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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1201
Beach Investment Management
Pennsylvania
$709K
MFW
1202
Meristem Family Wealth
Minnesota
$709K +$18.4K +230 +3%
WRM
1203
Westport Resources Management
Connecticut
$707K -$3.18M -39,743 -82%
PIM
1204
Progressive Investment Management
Oregon
$706K
TNAM
1205
Terra Nova Asset Management
New York
$703K -$74.9K -935 -10%
PRHC
1206
P.R. Herzig & Co
New York
$695K -$16K -200 -2%
EM
1207
Excalibur Management
Massachusetts
$694K
ST
1208
Smithfield Trust
Pennsylvania
$692K -$261K -3,254 -28%
BSW
1209
Buckingham Strategic Wealth
Missouri
$687K +$19.4K +242 +3%
SAMC
1210
Shinko Asset Management Company
Japan
$686K -$41.5K -518 -6%
WIS
1211
Wright Investors Service
Connecticut
$682K +$128K +1,600 +24%
LJAC
1212
L.J. Altfest & Co
New York
$679K +$1.84K +23 +0.3%
TCM
1213
Traynor Capital Management
Pennsylvania
$678K +$560 +7 +0.1%
NCMW
1214
Northern Capital Management (Wisconsin)
Wisconsin
$676K -$34K -425 -5%
SCA
1215
Salient Capital Advisors
Texas
$676K -$12.5K -156 -2%
Wealth Enhancement Advisory Services
1216
Wealth Enhancement Advisory Services
Minnesota
$676K +$649K +8,105 New
VWA
1217
V Wealth Advisors
Kansas
$675K -$59.2K -739 -8%
CDH
1218
Charles D. Hyman
$674K -$6.49K -81 -1%
CWM
1219
Confluence Wealth Management
Oregon
$674K
GCA
1220
Gideon Capital Advisors
New York
$668K -$2.03M -25,336 -76%
LCP
1221
Legacy Capital Partners
Wisconsin
$666K +$120K +1,500 +23%
FIM
1222
Freedom Investment Management
Connecticut
$662K +$72.5K +906 +13%
TYCC
1223
Texas Yale Capital Corp
Florida
$659K
JCM
1224
Jacobi Capital Management
Pennsylvania
$658K +$13.4K +168 +2%
PFS
1225
Prospera Financial Services
Texas
$653K +$150K +1,870 +31%