Procyon Advisors
Connecticut
$956K +$134K +1,811 +16%
TBNY
1707
Trustco Bank (New York)
New York
$955K
WGA
1708
Weather Gauge Advisory
Virginia
$953K -$13.4K -182 -1%
PC
1709
Port Capital
Illinois
$952K +$8.11K +110 +0.9%
BPM
1710
Bowling Portfolio Management
Ohio
$950K -$725K -9,835 -43%
AWA
1711
Arkadios Wealth Advisors
Georgia
$949K +$198K +2,684 +26%
PCM
1712
Perkins Capital Management
Minnesota
$946K
BFA
1713
Beacon Financial Advisory
Ohio
$945K +$473K +6,409 +100%
MMHP
1714
Murphy Middleton Hinkle & Parker
Georgia
$942K +$1.77K +24 +0.2%
TC
1715
Toews Corporation
New Jersey
$940K +$943K +12,786 New
AIA
1716
Angeles Investment Advisors
California
$939K -$60.3K -818 -6%
EHWM
1717
Eads & Heald Wealth Management
Georgia
$939K +$29.1K +394 +3%
WEPOG
1718
Wealth Enhancement & Preservation of GA
Georgia
$936K +$42.3K +574 +5%
APG
1719
Abacus Planning Group
South Carolina
$933K +$14.7K +199 +2%
SP
1720
Symmetry Partners
Connecticut
$930K -$1.57M -21,324 -63%
CYG
1721
Clean Yield Group
Vermont
$929K -$47.9K -649 -5%
FDS
1722
Freedom Day Solutions
Texas
$928K +$55.4K +751 +6%
WMSA
1723
Weiss Multi-Strategy Advisers
New York
$927K -$37K -501 -4%
CCM
1724
Community Capital Management
Florida
$925K
WA
1725
Wealth Architects
California
$922K +$35.8K +486 +4%