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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
651
Avantax Advisory Services
Texas
$4.93M +$546K +12,723 +11%
CAM
652
Cresset Asset Management
Illinois
$4.93M -$467K -10,892 -8%
CNC
653
Canandaigua National Corp
New York
$4.92M +$186K +4,331 +4%
USCWA
654
U.S. Capital Wealth Advisors
Texas
$4.89M +$799K +18,635 +18%
DJSG
655
D.J. St. Germain
Massachusetts
$4.88M -$111K -2,594 -2%
KS
656
Karpas Strategies
Connecticut
$4.87M +$620K +14,462 +13%
BIM
657
Bridges Investment Management
Nebraska
$4.83M +$235K +5,484 +5%
LIP
658
Liontrust Investment Partners
United Kingdom
$4.78M – – –
WAS
659
Wesleyan Assurance Society
United Kingdom
$4.75M – – –
PWW
660
Pettyjohn Wood & White
Virginia
$4.72M +$702K +16,365 +16%
SBIA
661
Sheaff Brock Investment Advisors
Indiana
$4.71M +$34K +794 +0.7%
Fisher Asset Management
662
Fisher Asset Management
Washington
$4.68M -$27.7K -645 -0.5%
CTA
663
Colonial Trust Advisors
South Carolina
$4.64M +$109K +2,549 +2%
VV
664
Verity & Verity
South Carolina
$4.64M +$1.76M +41,103 +53%
HI
665
Horizon Investments
North Carolina
$4.6M +$3.43M +80,070 +210%
FCBT
666
First Citizens Bank & Trust
North Carolina
$4.57M -$268K -6,248 -5%
AT
667
American Trust
Kentucky
$4.56M -$112K -2,619 -2%
SFA
668
Semmax Financial Advisors
North Carolina
$4.54M +$545K +12,699 +12%
CCFCSB
669
Cape Cod Five Cents Savings Bank
Massachusetts
$4.53M -$380K -8,865 -7%
AIM
670
Artemis Investment Management
United Kingdom
$4.52M -$13.5M -315,800 -73%
RIM
671
Redpoint Investment Management
Australia
$4.51M – – –
OIM
672
Opus Investment Management
Massachusetts
$4.5M – – –
PWM
673
Perigon Wealth Management
California
$4.49M +$90.9K +2,120 +2%
GT
674
Greenleaf Trust
Michigan
$4.45M -$20.5K -479 -0.4%
GAAM
675
Guinness Atkinson Asset Management
California
$4.45M -$467K -10,890 -9%