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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
501
North Star Asset Management
Wisconsin
$2.67M +$445K +2,895 +25%
PWS
502
Peloton Wealth Strategists
Indiana
$2.67M -$83.5K -543 -4%
WSCM
503
Wellington Shields Capital Management
New York
$2.65M +$874K +5,683 +65%
LIA
504
LS Investment Advisors
Michigan
$2.64M +$540K +3,510 +32%
WAM
505
Weatherly Asset Management
California
$2.63M -$56.3K -366 -2%
QP
506
Quilter Plc
United Kingdom
$2.63M +$329K +2,138 +18%
FMTC
507
Farmers & Merchants Trust Company
California
$2.62M +$175K +1,140 +9%
AMIM
508
Aull & Monroe Investment Management
Alabama
$2.62M +$7.38K +48 +0.3%
IFG
509
Independent Financial Group
California
$2.62M +$518K +3,367 +31%
FB
510
Fulton Bank
Pennsylvania
$2.6M -$1.69K -11 -0.1%
KJWM
511
Kiley Juergens Wealth Management
Washington
$2.59M +$255K +1,660 +13%
PI
512
Putnam Investments
Massachusetts
$2.58M +$112K +731 +5%
Kovitz Investment Group Partners
513
Kovitz Investment Group Partners
Illinois
$2.57M -$12.6M -81,765 -85%
MWM
514
Marietta Wealth Management
Georgia
$2.57M -$101K -660 -5%
APA
515
American Portfolios Advisors
New York
$2.55M +$1.14M +7,427 +114%
HCM
516
HM Capital Management
Missouri
$2.54M +$26.7K +174 +1%
Credit Agricole
517
Credit Agricole
France
$2.54M -$19.2K -125 -0.9%
1WA
518
180 Wealth Advisors
Washington
$2.53M +$216K +1,408 +11%
BCM
519
Becker Capital Management
Oregon
$2.53M -$2.56M -16,683 -55%
SSG
520
Summit Securities Group
New York
$2.51M -$584K -3,800 -22%
ACM
521
Alta Capital Management
Utah
$2.5M +$497K +3,234 +31%
OIA
522
OneDigital Investment Advisors
Kansas
$2.49M +$295K +1,917 +16%
GLA
523
Great Lakes Advisors
Illinois
$2.49M -$2.16M -14,037 -51%
AAP
524
Aristotle Atlantic Partners
Florida
$2.49M +$211K +1,372 +11%
TCOK
525
Trust Company of Kansas
Kansas
$2.47M +$2.07M +13,497 New