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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1001
Ascension Asset Management
New York
$1.85M +$1.8M +7,270 New
HT
1002
Heritage Trust
Oklahoma
$1.85M +$182K +734 +11%
GPA
1003
Garrison Point Advisors
California
$1.84M
PNAA
1004
Pictet North America Advisors
Switzerland
$1.83M +$75.1K +303 +4%
ZB
1005
Zions Bancorporation
Utah
$1.83M +$92.7K +374 +5%
RWA
1006
Ropes Wealth Advisors
Massachusetts
$1.83M +$68.1K +275 +4%
CIC
1007
Crawford Investment Counsel
Georgia
$1.82M +$8.92K +36 +0.5%
CPC
1008
Congress Park Capital
New York
$1.82M
KTM
1009
Keeler Thomas Management
Utah
$1.81M +$1.76M +7,113 New
WAP
1010
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$9.17K +37 +0.5%
AR
1011
Advisory Research
Illinois
$1.79M -$268K -1,082 -13%
Massachusetts Financial Services
1012
Massachusetts Financial Services
Massachusetts
$1.79M +$1.02M +4,128 +142%
TIP
1013
Torray Investment Partners
Maryland
$1.79M +$12.1K +49 +0.7%
CWM
1014
Chesapeake Wealth Management
Virginia
$1.79M -$14.1K -57 -0.8%
GT
1015
Glenview Trust
Kentucky
$1.78M -$2.23K -9 -0.1%
FUBT
1016
First United Bank & Trust
Maryland
$1.78M +$19.8K +80 +1%
AIM
1017
Anchor Investment Management
South Carolina
$1.78M +$10.9K +44 +0.6%
AF
1018
Ally Financial
Michigan
$1.78M
CNAM
1019
Campbell Newman Asset Management
Wisconsin
$1.78M
MWM
1020
Mattern Wealth Management
Kansas
$1.78M +$50.3K +203 +3%
SFG
1021
SNS Financial Group
Minnesota
$1.77M -$34.2K -138 -2%
CCA
1022
Checchi Capital Advisers
California
$1.77M -$19.6K -79 -1%
NIM
1023
Northeast Investment Management
Massachusetts
$1.77M +$94.6K +382 +6%
DWT
1024
Dorsey & Whitney Trust
South Dakota
$1.77M +$11.4K +46 +0.7%
DPIM
1025
Duff & Phelps Investment Management
Illinois
$1.76M