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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1351
Donaldson Capital Management
Indiana
$954K +$44.9K +440 +5%
EWM
1352
Endurance Wealth Management
Rhode Island
$950K -$15.3K -150 -2%
WSC
1353
Wellington Shields & Co
New York
$946K +$2.35K +23 +0.3%
BJL
1354
Brighton Jones LLC
Washington
$944K -$133K -1,305 -12%
PWAG
1355
Polaris Wealth Advisory Group
California
$942K -$91.9K -900 -9%
JAFL
1356
Jay A. Fishman Ltd
Michigan
$938K -$30.6K -300 -3%
BA
1357
Bristlecone Advisors
Washington
$935K -$20.4K -200 -2%
LG
1358
LaFleur & Godfrey
Michigan
$935K -$14.1K -138 -1%
TPWA
1359
TRUE Private Wealth Advisors
Oregon
$934K -$9.7K -95 -1%
CNAM
1360
Campbell Newman Asset Management
Wisconsin
$934K
PDM
1361
Penn Davis McFarland
Texas
$931K
Mackenzie Financial
1362
Mackenzie Financial
Ontario, Canada
$930K -$9.37M -91,787 -91%
CAG
1363
Crestwood Advisors Group
Massachusetts
$929K -$20.6K -202 -2%
AIM
1364
Aspen Investment Management
Michigan
$927K
WCM
1365
Windsor Capital Management
Arizona
$926K -$14.2K -139 -2%
BWM
1366
Bernicke Wealth Management
Wisconsin
$926K -$2.45K -24 -0.3%
SCM
1367
Southport Capital Management
Tennessee
$921K +$31K +304 +4%
MFBTD
1368
MB Financial Bank - Trust Department
Illinois
$920K -$95.8K -938 -9%
WF
1369
WealthTrust Fairport
Ohio
$920K
FFC
1370
First Financial Corp
Indiana
$918K -$229K -2,243 -20%
MSTVIM
1371
Messner & Smith Theme Value Investment Management
California
$916K
PMFA
1372
Plante Moran Financial Advisors
Michigan
$915K +$11K +108 +1%
CIA
1373
Capital Impact Advisors
Massachusetts
$914K
SCG
1374
Sonata Capital Group
Washington
$903K
DE
1375
Day & Ennis
Georgia
$894K +$6.64K +65 +0.8%