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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1001
Beaumont Financial Advisors
Massachusetts
$498K +$59.1K +228 +13%
CAG
1002
Csenge Advisory Group
Florida
$496K -$16.3K -63 -3%
GI
1003
GAMCO Investors
Connecticut
$495K +$83K +320 +19%
PA
1004
Probity Advisors
Texas
$495K -$518 -2 -0.1%
WTC
1005
WhitTier Trust Company
Nevada
$494K +$24.6K +95 +5%
CAM
1006
Councilmark Asset Management
Tennessee
$494K
KA
1007
Kintegral Advisory
New York
$492K -$1.81K -7 -0.3%
LFA
1008
Laraway Financial Advisors
Minnesota
$490K -$13K -50 -2%
GD
1009
Grandfield & Dodd
New York
$490K -$809K -3,120 -61%
HFM
1010
Hartford Financial Management
Connecticut
$488K
PCM
1011
Parsons Capital Management
Rhode Island
$485K -$13K -50 -2%
CIAS
1012
Capital Investment Advisory Services
North Carolina
$484K +$12.2K +47 +2%
T
1013
TOBAM
France
$479K +$428K +1,650 +522%
CTA
1014
Chesley Taft & Associates
Illinois
$474K -$29.8K -115 -6%
PL
1015
Plancorp LLC
Missouri
$473K +$106K +410 +27%
IAS
1016
IMA Advisory Services
Colorado
$473K +$4.41K +17 +0.9%
PCM
1017
Pointe Capital Management
Michigan
$472K
CWM
1018
Cornerstone Wealth Management
Missouri
$471K -$91.3K -352 -15%
TIA
1019
Tiemann Investment Advisors
California
$471K
WAP
1020
Wealthcare Advisory Partners
Pennsylvania
$470K -$49.8K -192 -9%
IC
1021
Inscription Capital
Texas
$469K +$420K +1,620 New
BIG
1022
Brooklyn Investment Group
New York
$466K +$86.3K +333 +21%
KFA
1023
Kelleher Financial Advisors
New York
$466K -$10.4K -40 -2%
SIC
1024
Schwartz Investment Counsel
Michigan
$463K
MWM
1025
Modern Wealth Management
Kansas
$463K +$35K +135 +8%