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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1101
Donaldson Capital Management
Indiana
$916K +$27.3K +191 +3%
HWA
1102
Heritage Wealth Advisors
Virginia
$913K +$32.9K +230 +4%
BMC
1103
Benin Management Corp
Connecticut
$911K -$232K -1,621 -21%
CPR
1104
CSU Producer Resources
Ohio
$911K
PCM
1105
Palisade Capital Management
New Jersey
$911K +$172K +1,203 +24%
TPWA
1106
TRUE Private Wealth Advisors
Oregon
$908K -$7.87K -55 -0.9%
GHA
1107
Garcia Hamilton & Associates
Texas
$902K -$36.5K -255 -4%
CCM
1108
Coldstream Capital Management
Washington
$899K +$11.7K +82 +1%
RCWMU
1109
Rothschild & Co Wealth Management (UK)
United Kingdom
$897K
CPA
1110
Court Place Advisors
Maryland
$897K +$25.9K +181 +3%
CWA
1111
Cypress Wealth Advisors
California
$896K +$28.6K +200 +3%
CBU
1112
CIBC Bank USA
Illinois
$896K +$116K +812 +15%
CAMG
1113
CWA Asset Management Group
Florida
$892K +$880K +6,146 New
HIC
1114
Harvey Investment Company
Kentucky
$891K
CFA
1115
Capstone Financial Advisors
Illinois
$884K
MBT
1116
Montecito Bank & Trust
California
$883K +$159K +1,108 +22%
CBA
1117
Coastal Bridge Advisors
Connecticut
$882K +$2K +14 +0.2%
PMG
1118
ProVise Management Group
Florida
$876K -$142K -994 -14%
PAM
1119
Premier Asset Management
Illinois
$873K +$398K +2,777 +86%
MIP
1120
Marietta Investment Partners
Wisconsin
$872K
SS
1121
Simplicity Solutions
Minnesota
$871K +$119K +834 +16%
MGIA
1122
Moneta Group Investment Advisors
Missouri
$870K -$194K -1,354 -18%
Wolverine Trading
1123
Wolverine Trading
Illinois
$867K +$874K +6,107 New
PAS
1124
Professional Advisory Services
Florida
$866K -$52.5K -367 -6%
BWA
1125
Burt Wealth Advisors
Maryland
$863K -$46.8K -327 -5%