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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1001
Cumberland Partners
Ontario, Canada
$12.7M +$10.7M +252,048 +1,667%
BCMO
1002
Buckingham Capital Management (Ohio)
Ohio
$12.7M +$123K +2,896 +1%
SFS
1003
Strategic Financial Services
New York
$12.7M -$274K -6,452 -2%
M
1004
MOTCO
Texas
$12.7M +$281K +6,624 +3%
RC
1005
Roundview Capital
New Jersey
$12.7M -$193K -4,544 -2%
MHS
1006
M Holdings Securities
Oregon
$12.6M +$658K +15,508 +6%
WF
1007
WealthTrust Fairport
Ohio
$12.6M +$547K +12,888 +5%
EWM
1008
Endurance Wealth Management
Rhode Island
$12.6M -$1.16M -27,412 -9%
PAM
1009
Premier Asset Management
Illinois
$12.6M -$1.44M -33,968 -11%
RPA
1010
Rock Point Advisors
Vermont
$12.6M -$300K -7,084 -3%
EWM
1011
Executive Wealth Management
Michigan
$12.6M +$384K +9,044 +4%
CM
1012
Churchill Management
California
$12.5M -$502K -11,836 -4%
BWFA
1013
Baltimore-Washington Financial Advisors
Maryland
$12.5M -$270K -6,360 -2%
CIM
1014
Corda Investment Management
Texas
$12.5M +$6.25M +147,448 +128%
FHA
1015
Flagship Harbor Advisors
Massachusetts
$12.5M +$273K +6,440 +3%
CEI
1016
Clark Estates Inc
New York
$12.4M +$5.26M +123,936 +90%
CBU
1017
CIBC Bank USA
Illinois
$12.4M +$453K +10,668 +4%
OIA
1018
Optimum Investment Advisors
Illinois
$12.4M -$85.3K -2,012 -0.8%
GI
1019
Gradient Investments
Minnesota
$12.4M -$708K -16,688 -6%
WAS
1020
Wesleyan Assurance Society
United Kingdom
$12.4M +$11.1M +260,600 New
TF
1021
Tompkins Financial
New York
$12.4M +$227K +5,344 +2%
QI
1022
Quilter Investors
United Kingdom
$12.3M -$280K -6,596 -2%
KFP
1023
KMG Fiduciary Partners
Ohio
$12.3M +$495K +11,660 +5%
Cetera Investment Advisers
1024
Cetera Investment Advisers
Illinois
$12.2M +$7.8K +184 +0.1%
SC
1025
Saybrook Capital
North Carolina
$12.2M +$55.1K +1,300 +0.5%