Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1126
Trust Point Inc
Wisconsin
$2.87M +$2.81M +21,438 New
CCC
1127
Chelsea Counsel Company
California
$2.85M – – –
TNB
1128
Thomasville National Bank
Georgia
$2.85M +$557K +4,240 +25%
PMG
1129
Private Management Group
California
$2.84M – – –
PL
1130
Plancorp LLC
Missouri
$2.84M -$63.3K -482 -2%
ZCI
1131
Zevenbergen Capital Investments
Washington
$2.83M +$15.1K +115 +0.5%
DCM
1132
Donaldson Capital Management
Indiana
$2.81M -$101K -768 -4%
PCA
1133
Prosperity Capital Advisors
Ohio
$2.81M -$46.2K -352 -2%
Boston Partners
1134
Boston Partners
Massachusetts
$2.8M -$1.21M -9,217 -31%
SP
1135
Stablepoint Partners
Massachusetts
$2.79M +$28.1K +214 +1%
MNBTD
1136
Moody National Bank Trust Division
Texas
$2.79M -$139K -1,062 -5%
SL
1137
Sentinus LLC
Illinois
$2.79M +$532K +4,056 +24%
DJSG
1138
D.J. St. Germain
Massachusetts
$2.78M -$38.1K -290 -1%
LPT
1139
Legacy Private Trust
Wisconsin
$2.77M +$498K +3,795 +22%
JCM
1140
Janney Capital Management
Pennsylvania
$2.77M +$71.5K +545 +3%
MYIA
1141
Mount Yale Investment Advisors
Colorado
$2.76M +$325K +2,473 +14%
SC
1142
Shuttleworth & Co
Ohio
$2.75M +$2.69M +20,520 New
AAIS
1143
ABN AMRO Investment Solutions
$2.75M – – –
AB
1144
Atlas Brown
Kentucky
$2.74M -$13.4K -102 -0.5%
IFG
1145
Independent Financial Group
California
$2.74M -$261K -1,992 -9%
SAI
1146
Savvy Advisors Inc
New York
$2.74M -$111K -843 -4%
BFA
1147
Beaumont Financial Advisors
Massachusetts
$2.74M +$105K +803 +4%
AOWM
1148
Alpha Omega Wealth Management
Virginia
$2.74M -$13.1K -100 -0.5%
TVAMP
1149
Tennessee Valley Asset Management Partners
Tennessee
$2.74M – – –
RMDI
1150
R.M. Davis Inc
Maine
$2.74M -$387K -2,947 -13%