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Name Holding Trade Value Shares
Change
Change in
Stake
YP
1701
Yellowstone Partners
Idaho
$207K +$203K +6,803 New
PFM
1702
Parsec Financial Management
North Carolina
$206K -$97.6K -3,274 -33%
WRM
1703
Weybosset Research & Management
Rhode Island
$206K +$202K +6,769 New
GI
1704
Glovista Investments
New Jersey
$202K +$197K +6,623 New
DBG
1705
De Burlo Group
Massachusetts
$201K +$197K +6,595 New
WCM
1706
Wisconsin Capital Management
Wisconsin
$201K +$197K +6,601 New
ADBIC
1707
A.D. Beadell Investment Counsel
Wisconsin
$201K +$197K +6,610 New
AC
1708
Alexandria Capital
Virginia
$200K -$42.5K -1,425 -18%
RCWMU
1709
Rothschild & Co Wealth Management (UK)
United Kingdom
$193K +$189K +6,324 New
JFA
1710
JNBA Financial Advisors
Minnesota
$192K +$12.2K +410 +7%
BCM
1711
Blume Capital Management
California
$187K
PIM
1712
Parasol Investment Management
Illinois
$181K +$15.7K +527 +10%
CG
1713
Colony Group
Massachusetts
$170K +$26.1K +875 +19%
HFM
1714
Hartford Financial Management
Connecticut
$167K
CWM
1715
Cranbrook Wealth Management
Michigan
$165K -$94.3K -3,162 -37%
OFS
1716
Orrstown Financial Services
Pennsylvania
$165K
GCM
1717
Grisanti Capital Management
New York
$162K
EWM
1718
Elite Wealth Management
Washington
$161K -$862K -28,916 -85%
FWC
1719
First Washington Corp
Washington
$161K
HIM
1720
Hillsdale Investment Management
Ontario, Canada
$160K -$91.1K -3,057 -37%
VIMU
1721
Veritas Investment Management (UK)
United Kingdom
$157K -$34.6K -1,159 -18%
TF
1722
Trutina Financial
Washington
$155K +$152K +5,088 New
FMP
1723
Financial Management Professionals
Texas
$145K
CA
1724
CapWealth Advisors
Tennessee
$140K +$60 +2 +0%
MCM
1725
Munder Capital Management
Michigan
$127K