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Name Holding Trade Value Shares
Change
Change in
Stake
WF
201
Welch & Forbes
Massachusetts
$1.56M -$107K -5,696 -7%
SWP
202
Stratos Wealth Partners
Ohio
$1.55M +$5.54K +294 +0.4%
BCFS
203
Butensky & Cohen Financial Security
Florida
$1.55M +$60.4K +3,203 +4%
DCM
204
Delta Capital Management
New Jersey
$1.55M -$128K -6,800 -8%
PCM
205
Poehling Capital Management
Wisconsin
$1.54M -$99K -5,255 -7%
VFPI
206
Vantage Financial Partners (Illinois)
Illinois
$1.53M -$454K -24,065 -24%
HCMT
207
Highland Capital Management (Tennessee)
Tennessee
$1.52M +$39.4K +2,090 +3%
VFA
208
Valeo Financial Advisors
Indiana
$1.5M +$167K +8,856 +14%
American Century Companies
209
American Century Companies
Missouri
$1.49M +$29.1K +1,542 +2%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.49M +$336K +17,841 +33%
BEAM
211
Baker Ellis Asset Management
Washington
$1.49M +$65K +3,450 +5%
GC
212
Guggenheim Capital
Illinois
$1.48M -$19.1K -1,016 -1%
WPA
213
Winning Points Advisors
Florida
$1.47M -$32K -1,700 -2%
GT
214
Glenmede Trust
Pennsylvania
$1.45M -$23.2K -1,233 -2%
Nomura Holdings
215
Nomura Holdings
Japan
$1.44M +$1.29M +68,241 New
HRC
216
Hoertkorn Richard Charles
$1.43M -$106K -5,642 -7%
KPWS
217
Kestra Private Wealth Services
Texas
$1.42M +$82.2K +4,364 +7%
AAS
218
Avantax Advisory Services
Texas
$1.41M -$2.81M -149,121 -68%
SC
219
Scotia Capital
Ontario, Canada
$1.41M -$23.2K -1,232 -2%
SPC
220
Sigma Planning Corp
Michigan
$1.39M -$61.3K -3,252 -5%
CB
221
Commerce Bank
Missouri
$1.39M -$186K -9,887 -13%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.38M +$272K +14,436 +27%
MIC
223
Meridian Investment Counsel
California
$1.36M +$141K +7,496 +13%
FAIM
224
Financial Advocates Investment Management
Washington
$1.35M -$59.8K -3,172 -5%
UR
225
USCA RIA
Texas
$1.35M -$1.35M -71,679 -52%