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Name Holding Trade Value Shares
Change
Change in
Stake
CCT
1101
Capital City Trust
Florida
$316K
LA
1102
LVW Advisors
New York
$313K +$8.96K +113 +3%
AWM
1103
Altavista Wealth Management
North Carolina
$311K -$8.72K -110 -3%
BOS
1104
Bank of Stockton
California
$310K -$15.9K -200 -5%
DMC
1105
Drexel Morgan & Co
Pennsylvania
$309K
Cetera Investment Advisers
1106
Cetera Investment Advisers
Illinois
$309K +$51.3K +647 +19%
PFS
1107
Physicians Financial Services
North Carolina
$308K -$66.6K -840 -17%
CAM
1108
Concorde Asset Management
Michigan
$307K +$33.9K +427 +12%
CA
1109
Cornerstone Advisory
Maryland
$306K +$47K +592 +17%
WP
1110
WMS Partners
Maryland
$305K +$44.6K +562 +16%
DRD
1111
Dennis R. Delaney
$305K +$79.3K +1,000 +33%
CA
1112
Clearstead Advisors
Ohio
$300K +$1.59K +20 +0.5%
LJHT
1113
Laurie J. Hall Trustee
$296K +$95.2K +1,200 +44%
1WA
1114
180 Wealth Advisors
Washington
$295K +$7.85K +99 +3%
OCM
1115
One Capital Management
California
$294K
VIM
1116
Veritas Investment Management
United Kingdom
$294K
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K -$23.8K -300 -7%
CFG
1118
Citizens Financial Group
Rhode Island
$289K -$7.22K -91 -2%
PL
1119
Perpetual Ltd
Australia
$288K +$301K +3,800 New
HIC
1120
Holderness Investments Company
North Carolina
$285K
PCMC
1121
Paragon Capital Management (Colorado)
Colorado
$285K +$297K +3,750 New
AW
1122
Alpha Windward
Massachusetts
$283K -$22.5K -284 -7%
FFSOTS
1123
Fiduciary Financial Services of The Southwest
Texas
$283K +$15.1K +191 +5%
SIAS
1124
Shine Investment Advisory Services
Colorado
$282K
BP
1125
Ballentine Partners
Massachusetts
$279K +$29.6K +373 +11%