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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1001
Beck Capital Management
Texas
$1.15M -$30.5K -251 -3%
CIC
1002
Carnegie Investment Counsel
Ohio
$1.15M +$234K +1,922 +25%
AFP
1003
Ausdal Financial Partners
Iowa
$1.15M +$41.3K +340 +4%
WMA
1004
Wealth Management Associates
New Jersey
$1.15M -$45.2K -372 -4%
MGIA
1005
Matthew Goff Investment Advisor
Texas
$1.15M -$163K -1,344 -12%
PTC
1006
Private Trust Company
Ohio
$1.14M -$1.58K -13 -0.1%
KIA
1007
KCM Investment Advisors
California
$1.14M +$26.7K +220 +2%
NB
1008
NBT Bank
New York
$1.14M +$18K +148 +2%
HI
1009
Harbour Investments
Wisconsin
$1.14M +$66.7K +549 +6%
MWM
1010
Marion Wealth Management
Pennsylvania
$1.14M +$163K +1,340 +16%
SAM
1011
SignalPoint Asset Management
Missouri
$1.14M +$972 +8 +0.1%
GC
1012
Gilbert & Cook
Iowa
$1.14M +$16.7K +137 +1%
REMPR
1013
Roof Eidam Maycock Peralta (REMP)
California
$1.13M
HBT
1014
Heartland Bank & Trust
Illinois
$1.12M +$1.15M +9,487 New
RBC
1015
Romano Brothers & Co
Illinois
$1.12M -$235K -1,935 -17%
BONH
1016
Bank of New Hampshire
New Hampshire
$1.11M -$380K -3,126 -25%
DWT
1017
Dorsey & Whitney Trust
South Dakota
$1.11M +$291K +2,393 +33%
FHA
1018
Flagship Harbor Advisors
Massachusetts
$1.11M -$243 -2 -0%
PA
1019
Probity Advisors
Texas
$1.11M -$3.77K -31 -0.3%
EWM
1020
EPG Wealth Management
Georgia
$1.11M +$37.6K +309 +3%
PG
1021
Pendal Group
Australia
$1.11M -$254K -2,092 -18%
BMCM
1022
Bryn Mawr Capital Management
Pennsylvania
$1.11M +$1.14M +9,373 New
KA
1023
Kerrisdale Advisers
Florida
$1.1M +$597K +4,910 +111%
GLA
1024
Good Life Advisors
Pennsylvania
$1.1M -$1.22K -10 -0.1%
WFC
1025
Western Financial Corp
California
$1.1M +$68.1K +560 +6%