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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
151
Keystone Financial Planning
Ohio
$4.52M +$145K +2,781 +3%
TTWM
152
TCV Trust & Wealth Management
Virginia
$4.47M +$248K +4,765 +5%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$4.39M +$3.41M +65,563 +254%
SCM
154
Salem Capital Management
Massachusetts
$4.2M -$77.9K -1,496 -2%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$4.18M +$457K +8,777 +11%
Creative Planning
156
Creative Planning
Kansas
$4.18M -$70K -1,344 -2%
PP
157
PDT Partners
New York
$4.16M -$17.6M -339,001 -80%
NCM
158
Northroad Capital Management
New York
$4.15M -$217K -4,167 -5%
CFSG
159
Community Financial Services Group
Vermont
$3.98M +$141K +2,710 +3%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$3.92M +$182K +3,496 +4%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$3.89M +$872K +16,754 +26%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$3.86M -$22.9K -439 -0.5%
USAA
163
United Services Automobile Association
Texas
$3.81M -$2.51M -48,240 -38%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$3.73M -$3.44M -66,022 -46%
GCAC
165
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.72M -$93.5K -1,796 -2%
HC
166
Hourglass Capital
Texas
$3.69M +$60.8K +1,168 +2%
GG
167
Gofen & Glossberg
Illinois
$3.69M -$629K -12,074 -14%
AFG
168
Albion Financial Group
Utah
$3.69M +$213K +4,088 +6%
FB
169
Fulton Bank
Pennsylvania
$3.68M +$562K +10,790 +16%
YMRC
170
Yorktown Management & Research Company
Virginia
$3.65M – – –
SCM
171
Sterneck Capital Management
Missouri
$3.55M +$230K +4,415 +6%
DAS
172
Dynamic Advisor Solutions
Arizona
$3.54M +$3.84M +73,702 New
SLG
173
Stanley-Laman Group
Pennsylvania
$3.52M -$111K -2,141 -3%
TAM
174
Tealwood Asset Management
Minnesota
$3.52M -$26.7K -512 -0.7%
PSUF
175
People's United Financial
Connecticut
$3.48M +$133K +2,560 +4%