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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
SVA Wealth Management
Wisconsin
$874K -$1.15M -33,916 -57%
CCA
1302
Catalyst Capital Advisors
New York
$871K +$846K +25,000 New
MSE
1303
MUFG Securities EMEA
United Kingdom
$871K +$846K +25,000 New
MIS
1304
Morningstar Investment Services
Illinois
$869K -$5.87M -173,396 -87%
MC
1305
Middleton & Co
Massachusetts
$864K -$74K -2,185 -8%
Jennison Associates
1306
Jennison Associates
New York
$853K -$3.7M -109,189 -82%
DAM
1307
Delta Asset Management
Tennessee
$847K -$26.6K -785 -3%
ITIM
1308
Indiana Trust & Investment Management
Indiana
$845K -$4.06K -120 -0.5%
LCM
1309
Liberty Capital Management
Michigan
$842K -$67.2K -1,986 -8%
MCM
1310
MAI Capital Management
Ohio
$842K +$67.2K +1,984 +9%
JFL
1311
Jarislowsky, Fraser Ltd
Quebec, Canada
$836K -$74.5K -2,200 -8%
AFG
1312
Albion Financial Group
Utah
$833K -$21.3K -630 -3%
SCP
1313
Sandhill Capital Partners
New York
$833K +$41.7K +1,233 +5%
WCBA
1314
Weaver C. Barksdale & Associates
Tennessee
$829K -$187K -5,531 -19%
KIG
1315
Kovitz Investment Group
Illinois
$829K -$4.06K -120 -0.5%
CFA
1316
Capstone Financial Advisors
Illinois
$820K -$21.5K -635 -3%
RMDI
1317
R.M. Davis Inc
Maine
$819K +$79.1K +2,335 +11%
MIAN
1318
Mariner Independent Advisor Network
Kansas
$816K +$218K +6,434 +38%
HIP
1319
Hatteras Investment Partners
North Carolina
$812K +$790K +23,325 New
CA
1320
Corrado Advisors
New Jersey
$807K
MHS
1321
M Holdings Securities
Oregon
$803K +$96.9K +2,861 +14%
VCM
1322
Violich Capital Management
California
$802K -$50.8K -1,500 -6%
RAM
1323
Roanoke Asset Management
New Jersey
$794K -$225K -6,660 -23%
JMFC
1324
J.M. Forbes & Co
Massachusetts
$790K -$5.08K -150 -0.7%
BRWM
1325
B. Riley Wealth Management
Tennessee
$785K -$8.23K -243 -1%