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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
701
Keystone Financial Planning
Ohio
$3.22M -$3.43M -21,188 -49%
SSWM
702
Smith Salley Wealth Management
North Carolina
$3.2M +$137K +845 +4%
GW
703
GW & Wade
Massachusetts
$3.18M +$43.7K +270 +1%
CAM
704
Cypress Asset Management
Texas
$3.17M
NRS
705
Neville Rodie & Shaw
New York
$3.17M
TWA
706
TCI Wealth Advisors
Arizona
$3.16M -$54.4K -336 -2%
BFIM
707
Beese Fulmer Investment Management
Ohio
$3.13M +$47.5K +293 +1%
BSW
708
Buckingham Strategic Wealth
Missouri
$3.13M +$116K +715 +3%
CCM
709
Crossvault Capital Management
Texas
$3.13M -$81.3K -502 -2%
CI
710
Cigna Investments
Connecticut
$3.12M -$49.6K -306 -1%
FTA
711
Financial & Tax Architects
Missouri
$3.1M +$188K +1,158 +6%
MCM
712
MAI Capital Management
Ohio
$3.08M +$486 +3 +0%
VCM
713
Violich Capital Management
California
$3.08M +$213K +1,316 +7%
NC
714
NewSquare Capital
Pennsylvania
$3.05M +$182K +1,122 +6%
GIM
715
Guardian Investment Management
California
$3.05M
USCWA
716
U.S. Capital Wealth Advisors
Texas
$3.05M +$3.42M +21,099 New
CWG
717
Cornerstone Wealth Group
North Carolina
$3.03M +$116K +715 +4%
NSAM
718
North Star Asset Management
Wisconsin
$3.03M -$194K -1,200 -5%
MYAM
719
Meiji Yasuda Asset Management
Japan
$3.02M -$68.2K -421 -2%
TI
720
Trexquant Investment
Connecticut
$3.02M +$3.34M +20,587 New
DAS
721
Dynamic Advisor Solutions
Arizona
$3.02M -$211K -1,303 -6%
SG Americas Securities
722
SG Americas Securities
New York
$3M -$17.6M -108,524 -84%
CIP
723
Chartwell Investment Partners
Pennsylvania
$2.99M -$1.28M -7,885 -28%
CIC
724
Cornercap Investment Counsel
Georgia
$2.97M -$79.4K -490 -2%
EF
725
Exeter Financial
Arizona
$2.96M +$16K +99 +0.5%