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Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
1001
Advanced Asset Management Advisors
Ohio
$3.31M +$294K +6,279 +10%
WPC
1002
Waters Parkerson & Co
Louisiana
$3.31M -$64.7K -1,382 -2%
SCA
1003
Sage Capital Advisors
South Dakota
$3.3M +$17.8K +381 +0.5%
WWM
1004
Willingdon Wealth Management
North Carolina
$3.3M -$779K -16,641 -19%
WJA
1005
Williams Jones & Associates
New York
$3.29M +$146K +3,118 +5%
CWS
1006
Cypress Wealth Services
California
$3.29M -$4.03K -86 -0.1%
PG
1007
Patten Group
Tennessee
$3.29M +$44.2K +945 +1%
HAG
1008
HighPoint Advisor Group
Illinois
$3.25M +$49.8K +1,064 +2%
ECM
1009
Elgethun Capital Management
South Dakota
$3.24M +$261K +5,574 +9%
DAS
1010
Dynamic Advisor Solutions
Arizona
$3.23M -$133K -2,843 -4%
MGIA
1011
Moneta Group Investment Advisors
Missouri
$3.22M -$293K -6,265 -8%
JWM
1012
JGP Wealth Management
Oregon
$3.22M -$63.5K -1,356 -2%
TSW
1013
Thompson Siegel & Walmsley
Virginia
$3.21M +$55.7K +1,189 +2%
FIM
1014
Freedom Investment Management
Connecticut
$3.2M -$1.03M -21,963 -24%
ZAM
1015
Zevin Asset Management
Massachusetts
$3.2M -$42.2K -902 -1%
CT
1016
Cambridge Trust
Massachusetts
$3.2M -$143K -3,045 -4%
MM
1017
Midas Management
New York
$3.2M +$150K +3,200 +5%
RIA
1018
Regal Investment Advisors
Michigan
$3.2M +$2.1M +44,958 +194%
CNAM
1019
Campbell Newman Asset Management
Wisconsin
$3.19M – – –
MPAM
1020
Murphy Pohlad Asset Management
Minnesota
$3.19M -$23.6K -505 -0.7%
FAIM
1021
Financial Advocates Investment Management
Washington
$3.18M -$68.3K -1,458 -2%
IBOK
1022
Independence Bank of Kentucky
Kentucky
$3.17M -$37.5K -800 -1%
GKWIM
1023
Gerber Kawasaki Wealth & Investment Management
California
$3.17M +$48.6K +1,037 +2%
CIA
1024
Cascade Investment Advisors
Oregon
$3.16M +$17.6K +375 +0.6%
Squarepoint
1025
Squarepoint
New York
$3.15M -$16.9M -360,223 -84%