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Name Holding Trade Value Shares
Change
Change in
Stake
PFS Investments
1401
PFS Investments
Georgia
$966K +$343K +1,257 +41%
Montag & Associates
1402
Montag & Associates
Georgia
$966K +$358K +1,311 +44%
Clifford Swan Investment Counsel
1403
Clifford Swan Investment Counsel
California
$964K +$161K +588 +16%
CIAS
1404
Capital Investment Advisory Services
North Carolina
$960K -$27K -99 -2%
AGAM
1405
Audent Global Asset Management
California
$955K +$27K +99 +2%
CA
1406
Calton & Associates
Florida
$954K -$292K -1,071 -20%
EverSource Wealth Advisors
1407
EverSource Wealth Advisors
Alabama
$953K +$387K +1,419 +50%
AFA
1408
American Financial Advisors
Georgia
$950K -$189K -693 -14%
MCM
1409
MV Capital Management
Maryland
$950K +$411K +1,506 +55%
GWMIA
1410
Global Wealth Management Investment Advisory
Florida
$948K +$21.3K +78 +2%
Capital Investment Advisors
1411
Capital Investment Advisors
Georgia
$948K +$142K +519 +14%
GC
1412
GFG Capital
Florida
$946K +$819 +3 +0.1%
Sit Investment Associates
1413
Sit Investment Associates
Minnesota
$946K +$780K +2,856 +210%
TSWM
1414
Tyler-Stone Wealth Management
Ohio
$945K +$49.1K +180 +4%
DPI
1415
Diversified Portfolios Inc
Michigan
$944K +$1.15M +4,206 New
GAMCO Investors
1416
GAMCO Investors
Connecticut
$943K -$16.4K -60 -1%
MVA
1417
Mount Vernon Associates
Maryland
$943K – – –
NSEDCP
1418
NJ State Employees Deferred Compensation Plan
New Jersey
$943K – – –
LCM
1419
Leisure Capital Management
California
$943K +$164K +600 +17%
BMCM
1420
Bryn Mawr Capital Management
Pennsylvania
$940K +$16.4K +60 +1%
GJIC
1421
Gamble Jones Investment Counsel
California
$939K -$430K -1,575 -27%
CFO
1422
CVA Family Office
Colorado
$932K +$66.3K +243 +6%
XF
1423
XML Financial
Maryland
$931K -$78.6K -288 -6%
9WM
1424
9258 Wealth Management
Ohio
$931K +$105K +384 +10%
S
1425
Surevest
California
$931K +$285K +1,044 +34%