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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1751
Planning Alternatives
Michigan
$525K +$607 +15 +0.1%
SC
1752
Schulhoff & Co
Ohio
$525K +$47.6K +1,175 +10%
FIM
1753
Friedberg Investment Management
Texas
$525K +$510K +12,610 New
B
1754
Bellecapital
Switzerland
$520K +$504K +12,464 New
WIC
1755
Wilkins Investment Counsel
Massachusetts
$511K
HCM
1756
Highlander Capital Management
New Jersey
$504K
AIM
1757
Arcadia Investment Management
Michigan
$503K -$166K -4,100 -25%
WA
1758
Waverly Advisors
Alabama
$502K -$64.2K -1,586 -12%
PMG
1759
ProVise Management Group
Florida
$491K -$8.09K -200 -2%
IUAM
1760
Itau USA Asset Management
New York
$484K
BIC
1761
Beach Investment Counsel
Pennsylvania
$483K -$50.6K -1,250 -10%
HRIA
1762
Haberer Registered Investment Advisor
Ohio
$482K +$24.3K +600 +5%
EP
1763
Elkhorn Partners
Nebraska
$480K -$40.5K -1,000 -8%
FNBSF
1764
First National Bank Sioux Falls
South Dakota
$476K +$9.88K +244 +2%
KWMG
1765
King Wealth Management Group
Florida
$474K -$23.4K -577 -5%
MIM
1766
Montgomery Investment Management
Maryland
$473K -$243K -6,000 -35%
DA
1767
Dillon & Associates
Michigan
$470K -$302K -7,450 -40%
RFA
1768
Reilly Financial Advisors
California
$468K +$24.6K +607 +6%
PAS
1769
Partnervest Advisory Services
California
$466K -$21.9K -540 -5%
CCB
1770
Cutter & Co Brokerage
Missouri
$465K +$16.2K +400 +4%
SFG
1771
SNS Financial Group
Minnesota
$465K +$451K +11,141 New
FWP
1772
FAS Wealth Partners
Kansas
$464K +$31.4K +777 +8%
FHC
1773
First Houston Capital
Texas
$463K +$8.09K +200 +2%
EWA
1774
EP Wealth Advisors
California
$462K -$69.4K -1,715 -13%
BOS
1775
Bank of Stockton
California
$461K +$62K +1,532 +16%