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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1826
Hays Advisory
Tennessee
$294K +$24K +748 +9%
SFFS
1827
Stonehage Fleming Financial Services
Jersey
$293K -$102K -3,162 -27%
TCM
1828
Tradewinds Capital Management
Washington
$292K -$11.2K -350 -4%
GAMC
1829
Garner Asset Management Corp
Texas
$291K -$5.08K -158 -2%
CCC
1830
Chelsea Counsel Company
California
$291K
IT
1831
Independence Trust
Tennessee
$290K +$19.5K +606 +8%
RWM
1832
Ritholtz Wealth Management
New York
$290K +$276K +8,575 New
HHGA
1833
Halbert Hargrove Global Advisors
California
$287K -$129 -4 -0%
EA
1834
Elm Advisors
California
$287K
TIM
1835
Tortoise Investment Management
New York
$286K +$84.7K +2,635 +45%
BCM
1836
Bienville Capital Management
New York
$285K +$28.6K +889 +12%
FCIM
1837
Fairview Capital Investment Management
California
$285K +$40.1K +1,247 +17%
WA
1838
WealthTrust-Arizona
Arizona
$285K +$41.4K +1,288 +18%
PIA
1839
Peachtree Investment Advisors
Georgia
$284K -$23.7K -738 -8%
MIAN
1840
Mariner Independent Advisor Network
Kansas
$283K -$4.37M -136,024 -94%
CCM
1841
Copeland Capital Management
Pennsylvania
$282K
MGIA
1842
Matthew Goff Investment Advisor
Texas
$280K -$31K -963 -10%
CC
1843
Cedar Capital
Illinois
$279K -$17.8K -554 -6%
SMH
1844
Sanders Morris Harris
Texas
$279K
SIAS
1845
Shine Investment Advisory Services
Colorado
$279K +$162K +5,041 +158%
HFM
1846
Hartford Financial Management
Connecticut
$277K -$26.3K -817 -9%
ACM
1847
AUA Capital Management
Pennsylvania
$276K
CC
1848
Cornerstone Capital
California
$276K +$7.52K +234 +3%
AAM
1849
Aureus Asset Management
Massachusetts
$274K -$2.09K -65 -0.8%
IC
1850
InterOcean Capital
Illinois
$274K +$260K +8,087 New