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Name Holding Trade Value Shares
Change
Change in
Stake
ODCM
1201
Old Dominion Capital Management
Virginia
$333K – – –
SMC
1202
Smith, Moore & Co
Missouri
$332K +$3.4K +29 +1%
MSAM
1203
Moloney Securities Asset Management
Missouri
$330K +$469 +4 +0.2%
PCS
1204
Personal CFO Solutions
New Jersey
$329K +$292K +2,488 New
SFWA
1205
Summit Financial Wealth Advisors
Louisiana
$325K -$25.8K -220 -7%
HIS
1206
Harvest Investment Services
Illinois
$324K -$16.1K -137 -5%
TMAM
1207
Tokio Marine Asset Management
Japan
$323K -$13.3K -113 -4%
CAGAS
1208
Capital Advisory Group Advisory Services
Minnesota
$322K -$469 -4 -0.2%
VHAM
1209
Van Hulzen Asset Management
California
$321K -$17.3K -147 -6%
SC
1210
Searle & Co
Connecticut
$321K – – –
WC
1211
Westhampton Capital
North Carolina
$321K – – –
HIA
1212
Harbor Investment Advisory
Maryland
$321K +$294K +2,505 New
WKWM
1213
Walter & Keenan Wealth Management
Indiana
$319K -$37.9K -323 -12%
FNBSF
1214
First National Bank Sioux Falls
South Dakota
$319K -$5.87K -50 -2%
AFP
1215
Ausdal Financial Partners
Iowa
$317K -$9.15K -78 -3%
CYG
1216
Clean Yield Group
Vermont
$315K -$15.3K -130 -5%
CFW
1217
CA Family Wealth
California
$315K +$288K +2,456 New
FRM
1218
Fox Run Management
Connecticut
$314K -$402K -3,429 -58%
PCG
1219
Private Capital Group
Connecticut
$314K +$2.7K +23 +0.9%
DWM
1220
Doyle Wealth Management
Florida
$314K +$30.9K +263 +12%
AIM
1221
Avity Investment Management
Connecticut
$313K -$7.75K -66 -3%
HCM
1222
Hall Capital Management
Rhode Island
$313K +$44K +375 +18%
FHC
1223
First Heartland Consultants
Missouri
$308K -$11.7K -100 -4%
BFM
1224
Boothbay Fund Management
New York
$305K -$50.9K -434 -15%
PWP
1225
Principle Wealth Partners
Connecticut
$305K – – –