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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
501
Berger Financial Group
Minnesota
$5.34M +$111K +825 +2%
NC
502
NewSquare Capital
Pennsylvania
$5.33M +$1.67M +12,376 +49%
IAN
503
Integrated Advisors Network
Texas
$5.33M +$3.65M +27,064 +253%
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$5.33M +$6.48K +48 +0.1%
VDBMI
505
Van Den Berg Management I
Texas
$5.31M -$87.2K -646 -2%
LOAMU
506
Lombard Odier Asset Management (USA)
New York
$5.29M +$5.06M +37,500 New
CAM
507
Columbia Asset Management
Michigan
$5.25M +$5.02M +37,188 New
WAM
508
Winslow Asset Management
Ohio
$5.23M +$142K +1,052 +3%
Vanguard Personalized Indexing Management
509
Vanguard Personalized Indexing Management
California
$5.23M +$1.63M +12,105 +49%
AWAG
510
ARS Wealth Advisors Group
Florida
$5.2M +$4.97M +36,840 New
1SB
511
1ST Source Bank
Indiana
$5.2M -$4.05K -30 -0.1%
TCM
512
Tufton Capital Management
Maryland
$5.18M -$3.37K -25 -0.1%
AAS
513
Avantax Advisory Services
Texas
$5.15M +$156K +1,153 +3%
GP
514
Geneva Partners
Wisconsin
$5.14M +$4.92M +36,437 New
GI
515
GAMCO Investors
Connecticut
$5.13M -$141K -1,047 -3%
BIMC
516
Benson Investment Management Company
Virginia
$5.11M +$4.9M +36,340 New
LFAS
517
Level Four Advisory Services
Texas
$5.1M +$420K +3,114 +9%
CCIA
518
Cherry Creek Investment Advisors
Colorado
$5.08M +$63.4K +470 +1%
TCOV
519
Trust Company of Vermont
Vermont
$5.08M +$40K +296 +0.8%
FTA
520
Financial & Tax Architects
Missouri
$5.06M +$444K +3,288 +10%
ClearBridge Investments
521
ClearBridge Investments
New York
$5.06M +$554K +4,101 +13%
BFEC
522
Benjamin F. Edwards & Company
Missouri
$5.05M +$510K +3,779 +12%
CC
523
Cannell & Co
New York
$5.02M -$625K -4,633 -12%
LSA
524
Leonteq Securities AG
Switzerland
$5M -$934K -6,919 -16%
NB
525
NBT Bank
New York
$5M +$150K +1,111 +3%