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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
1001
Bank of the West
California
$4.16M -$4.06M -68,057 -51%
LFAS
1002
Level Four Advisory Services
Texas
$4.16M -$122K -2,044 -3%
CEI
1003
Clark Estates Inc
New York
$4.16M
SIAG
1004
Signet Investment Advisory Group
Rhode Island
$4.15M -$141K -2,360 -4%
SAM
1005
Smithbridge Asset Management
Pennsylvania
$4.14M -$786K -13,193 -17%
GWM
1006
Greenwich Wealth Management
Connecticut
$4.12M -$11.3K -189 -0.3%
CCG
1007
Chatham Capital Group
Georgia
$4.11M +$237K +3,975 +7%
CAM
1008
Cacti Asset Management
Georgia
$4.09M
PFS
1009
Prospera Financial Services
Texas
$4.08M +$627K +10,517 +20%
VWA
1010
Visionary Wealth Advisors
Illinois
$4.08M -$214K -3,596 -5%
HW
1011
Hancock Whitney
Mississippi
$4.08M -$613K -10,283 -14%
LPIC
1012
LeJeune Puetz Investment Counsel
Michigan
$4.08M -$140K -2,350 -4%
DWM
1013
Destination Wealth Management
California
$4.07M -$250K -4,199 -6%
SCA
1014
Sage Capital Advisors
South Dakota
$4.06M -$13.7K -230 -0.4%
WIC
1015
Whitegate Investment Counselors
New Hampshire
$4.04M -$988K -16,580 -21%
FMWA
1016
Forvis Mazars Wealth Advisors
Missouri
$4.02M +$186K +3,125 +5%
MHIC
1017
Marble Harbor Investment Counsel
Massachusetts
$4M +$152K +2,550 +4%
Harris Associates
1018
Harris Associates
Illinois
$3.99M -$53.3M -894,177 -93%
BCFS
1019
Butensky & Cohen Financial Security
Florida
$3.99M -$208K -3,494 -5%
TC
1020
Telemus Capital
Michigan
$3.98M +$13.3K +223 +0.4%
APP
1021
Avantax Planning Partners
Iowa
$3.98M -$1.1M -18,522 -23%
IMOV
1022
Investment Management of Virginia
Virginia
$3.97M -$187K -3,135 -5%
AIM
1023
Acropolis Investment Management
Missouri
$3.97M +$97.3K +1,632 +3%
SWM
1024
Spire Wealth Management
Virginia
$3.97M +$3.74M +62,777 New
WPC
1025
Waters Parkerson & Co
Louisiana
$3.96M -$307K -5,150 -8%