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Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
2076
Wilkinson Global Asset Management
New York
$607K -$6.31K -114 -1%
FAM
2077
Flaharty Asset Management
Florida
$607K -$3.54K -64 -0.6%
SIM
2078
SSI Investment Management
California
$606K – – –
SEP
2079
Southland Equity Partners
Missouri
$606K +$29.6K +536 +5%
SP
2080
Sarasin & Partners
United Kingdom
$604K – – –
PG
2081
Proffitt & Goodson
Tennessee
$603K -$156K -2,812 -20%
PCP
2082
Proficio Capital Partners
Massachusetts
$602K -$6.25K -113 -1%
FSG
2083
Financial Strategies Group
Michigan
$602K +$105K +1,891 +20%
BCP
2084
Berkeley Capital Partners
Georgia
$601K +$4.59K +83 +0.8%
PFM
2085
Parsec Financial Management
North Carolina
$599K -$57K -1,030 -8%
AWAP
2086
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$599K -$19.6K -354 -3%
OPCM
2087
Osborne Partners Capital Management
California
$599K +$18.2K +329 +3%
DLCIG
2088
D.L. Carlson Investment Group
New Hampshire
$598K -$1.68M -30,405 -73%
FC
2089
Financial Consulate
Maryland
$598K +$13.6K +246 +2%
BIG
2090
Boothe Investment Group
Delaware
$597K +$17.9K +324 +3%
CFA
2091
Capstone Financial Advisors
Illinois
$594K +$37.7K +681 +7%
SICM
2092
Sustainable Insight Capital Management
New York
$594K +$51.9K +938 +9%
CWM
2093
Calamos Wealth Management
Illinois
$593K -$16.6K -300 -3%
GWS
2094
Glassman Wealth Services
Virginia
$592K +$15.9K +287 +3%
KFP
2095
KB Financial Partners
New Jersey
$592K +$69.6K +1,259 +16%
GAG
2096
GM Advisory Group
New York
$591K -$140K -2,522 -19%
ESBC
2097
E.S. Barr & Co
Kentucky
$591K -$32.5K -587 -5%
LDFR
2098
Lehman & Derafelo Financial Resources
Pennsylvania
$590K -$172K -3,112 -22%
I2I
2099
Insight 2811 Inc
Illinois
$589K -$74.6K -1,348 -11%
RIM
2100
Rockbridge Investment Management
New York
$587K +$79.7K +1,441 +15%