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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
926
Legacy Private Trust
Wisconsin
$6.67M -$965K -13,500 -13%
BP
927
Broadleaf Partners
Ohio
$6.61M -$1.75M -24,520 -21%
WIA
928
Wealthstreet Investment Advisors
Texas
$6.59M +$122K +1,700 +2%
PAM
929
Private Asset Management
California
$6.58M +$22.9K +320 +0.4%
LWM
930
Lyell Wealth Management
California
$6.55M +$90.1K +1,260 +1%
GWM
931
Geneos Wealth Management
Colorado
$6.54M +$812K +11,360 +14%
ANTB
932
AMG National Trust Bank
Colorado
$6.49M -$24.3K -340 -0.4%
UR
933
USCA RIA
Texas
$6.49M +$1.29M +18,040 +25%
CAM
934
Columbia Asset Management
Michigan
$6.47M -$1.43K -20 -0%
PTC
935
Private Trust Company
Ohio
$6.47M +$378K +5,280 +6%
RIM
936
Regent Investment Management
Kentucky
$6.46M -$144K -2,020 -2%
AA
937
Ancora Advisors
Ohio
$6.44M +$6.37M +89,020 New
FB
938
Fulton Bank
Pennsylvania
$6.42M +$416K +5,820 +7%
SWM
939
SeaCrest Wealth Management
New York
$6.39M +$598K +8,360 +10%
WSFS
940
Wilmington Savings Fund Society
Delaware
$6.37M -$704K -9,840 -10%
CANY
941
Caxton Associates (New York)
New York
$6.37M +$5.58M +78,000 +780%
LGC
942
Laurel Grove Capital
California
$6.36M -$592K -8,280 -9%
JMFC
943
J.M. Forbes & Co
Massachusetts
$6.33M +$77.2K +1,080 +1%
HAG
944
HighPoint Advisor Group
Illinois
$6.32M +$594K +8,300 +12%
SH
945
Sandia Holdings
Connecticut
$6.3M
DPIM
946
Duff & Phelps Investment Management
Illinois
$6.3M
GT
947
Greenleaf Trust
Michigan
$6.29M +$2.79M +38,960 +81%
HFS
948
HL Financial Services
Kentucky
$6.24M +$173K +2,420 +3%
GAM
949
Greenwoods Asset Management
Cayman Islands
$6.22M +$6.15M +86,000 New
SC
950
Savant Capital
Illinois
$6.22M -$127K -1,780 -2%