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Name Holding Trade Value Shares
Change
Change in
Stake
AHB
1076
Abner Herrman & Brock
New Jersey
$29.1M +$1.57M +13,078 +6%
SGK
1077
Steigerwald Gordon & Koch
Virginia
$29.1M -$870K -7,231 -3%
ESBC
1078
E.S. Barr & Co
Kentucky
$29M -$263K -2,184 -1%
LSA
1079
L & S Advisors
California
$29M +$1.78M +14,788 +7%
PAS
1080
Park Avenue Securities
New York
$28.8M +$1.25M +10,394 +5%
NAMP
1081
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$28.8M -$381K -3,171 -1%
IF
1082
Ironwood Financial
Arizona
$28.7M +$24.5M +203,554 +1,605%
JPMIA
1083
J.P. Marvel Investment Advisors
Massachusetts
$28.7M -$32.5K -270 -0.1%
WEC
1084
Winslow Evans & Crocker
Massachusetts
$28.6M -$872K -7,249 -3%
AC
1085
Addenda Capital
Quebec, Canada
$28.6M -$1.84M -15,270 -7%
GI
1086
GAMCO Investors
Connecticut
$28.6M -$742K -6,171 -3%
EWM
1087
Edge Wealth Management
New York
$28.5M -$5.68M -47,206 -18%
CCM
1088
Campbell Capital Management
Florida
$28.4M +$145K +1,207 +0.5%
EWM
1089
Executive Wealth Management
Michigan
$28.4M +$1.92M +15,972 +8%
MF
1090
Montis Financial
Massachusetts
$28.3M +$23.9M +199,112 New
PJSIMP
1091
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28.3M -$519K -4,318 -2%
WCMN
1092
Westchester Capital Management (Nebraska)
Nebraska
$28.3M -$353K -2,933 -1%
CF
1093
Centaurus Financial
California
$28.2M -$350K -2,913 -1%
MMG
1094
Monetary Management Group
Missouri
$28M -$421K -3,500 -2%
CGL
1095
Clarius Group LLC
Washington
$28M +$1.49M +12,356 +6%
HCM
1096
Hilton Capital Management
New York
$28M -$2.11M -17,503 -8%
EWM
1097
Elite Wealth Management
Washington
$28M -$395K -3,283 -2%
RIM
1098
Regent Investment Management
Kentucky
$28M -$339K -2,818 -1%
GA
1099
GFS Advisors
Texas
$27.9M -$867K -7,210 -3%
BP
1100
Ballentine Partners
Massachusetts
$27.9M -$3.46M -28,803 -12%