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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1401
Whalerock Point Partners
Rhode Island
$2.43M +$244K +1,700 +13%
WAM
1402
Winslow Asset Management
Ohio
$2.43M -$44.6K -311 -2%
BCA
1403
Bay Colony Advisors
Massachusetts
$2.42M -$90.6K -632 -4%
LI
1404
Lafayette Investments
Maryland
$2.42M -$143K -1,000 -6%
IAS
1405
IMA Advisory Services
Colorado
$2.42M -$70.6K -492 -3%
SAI
1406
Systematic Alpha Investments
New Jersey
$2.42M – – –
RFA
1407
Resurgent Financial Advisors
Georgia
$2.42M +$142K +987 +7%
BFPW
1408
BOK Financial Private Wealth
Colorado
$2.41M +$313K +2,181 +17%
WT
1409
Washington Trust
Rhode Island
$2.4M +$53.8K +375 +3%
FFN
1410
Focus Financial Network
Minnesota
$2.4M -$5.02M -35,012 -70%
SIAP
1411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.39M +$491K +3,422 +30%
DRS
1412
Deane Retirement Strategies
Louisiana
$2.39M +$1.97M +13,712 +1,629%
SAM
1413
SignalPoint Asset Management
Missouri
$2.39M +$263K +1,833 +14%
CFFP
1414
Center for Financial Planning
Michigan
$2.39M +$52.6K +367 +3%
CASB
1415
Cape Ann Savings Bank
Massachusetts
$2.38M -$152K -1,058 -7%
SF
1416
Symphony Financial
Texas
$2.38M +$1.08M +7,527 +112%
TAM
1417
Taurus Asset Management
New York
$2.38M -$33.3K -232 -2%
NDSI
1418
Newman Dignan & Sheerar Inc
Rhode Island
$2.38M +$61.2K +427 +3%
ATWA
1419
Arbor Trust Wealth Advisors
Michigan
$2.38M +$243K +1,695 +13%
GSC
1420
G&S Capital
Colorado
$2.38M -$554K -3,866 -21%
FMB
1421
Field & Main Bank
Kentucky
$2.37M -$22.9K -160 -1%
NIM
1422
Nexus Investment Management
Ontario, Canada
$2.37M – – –
CI
1423
CX Institutional
Indiana
$2.37M -$1.41M -9,834 -40%
PMG
1424
ProVise Management Group
Florida
$2.37M -$74.4K -519 -3%
LA
1425
Lindenwold Advisors
Pennsylvania
$2.36M +$47.8K +333 +2%