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Name Holding Trade Value Shares
Change
Change in
Stake
RP
1776
Rice Partnership
Hawaii
$446K
TL
1777
TrueWealth LLC
Georgia
$446K
LK
1778
Lumbard & Kellner
New Hampshire
$442K
KM
1779
Kalos Management
Georgia
$430K -$306K -2,153 -43%
HCP
1780
Holt Capital Partners
Texas
$428K
PCM
1781
Pointe Capital Management
Michigan
$425K +$1.42K +10 +0.4%
BCP
1782
Berkeley Capital Partners
Georgia
$424K +$10.9K +77 +3%
AIS
1783
American Investment Services
Massachusetts
$424K +$15.8K +111 +4%
KF
1784
Krilogy Financial
Missouri
$421K
SAA
1785
Southeast Asset Advisors
Georgia
$420K
CPC
1786
Cookson Peirce & Co
Pennsylvania
$419K +$14.9K +105 +4%
DW
1787
Domani Wealth
Pennsylvania
$418K +$105K +735 +36%
BWM
1788
Buckley Wealth Management
Nevada
$415K +$57.2K +402 +17%
UAS
1789
United Asset Strategies
New York
$414K -$1.43M -10,066 -78%
WRM
1790
Weybosset Research & Management
Rhode Island
$412K
SFM
1791
Signet Financial Management
New Jersey
$410K +$28.4K +200 +8%
AEPG
1792
American Economic Planning Group
New Jersey
$408K -$3.41K -24 -0.9%
SCA
1793
Sippican Capital Advisors
Massachusetts
$407K
STMM
1794
South Texas Money Management
Texas
$406K +$79.1K +556 +26%
CSM
1795
CAMG Solamere Management
North Carolina
$405K -$126K -887 -25%
Aristotle Capital Management
1796
Aristotle Capital Management
California
$405K
HBT
1797
Hills Bank & Trust
Iowa
$405K +$98K +689 +34%
SIM
1798
Sadoff Investment Management
Wisconsin
$404K -$7.11K -50 -2%
SIG
1799
Sky Investment Group
Connecticut
$403K
SCM
1800
SOL Capital Management
Maryland
$399K -$35.5K -250 -9%