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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
Apex Capital Management
Ohio
$566K
C
1002
CFO4Life
Texas
$565K +$46.5K +295 +9%
NL
1003
NWAM LLC
Washington
$564K -$109K -692 -16%
NFC
1004
Northeast Financial Consultants
Connecticut
$564K
PFSC
1005
Peoples Financial Services Corp
Pennsylvania
$564K +$110K +700 +25%
NB
1006
NBT Bank
New York
$560K
RIM
1007
Regent Investment Management
Kentucky
$559K
KIG
1008
Kovitz Investment Group
Illinois
$556K
WA
1009
Wheatland Advisors
Pennsylvania
$551K
CPP
1010
Crow Point Partners
Massachusetts
$551K +$543K +3,447 New
WPP
1011
Whalerock Point Partners
Rhode Island
$547K
ECAM
1012
East Coast Asset Management
Massachusetts
$543K
SG
1013
Swarthmore Group
Pennsylvania
$539K -$78.7K -500 -13%
GLI
1014
Guardian Life Insurance
New York
$531K -$160K -1,016 -23%
SKK
1015
Shepherd Kaplan Krochuk
Massachusetts
$524K -$177K -1,125 -26%
SWA
1016
SFMG Wealth Advisors
Texas
$524K +$516K +3,276 New
FMBTD
1017
First Midwest Bank Trust Division
Illinois
$522K +$96.9K +615 +23%
SOAMC
1018
Spirit of America Management Corp
New York
$520K
TFA
1019
Transamerica Financial Advisors
Florida
$515K +$10.7K +68 +2%
AA
1020
ALPS Advisors
Colorado
$510K -$80.8K -513 -14%
PHK
1021
Point72 Hong Kong
Hong Kong
$510K +$38.4K +244 +8%
ICOA
1022
Investment Centers of America
North Dakota
$510K +$137K +872 +38%
HCM
1023
Hall Capital Management
Rhode Island
$509K -$787 -5 -0.2%
SC
1024
Savant Capital
Illinois
$508K +$3.15K +20 +0.6%
ECM
1025
ETrade Capital Management
Virginia
$508K +$49.1K +312 +11%