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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Concentric Wealth Management
California
$2.7M +$114K +2,493 +4%
FPS
1127
Fieldpoint Private Securities
Connecticut
$2.7M -$21K -460 -0.7%
LB
1128
Landmark Bank
Missouri
$2.69M +$180K +3,942 +7%
DDC
1129
DF Dent & Co
Maryland
$2.69M -$16.2K -354 -0.6%
BIMC
1130
Benson Investment Management Company
Virginia
$2.67M -$44.4K -970 -2%
PG
1131
Patten Group
Tennessee
$2.67M -$20K -437 -0.7%
AAS
1132
Avantax Advisory Services
Texas
$2.67M +$2.82M +61,542 New
HWA
1133
Heritage Way Advisors
Illinois
$2.67M +$74.9K +1,636 +3%
BIC
1134
Beach Investment Counsel
Pennsylvania
$2.67M +$1.07M +23,475 +71%
MHS
1135
M Holdings Securities
Oregon
$2.66M -$139K -3,037 -5%
CCA
1136
Checchi Capital Advisers
California
$2.66M -$257K -5,606 -8%
BI
1137
Bredin Investment
Delaware
$2.66M
TLP
1138
Trinity Legacy Partners
Texas
$2.66M +$2.81M +61,444 New
MF
1139
MHI Funds
New York
$2.66M +$599K +13,080 +27%
GWM
1140
Geneos Wealth Management
Colorado
$2.65M -$527K -11,513 -16%
CCM
1141
Canal Capital Management
Virginia
$2.65M +$86K +1,879 +3%
CFA
1142
Carroll Financial Associates
North Carolina
$2.63M +$57.6K +1,259 +2%
YIA
1143
YHB Investment Advisors
Connecticut
$2.63M +$468K +10,233 +20%
FPCG
1144
Fort Pitt Capital Group
Pennsylvania
$2.62M +$86.5K +1,890 +3%
RPA
1145
Rock Point Advisors
Vermont
$2.61M -$7.28K -159 -0.3%
NRS
1146
Neville Rodie & Shaw
New York
$2.61M +$1.66M +36,305 +152%
TFS
1147
Thoroughbred Financial Services
Tennessee
$2.61M +$2.75M +60,201 New
FPA
1148
First Pacific Advisors
California
$2.6M -$683K -14,930 -20%
WG
1149
Welch Group
Alabama
$2.58M +$53.6K +1,172 +2%
RHJA
1150
Rice Hall James & Associates
California
$2.57M -$867K -18,945 -24%