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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1601
Gryphon Financial Partners
Ohio
$906K +$326K +8,466 +64%
MCIA
1602
Mountain Capital Investment Advisors
Colorado
$905K +$13.2K +342 +2%
SIM
1603
SSI Investment Management
California
$904K -$5.31K -138 -0.6%
VHAM
1604
Van Hulzen Asset Management
California
$903K -$4.65M -120,835 -85%
MC
1605
Mathes Company
New York
$903K -$24.3K -632 -3%
PAM
1606
Pegasus Asset Management
New York
$901K -$34.5K -896 -4%
WTFG
1607
Wells Trecaso Financial Group
Ohio
$901K +$14.8K +385 +2%
CW
1608
Cobiz Wealth
Colorado
$900K +$829K +21,527 New
WPW
1609
Waldron Private Wealth
Pennsylvania
$899K +$17.1K +445 +2%
AEPG
1610
American Economic Planning Group
New Jersey
$899K +$134K +3,474 +19%
MKC
1611
M. Kraus & Co
Vermont
$898K -$4.04K -105 -0.5%
ACM
1612
Advisors Capital Management
New Jersey
$898K +$191K +4,951 +30%
BFA
1613
Beaumont Financial Advisors
Massachusetts
$897K
BRM
1614
Boston Research & Management
Massachusetts
$888K -$105K -2,716 -11%
MIH
1615
Meitav Investment House
Israel
$887K -$213K -5,543 -21%
MCM
1616
McRae Capital Management
New Jersey
$885K -$2.55M -66,148 -76%
GSC
1617
G&S Capital
Colorado
$884K
HCM
1618
HGI Capital Management
New York
$881K -$111K -2,878 -12%
CAM
1619
Covenant Asset Management
New Jersey
$881K -$24.3K -632 -3%
CAC
1620
Certified Advisory Corp
Florida
$879K -$13.5K -350 -2%
CWM
1621
Chesapeake Wealth Management
Virginia
$876K -$26.4K -685 -3%
CQS
1622
Credential Qtrade Securities
$875K +$806K +20,933 New
OIA
1623
OneDigital Investment Advisors
Kansas
$873K +$36.4K +945 +5%
FDCC
1624
Foster Dykema Cabot & Co
Massachusetts
$872K -$962 -25 -0.1%
ERIM
1625
Eagle Ridge Investment Management
Connecticut
$862K