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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1801
Ronald Blue & Co
Georgia
$215K +$213K +3,507 New
HCM
1802
Hilton Capital Management
New York
$214K -$515K -8,458 -71%
IP
1803
Intellectus Partners
California
$213K +$99.5K +1,635 +89%
TBC
1804
Tweedy, Browne Co
Connecticut
$212K – – –
SAMC
1805
Spectrum Asset Management (California)
California
$210K -$9.56K -157 -4%
TAM
1806
Todd Asset Management
Kentucky
$209K +$208K +3,425 New
CA
1807
Callahan Advisors
Texas
$208K +$207K +3,403 New
AR
1808
Advisory Research
Illinois
$207K -$9.01K -148 -4%
GAG
1809
GM Advisory Group
New York
$205K +$202K +3,326 New
VV
1810
Verity & Verity
South Carolina
$205K +$204K +3,355 New
BWA
1811
BDO Wealth Advisors
Florida
$204K +$203K +3,342 New
AIS
1812
American Investment Services
Massachusetts
$203K +$202K +3,313 New
PAMG
1813
Patton Albertson Miller Group
Tennessee
$202K -$18K -296 -8%
TFO
1814
Tarbox Family Office
California
$202K – – –
AIM
1815
Allen Investment Management
New York
$202K +$201K +3,299 New
ACP
1816
Aveo Capital Partners
Colorado
$201K -$1.83K -30 -0.9%
KF
1817
Krilogy Financial
Missouri
$201K +$670 +11 +0.3%
DA
1818
Dillon & Associates
Michigan
$200K -$5.48K -90 -3%
HFA
1819
High Falls Advisors
New York
$200K +$199K +3,274 New
IP
1820
Isthmus Partners
Wisconsin
$199K – – –
VCM
1821
Versant Capital Management
Arizona
$198K -$365 -6 -0.2%
TIM
1822
Tortoise Investment Management
New York
$184K -$1.58K -26 -0.9%
WIM
1823
Westside Investment Management
California
$182K +$12.1K +198 +7%
JFA
1824
JNBA Financial Advisors
Minnesota
$181K – – –
TWMP
1825
Taylor Wealth Management Partners
Massachusetts
$180K – – –