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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1001
Dorsey & Whitney Trust
South Dakota
$884K -$37.9K -224 -4%
WAM
1002
Wealthspire Advisors (Maryland)
Maryland
$884K +$28.1K +166 +3%
WPC
1003
Waters Parkerson & Co
Louisiana
$877K +$423K +2,500 +91%
MIM
1004
Miller Investment Management
Pennsylvania
$872K
FFWA
1005
FRG Family Wealth Advisors
Washington
$872K +$134K +795 +18%
NFG
1006
Next Financial Group
Texas
$870K +$523K +3,095 +146%
CFP
1007
Cornerstone Financial Partners
North Carolina
$867K -$742K -4,388 -46%
MCA
1008
Mercer Capital Advisers
New Jersey
$865K -$228K -1,350 -21%
MCM
1009
Manchester Capital Management
Vermont
$865K -$165K -978 -16%
VCAM
1010
Van Cleef Asset Management
Ohio
$865K -$8.46K -50 -1%
PI
1011
Pettee Investors
Connecticut
$862K
NCIM
1012
New Century Investment Management
Michigan
$852K -$15.7K -93 -2%
WB
1013
Webster Bank
Connecticut
$852K +$67.6K +400 +8%
PCMM
1014
Private Capital Management (Minnesota)
Minnesota
$851K -$414K -2,450 -32%
CIM
1015
Cetera Investment Management
California
$849K -$117K -690 -12%
IIA
1016
IPG Investment Advisors
California
$847K +$858K +5,075 New
CAM
1017
Carret Asset Management
New York
$840K
ICOA
1018
Investment Centers of America
North Dakota
$840K +$66.8K +395 +9%
BRWA
1019
B. Riley Wealth Advisors
Florida
$829K +$109K +643 +15%
SFSG
1020
Stearns Financial Services Group
North Carolina
$828K +$88.3K +522 +12%
UR
1021
USCA RIA
Texas
$824K -$1.16M -6,882 -58%
HIC
1022
Holderness Investments Company
North Carolina
$823K -$12.7K -75 -1%
EDRS
1023
Edmond de Rothschild (Suisse)
Switzerland
$821K +$697K +4,120 +515%
C
1024
CFO4Life
Texas
$816K +$534K +3,156 +181%
FAM
1025
Formidable Asset Management
Ohio
$815K +$4.9K +29 +0.6%