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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1101
Wealth Enhancement Advisory Services
Minnesota
$1.17M +$1.21M +9,138 New
HCM
1102
Howland Capital Management
Massachusetts
$1.17M +$51.7K +391 +4%
NSAM
1103
North Star Asset Management
Wisconsin
$1.16M -$20.5K -155 -2%
AAS
1104
Annex Advisory Services
Wisconsin
$1.16M -$27.9K -211 -2%
PWMAG
1105
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M -$13.2K -100 -1%
AAC
1106
Asset Advisors Corp
Georgia
$1.16M – – –
DLA
1107
Douglas Lane & Associates
New York
$1.16M +$120K +911 +11%
SFM
1108
Signet Financial Management
New Jersey
$1.16M +$132K +995 +12%
CRIG
1109
Charter Research & Investment Group
Connecticut
$1.15M – – –
BCM
1110
Brookstone Capital Management
Illinois
$1.15M +$44K +333 +4%
GS
1111
GAM Systematic
United Kingdom
$1.15M +$836K +6,319 +235%
SFA
1112
Stewardship Financial Advisors
Georgia
$1.15M -$108K -816 -8%
MSS
1113
Mitchell Sinkler & Starr
Pennsylvania
$1.15M – – –
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$1.15M +$76K +575 +7%
SFSG
1115
Stearns Financial Services Group
North Carolina
$1.14M +$58.7K +444 +5%
BP
1116
Ballentine Partners
Massachusetts
$1.13M +$35.8K +271 +3%
CCT
1117
Country Club Trust
Missouri
$1.13M +$778K +5,880 +197%
ST
1118
Sabal Trust
Florida
$1.13M +$202K +1,528 +21%
SCM
1119
Salem Capital Management
Massachusetts
$1.12M – – –
ECM
1120
ETrade Capital Management
Virginia
$1.12M +$549K +4,149 +89%
SIC
1121
Salem Investment Counselors
North Carolina
$1.12M -$34K -257 -3%
USGIU
1122
U.S. Global Investors (USGI)
Texas
$1.12M -$582K -4,400 -33%
OCG
1123
Opus Capital Group
Ohio
$1.11M -$57.5K -435 -5%
TCM
1124
Tradewinds Capital Management
Washington
$1.1M -$6.74K -51 -0.6%
JIC
1125
Joel Isaacson & Co
New York
$1.09M -$48.9K -370 -4%