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Name Holding Trade Value Shares
Change
Change in
Stake
S
1301
SimplyRich
California
$378K +$364K +5,615 New
SHCM
1302
Stokes & Hubbell Capital Management
Louisiana
$373K -$83K -1,281 -19%
AAC
1303
Asset Advisors Corp
Georgia
$371K
FC
1304
Fayerweather Charles
$370K -$490K -7,555 -58%
NL
1305
NWAM LLC
Washington
$368K -$69K -1,065 -16%
CSM
1306
CAMG Solamere Management
North Carolina
$367K -$45.7K -706 -11%
BPM
1307
Bowling Portfolio Management
Ohio
$367K -$11.7K -181 -3%
WRM
1308
Weybosset Research & Management
Rhode Island
$367K
BEC
1309
Blue Edge Capital
Virginia
$365K
MCM
1310
Manchester Capital Management
Vermont
$365K
GWS
1311
Glassman Wealth Services
Virginia
$365K +$16.3K +251 +5%
IAA
1312
Independent Advisor Alliance
North Carolina
$364K +$121K +1,864 +62%
MCM
1313
McRae Capital Management
New Jersey
$358K -$16.2K -250 -4%
WPC
1314
White Pine Capital
Minnesota
$358K
Koshinski Asset Management
1315
Koshinski Asset Management
Illinois
$358K +$18.4K +284 +6%
PCM
1316
Prelude Capital Management
New York
$357K +$343K +5,299 New
DP
1317
Dearborn Partners
Illinois
$356K -$53.7K -828 -14%
MLL
1318
Moody Lynn & Lieberson
Massachusetts
$355K -$4.28K -66 -1%
MC
1319
Miles Capital
Iowa
$352K -$13.3K -206 -4%
OMC
1320
Overbrook Management Corp
New York
$352K
PA
1321
Parallel Advisors
California
$350K -$64.3K -992 -16%
WP
1322
WMS Partners
Maryland
$349K -$55.1K -850 -14%
OFW
1323
Omnia Family Wealth
Florida
$348K +$39.8K +614 +14%
WWM
1324
Windsor Wealth Management
Indiana
$346K +$332K +5,131 New
FANJ
1325
Financial Architects (New Jersey)
New Jersey
$345K -$147K -2,265 -31%