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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1576
Tortoise Investment Management
New York
$502K -$14K -130 -3%
UAS
1577
United Asset Strategies
New York
$502K +$52.2K +484 +11%
SIG
1578
Stanford Investment Group
California
$499K
WC
1579
Whitney & Co
New York
$498K
PCMC
1580
Paragon Capital Management (Colorado)
Colorado
$494K -$21.6K -200 -4%
SIM
1581
SSI Investment Management
California
$491K -$5.39K -50 -1%
AF
1582
Allworth Financial
California
$490K +$8.62K +80 +2%
YP
1583
Yellowstone Partners
Idaho
$489K +$108 +1 +0%
ZF
1584
Zhang Financial
Michigan
$488K
CAAS
1585
Capital Asset Advisory Services
Michigan
$487K
BO
1586
BRR OpCo
Ohio
$482K +$6.14K +57 +1%
MIM
1587
Marco Investment Management
Georgia
$481K -$24K -223 -5%
HC
1588
Hourglass Capital
Texas
$481K
KSA
1589
Ken Stern & Associates
California
$479K +$108 +1 +0%
ECAM
1590
East Coast Asset Management
Massachusetts
$472K
KA
1591
Kovack Advisors
Florida
$472K +$67K +622 +17%
HI
1592
Horizon Investments
North Carolina
$468K +$464K +4,304 New
MLL
1593
Moody Lynn & Lieberson
Massachusetts
$467K +$27.8K +258 +6%
SCA
1594
STALEY CAPITAL ADVISERS
Pennsylvania
$466K -$48.5K -450 -10%
AWM
1595
AllSquare Wealth Management
New York
$464K
Koshinski Asset Management
1596
Koshinski Asset Management
Illinois
$463K +$39.2K +364 +9%
CCM
1597
Cribstone Capital Management
Maine
$460K -$73.8K -685 -14%
SGA
1598
Strategic Global Advisors
California
$460K -$108 -1 -0%
BLAM
1599
Bourne Lent Asset Management
New York
$460K
CAM
1600
Cubic Asset Management
Massachusetts
$460K