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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
901
Jacobus Wealth Management
Wisconsin
$110K +$103K +2,846 New
DOA
902
D'Orazio & Associates
Virginia
$108K – – –
HCP
903
Holt Capital Partners
Texas
$108K – – –
ST
904
Smithfield Trust
Pennsylvania
$108K – – –
PC
905
Pier Capital
Connecticut
$103K +$38.4K +1,056 +65%
PSI
906
Pinnacle Summer Investments
Virginia
$102K +$49.4K +1,360 +110%
NME
907
Notis-McConarty Edward
$101K – – –
WEC
908
Winslow Evans & Crocker
Massachusetts
$101K +$58.1K +1,600 +160%
RIA
909
Regal Investment Advisors
Michigan
$95K +$16.7K +460 +23%
TF
910
Tompkins Financial
New York
$92K -$79.2K -2,180 -48%
TFA
911
Transamerica Financial Advisors
Florida
$92K +$7.26K +200 +9%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$89.8K +$7.05K +194 +9%
PMFA
913
Plante Moran Financial Advisors
Michigan
$84K +$41.9K +1,154 +115%
CFS
914
Community Financial System
New York
$83K -$10.9K -300 -12%
PSC
915
Prentiss Smith & Co
Vermont
$81K +$36.3K +1,000 +91%
FM
916
Forward Management
California
$77K +$21.8K +600 +43%
IC
917
IKOS CIF
Cyprus
$69K -$260K -7,162 -80%
CG
918
Colony Group
Massachusetts
$69K -$2.25K -62 -3%
CL
919
CFS LLC
Oklahoma
$68K +$13.6K +374 +27%
GSC
920
Ground Swell Capital
South Carolina
$65K +$61.5K +1,692 New
JFA
921
JNBA Financial Advisors
Minnesota
$56K – – –
PO
922
Private Ocean
California
$55K -$7.48K -206 -13%
SJIM
923
St. Johns Investment Management
Florida
$51K +$8.21K +226 +21%
TDC
924
Thompson Davis & Co
Virginia
$49K -$16.1K -444 -26%
GI
925
Gradient Investments
Minnesota
$44K +$40.8K +1,124 +11,240%