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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1201
Wells Trecaso Financial Group
Ohio
$1.69M -$50.7K -500 -3%
CNFG
1202
Creegan & Nassoura Financial Group
New Hampshire
$1.69M
VWM
1203
Venturi Wealth Management
Texas
$1.68M +$24.3K +240 +2%
BCM
1204
Brooktree Capital Management
Michigan
$1.68M -$26K -256 -2%
BJL
1205
Brighton Jones LLC
Washington
$1.68M +$299K +2,945 +24%
CGL
1206
Clarius Group LLC
Washington
$1.68M -$14.7K -145 -0.9%
WA
1207
WBH Advisory
Maryland
$1.67M -$54.4K -536 -3%
FHA
1208
Flagship Harbor Advisors
Massachusetts
$1.67M +$1.22K +12 +0.1%
OPPTF
1209
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.67M +$161K +1,589 +12%
ISB
1210
Iowa State Bank
Iowa
$1.67M +$64.3K +634 +4%
CHAM
1211
Clear Harbor Asset Management
Connecticut
$1.67M
HVIA
1212
Hudson Valley Investment Advisors
New York
$1.67M -$187K -1,845 -11%
JFA
1213
JNBA Financial Advisors
Minnesota
$1.65M -$7.61K -75 -0.5%
HIM
1214
HawsGoodwin Investment Management
Tennessee
$1.65M -$1.12K -11 -0.1%
KA
1215
Kovack Advisors
Florida
$1.65M +$52.9K +521 +4%
TW
1216
TrinityPoint Wealth
Connecticut
$1.64M -$63.6K -627 -4%
HB
1217
Homrich & Berg
Georgia
$1.64M +$109K +1,076 +8%
CAM
1218
Cozad Asset Management
Illinois
$1.64M +$16.4K +162 +1%
EI
1219
Ethic Inc
New York
$1.64M +$536K +5,281 +54%
SFA
1220
Sequoia Financial Advisors
Ohio
$1.64M -$83.4K -822 -5%
CWM
1221
Chesapeake Wealth Management
Virginia
$1.63M -$20.8K -205 -1%
AMG
1222
Asset Management Group
Connecticut
$1.63M +$5.28K +52 +0.3%
PAM
1223
Peak Asset Management
Colorado
$1.63M -$21.7K -214 -1%
BOC
1224
Barbara Oil Co
Illinois
$1.63M
CAM
1225
Columbia Asset Management
Michigan
$1.63M