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Name Holding Trade Value Shares
Change
Change in
Stake
C
451
CFO4Life
Texas
$731K +$130K +3,966 +21%
DBIA
452
Dumont & Blake Investment Advisors
New Jersey
$724K
AAM
453
Augustine Asset Management
Florida
$711K +$112K +3,435 +21%
PPSG
454
Princeton Portfolio Strategies Group
New Jersey
$705K -$49.1K -1,499 -6%
RC
455
Roundview Capital
New Jersey
$704K +$106K +3,248 +18%
KS
456
Karpas Strategies
Connecticut
$702K
GA
457
Geneva Advisors
Illinois
$701K -$4.68K -143 -0.7%
WPC
458
Waters Parkerson & Co
Louisiana
$700K
ACS
459
Archford Capital Strategies
Illinois
$695K +$100K +3,057 +17%
FWP
460
FAS Wealth Partners
Kansas
$694K +$32.6K +996 +5%
KCM
461
Kanawha Capital Management
Virginia
$685K
SC
462
Savant Capital
Illinois
$685K +$691K +21,103 New
CAM
463
Carret Asset Management
New York
$684K +$30.4K +928 +5%
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$678K
AAM
465
Autus Asset Management
Arizona
$675K
KA
466
Kovack Advisors
Florida
$671K -$31.6K -965 -4%
HVIA
467
Hudson Valley Investment Advisors
New York
$669K +$97.8K +2,989 +17%
GIM
468
Goelzer Investment Management
Indiana
$660K -$86.6K -2,645 -12%
BNP Paribas Financial Markets
469
BNP Paribas Financial Markets
France
$657K +$208K +6,358 +46%
FNBT
470
FineMark National Bank & Trust
Florida
$656K +$55.7K +1,700 +9%
LIA
471
LS Investment Advisors
Michigan
$654K +$949 +29 +0.1%
BAM
472
Brave Asset Management
New Jersey
$653K -$23.3K -711 -3%
Aristotle Capital Management
473
Aristotle Capital Management
California
$653K
NG
474
NatWest Group
United Kingdom
$635K -$580K -17,705 -48%
VFA
475
Voya Financial Advisors
Connecticut
$635K +$628K +19,197 New