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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Altium Wealth Management
New York
$4.03M +$177K +3,158 +5%
FHB
1002
First Hawaiian Bank
Hawaii
$4.02M -$211K -3,768 -5%
PJSIMP
1003
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.01M -$34.4K -615 -0.9%
AWA
1004
Arete Wealth Advisors
Illinois
$4M -$439K -7,838 -11%
NIM
1005
Northeast Investment Management
Massachusetts
$3.99M -$148K -2,640 -4%
DFA
1006
Delta Financial Advisors
Louisiana
$3.99M -$106K -1,888 -3%
FAM
1007
Formidable Asset Management
Ohio
$3.98M +$3.68M +65,697 New
KM
1008
Kalos Management
Georgia
$3.97M +$385K +6,880 +12%
WPC
1009
Waters Parkerson & Co
Louisiana
$3.96M -$59.2K -1,057 -2%
HAM
1010
Hammer Asset Management
California
$3.96M -$38.8K -693 -1%
FC
1011
Ferris Capital
Massachusetts
$3.95M +$44.5K +796 +1%
BIM
1012
Bridges Investment Management
Nebraska
$3.93M -$344K -6,142 -9%
NIC
1013
Northwest Investment Counselors
Oregon
$3.93M +$29.2K +521 +0.8%
CIP
1014
Convergence Investment Partners
Florida
$3.92M -$1.51M -26,972 -29%
BDF
1015
Balasa Dinverno & Foltz
$3.92M +$113K +2,023 +3%
BAM
1016
Bellevue Asset Management
Washington
$3.91M +$3.66M +65,321 New
MWM
1017
Marietta Wealth Management
Georgia
$3.9M +$42.1K +753 +1%
LPIC
1018
LeJeune Puetz Investment Counsel
Michigan
$3.89M -$50.4K -900 -1%
AMG
1019
Advisors Management Group
Wisconsin
$3.89M -$99K -1,769 -3%
SAM
1020
Sompo Asset Management
Japan
$3.88M -$1.29M -23,000 -26%
CFSG
1021
Community Financial Services Group
Vermont
$3.85M +$97.6K +1,744 +3%
RE
1022
RBC Europe
United Kingdom
$3.85M -$27.1K -484 -0.7%
IC
1023
IEQ Capital
California
$3.84M +$3.59M +64,117 New
SFA
1024
Sequoia Financial Advisors
Ohio
$3.83M +$740K +13,226 +26%
CT
1025
Chicago Trust
Illinois
$3.83M -$8.67K -155 -0.2%