Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1426
Sompo Asset Management
Japan
$365K +$394K +2,460 New
WC
1427
Westhampton Capital
North Carolina
$364K – – –
PI
1428
Pettee Investors
Connecticut
$362K – – –
PPWM
1429
Paragon Private Wealth Management
Kentucky
$362K +$801 +5 +0.2%
HCA
1430
Harbour Capital Advisors
Virginia
$362K +$102K +634 +37%
BCA
1431
Bay Colony Advisors
Massachusetts
$361K -$192K -1,200 -33%
EWM
1432
Evermay Wealth Management
Virginia
$361K +$2.72K +17 +0.7%
RFA
1433
Resurgent Financial Advisors
Georgia
$360K -$3.84K -24 -1%
CPSAC
1434
Chas P. Smith & Associates (CPS)
Florida
$360K +$11.5K +72 +3%
IIA
1435
IPG Investment Advisors
California
$357K +$80.1K +500 +26%
AP
1436
Appleton Partners
Massachusetts
$357K -$80.4K -502 -17%
IIM
1437
Intact Investment Management
Quebec, Canada
$356K -$384K -2,400 -50%
IFS
1438
Ifrah Financial Services
Arkansas
$356K -$1.92K -12 -0.5%
FAFN
1439
First Affirmative Financial Network
Colorado
$356K +$83.1K +519 +28%
CAG
1440
Csenge Advisory Group
Florida
$355K -$115K -721 -23%
JAG
1441
Journey Advisory Group
Kentucky
$355K -$66.6K -416 -15%
RMDI
1442
R.M. Davis Inc
Maine
$354K -$24K -150 -6%
MTIC
1443
Missouri Trust & Investment Company
Missouri
$354K +$16K +100 +4%
STA
1444
Summit Trail Advisors
New York
$353K +$45.5K +284 +14%
BFC
1445
Bedel Financial Consulting
Indiana
$352K +$6.08K +38 +2%
GC
1446
GFG Capital
Florida
$352K +$60.5K +378 +19%
AT
1447
Arvest Trust
Oklahoma
$352K +$380K +2,373 New
I2I
1448
Insight 2811 Inc
Illinois
$351K +$1.76K +11 +0.5%
TAIM
1449
TD Ameritrade Investment Management
Nebraska
$349K -$78.6K -491 -17%
CTA
1450
Colonial Trust Advisors
South Carolina
$347K +$39.5K +247 +12%