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Name Holding Trade Value Shares
Change
Change in
Stake
CMI
2126
Clare Market Investments
Texas
$232K +$222K +2,904 New
SFA
2127
Stewardship Financial Advisors
Georgia
$232K
AAMA
2128
Advanced Asset Management Advisors
Ohio
$231K -$38.4K -502 -15%
QAM
2129
QCI Asset Management
New York
$231K +$7.96K +104 +4%
WIM
2130
Westside Investment Management
California
$231K +$222K +2,898 New
WIP
2131
Wellesley Investment Partners
Massachusetts
$230K -$277K -3,617 -56%
TJHA
2132
Thomas J. Herzfeld Advisors
Florida
$229K +$58.3K +761 +36%
MWC
2133
MBM Wealth Consultants
Missouri
$227K
FA
2134
FCG Advisors
New Jersey
$227K +$3.9K +51 +2%
FRM
2135
Fox Run Management
Connecticut
$227K +$217K +2,839 New
KCM
2136
Kendall Capital Management
Maryland
$226K
NP
2137
NS Partners
United Kingdom
$226K
RA
2138
Riverstone Advisors
Texas
$226K
MA
2139
MONECO Advisors
Connecticut
$225K -$18.8K -246 -8%
ATIA
2140
American Trust Investment Advisors
New Hampshire
$225K
KFA
2141
Kays Financial Advisory
Georgia
$225K +$383 +5 +0.2%
FMB
2142
Field & Main Bank
Kentucky
$225K +$34.9K +456 +19%
SGK
2143
Steigerwald Gordon & Koch
Virginia
$223K +$214K +2,792 New
FNBOSM
2144
First National Bank of South Miami
Florida
$222K
SWA
2145
SFMG Wealth Advisors
Texas
$221K -$88.7K -1,159 -29%
TG
2146
TLP Group
Illinois
$221K +$21.2M +276,462 New
TIA
2147
Traphagen Investment Advisors
New Jersey
$220K +$5.97K +78 +3%
PPW
2148
Pasadena Private Wealth
California
$220K -$12.9K -169 -6%
HFA
2149
Huber Financial Advisors
Illinois
$219K -$569K -7,435 -73%
LFG
2150
Larson Financial Group
Missouri
$219K +$842 +11 +0.4%