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Name Holding Trade Value Shares
Change
Change in
Stake
WFG
851
Wills Financial Group
Virginia
$2.24M +$104K +724 +5%
IC
852
Inverness Counsel
New York
$2.24M -$43.1K -299 -2%
RI
853
Ridgewood Investments
New Jersey
$2.23M +$2.16M +14,960 New
HAM
854
Highstreet Asset Management
Ontario, Canada
$2.22M -$521K -3,609 -20%
SWP
855
Stratos Wealth Partners
Ohio
$2.22M +$2.15M +14,884 New
CWA
856
Cypress Wealth Advisors
California
$2.2M +$7.21K +50 +0.3%
MPAM
857
Murphy Pohlad Asset Management
Minnesota
$2.2M
MCWS
858
McKinley Carter Wealth Services
West Virginia
$2.19M +$1.46M +10,106 +221%
LIM
859
Leavell Investment Management
Alabama
$2.18M -$45.3K -314 -2%
PWSG
860
Pacific Wealth Strategies Group
California
$2.17M +$2.09M +14,506 New
MBTD
861
Mechanics Bank - Trust Department
California
$2.16M -$79.1K -548 -4%
EFS
862
Essex Financial Services
Connecticut
$2.16M +$154K +1,069 +8%
FBT
863
First Bankers Trust
Kentucky
$2.15M -$113K -780 -5%
Pacer Advisors
864
Pacer Advisors
Pennsylvania
$2.15M -$68.3K -473 -3%
CFA
865
Carroll Financial Associates
North Carolina
$2.15M -$48.6K -337 -2%
SIM
866
Sonora Investment Management
Arizona
$2.15M -$68.1K -472 -3%
RFS
867
Rockefeller Financial Services
New York
$2.14M +$9.81K +68 +0.5%
PI
868
Putnam Investments
Massachusetts
$2.14M -$292K -2,026 -12%
GP
869
GLG Partners
United Kingdom
$2.14M
LA
870
Lau Associates
Delaware
$2.14M
GWM
871
Geneos Wealth Management
Colorado
$2.11M -$41.7K -289 -2%
BT
872
Beacon Trust
New Jersey
$2.11M -$4.04K -28 -0.2%
PFSC
873
Peoples Financial Services Corp
Pennsylvania
$2.11M -$237K -1,640 -10%
ACC
874
Accident Compensation Corp
New Zealand
$2.1M +$345K +2,392 +20%
BWP
875
Baldwin Wealth Partners
Massachusetts
$2.1M