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Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
1926
Summit Wealth & Retirement Planning
California
$635K -$132K -2,301 -16%
APG
1927
Abacus Planning Group
South Carolina
$635K -$6.52K -114 -1%
AI
1928
Accredited Investors
Minnesota
$635K +$4.35K +76 +0.6%
BMM
1929
Buffington Mohr McNeal
Idaho
$635K +$190K +3,328 +39%
CAGAS
1930
Capital Advisory Group Advisory Services
Minnesota
$634K -$114K -2,000 -14%
SIC
1931
SFE Investment Counsel
California
$633K -$37.2K -650 -5%
AAM
1932
AMI Asset Management
California
$633K +$7.21K +126 +1%
CHAM
1933
Clear Harbor Asset Management
Connecticut
$631K +$7.61K +133 +1%
WCG
1934
Weaver Consulting Group
California
$629K -$64.4K -1,126 -9%
TCMG
1935
TSP Capital Management Group
New Jersey
$629K
KM
1936
Kalos Management
Georgia
$629K +$126K +2,197 +24%
SIM
1937
SSI Investment Management
California
$627K -$7.44K -130 -1%
CCMIC
1938
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$627K +$546K +9,545 +450%
CMI
1939
Clare Market Investments
Texas
$622K -$266K -4,657 -29%
LIM
1940
Lathrop Investment Management
Arkansas
$621K -$5.72K -100 -0.9%
SA
1941
Shilanski & Associates
Alaska
$621K -$1.66K -29 -0.3%
OPCM
1942
Osborne Partners Capital Management
California
$619K -$64K -1,118 -9%
SSG
1943
Summit Securities Group
New York
$618K -$389K -6,800 -37%
PA
1944
PSI Advisors
Florida
$615K +$144K +2,510 +28%
TH
1945
Timber Hill
Connecticut
$614K
CAN
1946
Claraphi Advisory Network
United States
$614K +$5.89K +103 +0.9%
RAM
1947
Redmond Asset Management
Virginia
$613K +$76.4K +1,335 +13%
CCM
1948
Chilton Capital Management
Texas
$610K +$25.5K +445 +4%
SIC
1949
Samalin Investment Counsel
New York
$607K -$28.1K -491 -4%
VA
1950
Valmark Advisers
Ohio
$604K -$27.1K -474 -4%