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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1001
Fagan Associates
New York
$2.96M +$430K +3,866 +18%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$2.96M +$170K +1,528 +6%
CFMC
1003
Curbstone Financial Management Corp
New Hampshire
$2.95M -$12.2K -110 -0.4%
KCPG
1004
Kavar Capital Partners Group
Kansas
$2.95M +$5.57K +50 +0.2%
Wealth Enhancement Advisory Services
1005
Wealth Enhancement Advisory Services
Minnesota
$2.95M -$104K -931 -3%
TBNY
1006
Trustco Bank (New York)
New York
$2.95M -$16.7K -150 -0.6%
NGA
1007
Naples Global Advisors
Florida
$2.95M +$50.8K +456 +2%
SMC
1008
Smith, Moore & Co
Missouri
$2.94M +$4.9K +44 +0.2%
Cetera Investment Advisers
1009
Cetera Investment Advisers
Illinois
$2.94M +$376K +3,379 +16%
LFGH
1010
Lee Financial Group Hawaii
Hawaii
$2.93M +$107K +959 +4%
RCM
1011
Red Cedar Management
Utah
$2.92M +$2.78M +25,000 New
NPGCU
1012
Napier Park Global Capital (US)
New York
$2.92M +$2.78M +25,000 New
QIM
1013
Quest Investment Management
Oregon
$2.92M -$189K -1,699 -6%
CBT
1014
Central Bank & Trust
Kentucky
$2.9M -$239K -2,148 -8%
SBL
1015
Sargent Bickham Lagudis
Colorado
$2.9M +$264K +2,371 +11%
GLA
1016
Great Lakes Advisors
Illinois
$2.89M -$151K -1,354 -5%
MC
1017
Middleton & Co
Massachusetts
$2.89M -$5.9K -53 -0.2%
CANY
1018
Caxton Associates (New York)
New York
$2.87M +$2.73M +24,545 New
CRIG
1019
Charter Research & Investment Group
Connecticut
$2.86M -$31.7K -285 -1%
BTNA
1020
Bremer Trust National Association
Minnesota
$2.85M +$493K +4,428 +22%
AL
1021
Aspiriant LLC
California
$2.84M -$182K -1,639 -6%
LPC
1022
Loeb Partners Corp
New York
$2.84M -$668K -6,000 -20%
RWM
1023
RKL Wealth Management
Pennsylvania
$2.84M -$156K -1,404 -5%
BMC
1024
Beaton Management Company
Massachusetts
$2.83M -$11.1K -100 -0.4%
MLL
1025
Moody Lynn & Lieberson
Massachusetts
$2.83M +$220K +1,977 +9%