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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1001
Jones Financial Companies
Missouri
$211K -$70.7K -981 -25%
GHAM
1002
Gilman Hill Asset Management
Connecticut
$211K -$9.01K -125 -4%
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$211K +$720 +10 +0.3%
SP
1004
Successful Portfolios
Florida
$210K -$12K -167 -5%
CL
1005
CPWM LLC
Washington
$207K -$453K -6,285 -69%
HT
1006
Heritage Trust
Oklahoma
$205K
MCM
1007
Manchester Capital Management
Vermont
$204K
BWAM
1008
Boyd Watterson Asset Management
Ohio
$204K +$201K +2,787 New
TIA
1009
Tiemann Investment Advisors
California
$204K +$201K +2,791 New
HK
1010
Horizon Kinetics
New York
$203K +$199K +2,763 New
BL
1011
Balentine LLC
Georgia
$195K +$192K +2,661 New
JFGIW
1012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K -$6.84K -95 -3%
SWP
1013
Strategic Wealth Partners
Ohio
$192K +$27.8K +386 +17%
SMFS
1014
Squar Milner Financial Services
California
$188K -$28.4K -394 -13%
CA
1015
Centerpoint Advisors
Massachusetts
$186K
CCM
1016
Covington Capital Management
California
$183K
C
1017
Cerebellum
California
$181K +$178K +2,473 New
WB
1018
Webster Bank
Connecticut
$180K
ARMT
1019
Amica Retiree Medical Trust
Rhode Island
$179K
PCG
1020
Private Capital Group
Connecticut
$173K -$3.89K -54 -2%
NFG
1021
Next Financial Group
Texas
$172K -$112K -1,559 -40%
SWA
1022
Sutton Wealth Advisors
Florida
$171K
AIM
1023
Arcadia Investment Management
Michigan
$171K
FANJ
1024
Financial Architects (New Jersey)
New Jersey
$167K -$4.68K -65 -3%
HCM
1025
Highlander Capital Management
New Jersey
$161K