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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
501
Royal Fund Management
Florida
$4.66M +$109K +839 +2%
BCWM
502
Bartlett & Co Wealth Management
Ohio
$4.64M -$93.9K -720 -2%
BC
503
Bartlett & Co
Ohio
$4.64M -$93.9K -720 -2%
TCOV
504
Trust Company of Vermont
Vermont
$4.64M -$143K -1,094 -3%
CCIA
505
Cherry Creek Investment Advisors
Colorado
$4.62M +$163K +1,253 +4%
HWM
506
Holloway Wealth Management
Florida
$4.59M
AAS
507
Avantax Advisory Services
Texas
$4.59M +$137K +1,052 +3%
RBA
508
Richard Bernstein Advisors
New York
$4.54M +$4.52M +34,682 New
DMBA
509
Deseret Mutual Benefit Administrators
Utah
$4.52M -$714K -5,475 -14%
BS
510
Boenning & Scattergood
Pennsylvania
$4.51M -$779K -5,973 -15%
PAG
511
Private Advisory Group
Washington
$4.49M +$4.5M +34,507 New
GF
512
Gabelli Funds
New York
$4.48M -$176K -1,350 -4%
AFG
513
Albion Financial Group
Utah
$4.48M +$516K +3,956 +13%
CSS
514
Cubist Systematic Strategies
Connecticut
$4.47M +$3.34M +25,644 +293%
SPC
515
Sigma Planning Corp
Michigan
$4.46M +$264K +2,027 +6%
NB
516
NBT Bank
New York
$4.46M -$5.74K -44 -0.1%
BC
517
Burney Company
Virginia
$4.45M +$8.22K +63 +0.2%
BCM
518
Birmingham Capital Management
Alabama
$4.44M -$22.2K -170 -0.5%
HC
519
HNP Capital
New York
$4.43M +$950K +7,288 +27%
GIM
520
Goelzer Investment Management
Indiana
$4.39M -$3.91K -30 -0.1%
CK
521
Cohen Klingenstein
New York
$4.38M
ATIA
522
American Trust Investment Advisors
New Hampshire
$4.38M +$33.1K +254 +0.8%
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
$4.37M -$10.8M -83,054 -71%
PSUF
524
People's United Financial
Connecticut
$4.33M +$351K +2,690 +9%
PGA
525
Portland Global Advisors
Maine
$4.3M +$131K +1,002 +3%