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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1026
SII Investments
Wisconsin
$1.84M +$262K +6,680 +16%
BTNA
1027
Bremer Trust National Association
Minnesota
$1.84M -$263K -6,720 -12%
WF
1028
Welch & Forbes
Massachusetts
$1.83M +$1.92M +48,940 New
FNFDCM
1029
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.78M
HAG
1030
HighPoint Advisor Group
Illinois
$1.77M +$406K +10,360 +33%
MNBTD
1031
Moody National Bank Trust Division
Texas
$1.77M
WA
1032
Wealth Architects
California
$1.77M -$3.92K -100 -0.2%
ACI
1033
Alpha Cubed Investments
California
$1.77M -$332K -8,460 -15%
LC
1034
Lourd Capital
California
$1.77M +$57.2K +1,460 +3%
PCMM
1035
Private Capital Management (Minnesota)
Minnesota
$1.77M +$423K +10,800 +30%
EFS
1036
Essex Financial Services
Connecticut
$1.76M +$710K +18,120 +63%
PA
1037
Pinnacle Associates
New York
$1.75M +$44.7K +1,140 +3%
BBCM
1038
Boardman Bay Capital Management
New York
$1.75M +$562K +14,340 +44%
HCA
1039
Harbour Capital Advisors
Virginia
$1.74M +$659K +16,820 +57%
ANRIA
1040
American National Registered Investment Advisor
Texas
$1.72M
OLA
1041
Oliver Luxxe Assets
New Jersey
$1.72M +$66.6K +1,700 +4%
RIL
1042
Rothschild Investment LLC
Illinois
$1.71M +$7.84K +200 +0.4%
BSW
1043
Buckingham Strategic Wealth
Missouri
$1.71M +$879K +22,440 +97%
OIA
1044
Optimum Investment Advisors
Illinois
$1.7M +$285K +7,280 +19%
SGAM
1045
Steinberg Global Asset Management
Florida
$1.69M -$3.13K -80 -0.2%
SBSB
1046
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.69M +$136K +3,460 +8%
EWM
1047
Evermay Wealth Management
Virginia
$1.68M -$11.8K -300 -0.7%
ZCA
1048
Zeke Capital Advisors
Pennsylvania
$1.68M +$1.11M +28,440 +175%
TSW
1049
Thompson Siegel & Walmsley
Virginia
$1.66M +$1.5M +38,220 +620%
ACH
1050
ArrowMark Colorado Holdings
Colorado
$1.66M