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Name Holding Trade Value Shares
Change
Change in
Stake
LSC
1726
Lesa Sroufe & Co
Washington
$310K +$14K +249 +5%
LPT
1727
Legacy Private Trust
Wisconsin
$309K
MIC
1728
Meridian Investment Counsel
California
$307K +$169 +3 +0.1%
GWS
1729
Glassman Wealth Services
Virginia
$306K -$56.4K -999 -16%
S
1730
SimplyRich
California
$305K
ACM
1731
Alethea Capital Management
Washington
$304K -$314K -5,567 -52%
BWM
1732
Baystate Wealth Management
Massachusetts
$304K -$11.9K -211 -4%
ZAM
1733
Zevin Asset Management
Massachusetts
$304K
PGWM
1734
Parisi Gray Wealth Management
New Jersey
$303K -$11.6K -205 -4%
UAS
1735
United Asset Strategies
New York
$299K +$113 +2 +0%
BWA
1736
BDO Wealth Advisors
Florida
$299K +$10.6K +188 +4%
PAS
1737
Partnervest Advisory Services
California
$298K -$129K -2,278 -31%
KPCM
1738
Kings Point Capital Management
New York
$298K
TCM
1739
Teza Capital Management
Illinois
$297K -$793K -14,049 -73%
CCMG
1740
Clark Capital Management Group
Pennsylvania
$297K -$23.9K -424 -8%
TC
1741
TradeLink Capital
Illinois
$297K +$290K +5,135 New
CICI
1742
Capital Investment Counsel Inc
North Carolina
$293K
LWM
1743
Lyell Wealth Management
California
$292K -$38.8K -688 -12%
BCM
1744
Baltimore Capital Management
Maryland
$292K -$11.8K -209 -4%
SIA
1745
Starfire Investment Advisers
Michigan
$292K -$10.8K -191 -4%
HCM
1746
HMS Capital Management
Tennessee
$292K +$285K +5,046 New
RMSCM
1747
R.M. Sincerbeaux Capital Management
New York
$291K -$118K -2,096 -29%
FHC
1748
First Heartland Consultants
Missouri
$290K -$129K -2,292 -31%
MPIA
1749
Mountain Pacific Investment Advisers
Idaho
$290K
GWM
1750
Greenwich Wealth Management
Connecticut
$288K +$280K +4,966 New