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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1201
Smith, Moore & Co
Missouri
$332K +$3.4K +29 +1%
MSAM
1202
Moloney Securities Asset Management
Missouri
$330K +$469 +4 +0.2%
PCS
1203
Personal CFO Solutions
New Jersey
$329K +$292K +2,488 New
SFWA
1204
Summit Financial Wealth Advisors
Louisiana
$325K -$25.8K -220 -7%
HIS
1205
Harvest Investment Services
Illinois
$324K -$16.1K -137 -5%
TMAM
1206
Tokio Marine Asset Management
Japan
$323K -$13.3K -113 -4%
CAGAS
1207
Capital Advisory Group Advisory Services
Minnesota
$322K -$469 -4 -0.2%
VHAM
1208
Van Hulzen Asset Management
California
$321K -$17.3K -147 -6%
SC
1209
Searle & Co
Connecticut
$321K
WC
1210
Westhampton Capital
North Carolina
$321K
HIA
1211
Harbor Investment Advisory
Maryland
$321K +$294K +2,505 New
WKWM
1212
Walter & Keenan Wealth Management
Indiana
$319K -$37.9K -323 -12%
FNBSF
1213
First National Bank Sioux Falls
South Dakota
$319K -$5.87K -50 -2%
AFP
1214
Ausdal Financial Partners
Iowa
$317K -$9.15K -78 -3%
CYG
1215
Clean Yield Group
Vermont
$315K -$15.3K -130 -5%
CFW
1216
CA Family Wealth
California
$315K +$288K +2,456 New
FRM
1217
Fox Run Management
Connecticut
$314K -$402K -3,429 -58%
PCG
1218
Private Capital Group
Connecticut
$314K +$2.7K +23 +0.9%
DWM
1219
Doyle Wealth Management
Florida
$314K +$30.9K +263 +12%
AIM
1220
Avity Investment Management
Connecticut
$313K -$7.75K -66 -3%
HCM
1221
Hall Capital Management
Rhode Island
$313K +$44K +375 +18%
FHC
1222
First Heartland Consultants
Missouri
$308K -$11.7K -100 -4%
BFM
1223
Boothbay Fund Management
New York
$305K -$50.9K -434 -15%
PWP
1224
Principle Wealth Partners
Connecticut
$305K
BFM
1225
Boston Financial Management
Massachusetts
$303K -$5.75K -49 -2%