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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
CMH Wealth Management
New Hampshire
$4.55M +$29.4K +51 +0.7%
ZB
1002
Zions Bancorporation
Utah
$4.54M +$130K +225 +3%
BMCM
1003
Bryn Mawr Capital Management
Pennsylvania
$4.54M +$2M +3,472 +84%
DWP
1004
Daymark Wealth Partners
Ohio
$4.54M -$210K -364 -5%
GI
1005
GS Investments
Minnesota
$4.52M -$183K -318 -4%
CPA
1006
Capital Planning Advisors
California
$4.52M -$175K -304 -4%
CIA
1007
Choate Investment Advisors
Massachusetts
$4.51M +$313K +542 +8%
BP
1008
Ballentine Partners
Massachusetts
$4.48M +$652K +1,130 +18%
MTIM
1009
Marathon Trading Investment Management
Pennsylvania
$4.47M +$4.33M +7,500 New
BFEC
1010
Benjamin F. Edwards & Company
Missouri
$4.47M +$791K +1,372 +22%
TVWM
1011
Tower View Wealth Management
Wisconsin
$4.47M -$22.5K -39 -0.5%
CAM
1012
Cypress Asset Management
Texas
$4.46M -$28.8K -50 -0.7%
PVH
1013
Psagot Value Holdings
Israel
$4.45M -$2.43M -4,215 -36%
LWM
1014
Laidlaw Wealth Management
New York
$4.41M -$577 -1 -0%
HA
1015
Harfst & Associates
Wyoming
$4.4M -$99.8K -173 -2%
KHCM
1016
Kettle Hill Capital Management
New York
$4.4M -$2.15M -3,736 -34%
BKA
1017
Brick & Kyle Associates
Pennsylvania
$4.4M
PWW
1018
Pettyjohn Wood & White
Virginia
$4.39M -$4.61K -8 -0.1%
SGI
1019
Summit Global Investments
Utah
$4.34M -$3.11M -5,386 -43%
AA
1020
ALPS Advisors
Colorado
$4.33M -$388K -672 -8%
RFN
1021
RDA Financial Network
Iowa
$4.33M +$476K +826 +13%
BSW
1022
Buckingham Strategic Wealth
Missouri
$4.32M +$17.3K +30 +0.4%
BIM
1023
Baldwin Investment Management
Pennsylvania
$4.3M +$27.7K +48 +0.7%
PA
1024
Procyon Advisors
Connecticut
$4.28M +$472K +818 +13%
CWM
1025
Concentric Wealth Management
California
$4.28M -$81.3K -141 -2%