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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
SFE Investment Counsel
California
$1.59M -$113K -695 -6%
OAM
1002
Occidental Asset Management
California
$1.59M +$123K +757 +8%
BDWM
1003
Brewin Dolphin Wealth Management
Ireland
$1.59M -$55.3K -341 -3%
CNFG
1004
Creegan & Nassoura Financial Group
New Hampshire
$1.59M -$14.6K -90 -0.8%
KWM
1005
Kingsview Wealth Management
Oregon
$1.58M -$275K -1,697 -14%
AAM
1006
Autus Asset Management
Arizona
$1.58M -$4.38K -27 -0.2%
HAIM
1007
Hunter Associates Investment Management
Pennsylvania
$1.58M -$1.79M -11,033 -51%
WDA
1008
Wendell David Associates
New Hampshire
$1.58M +$21.4K +132 +1%
RCA
1009
Resonant Capital Advisors
Wisconsin
$1.57M +$215K +1,328 +14%
FFBTD
1010
First Financial Bank - Trust Division
Ohio
$1.57M -$18.8K -116 -1%
CG
1011
Colony Group
Massachusetts
$1.57M -$60.4K -373 -3%
PL
1012
Parthenon LLC
Kentucky
$1.57M – – –
SP
1013
Symmetry Partners
Connecticut
$1.57M – – –
STC
1014
Sarah T. Connolly
$1.56M – – –
MMHP
1015
Murphy Middleton Hinkle & Parker
Georgia
$1.56M -$31.4K -194 -2%
V
1016
VeraBank
Texas
$1.55M -$19.4K -120 -1%
ADBIC
1017
A.D. Beadell Investment Counsel
Wisconsin
$1.55M -$972 -6 -0.1%
BAM
1018
Berkshire Asset Management
Pennsylvania
$1.55M +$48.6K +300 +3%
EFS
1019
Essex Financial Services
Connecticut
$1.55M +$249K +1,536 +17%
CC
1020
Cypress Capital
Tennessee
$1.55M -$13.1K -81 -0.8%
CFFP
1021
Center for Financial Planning
Michigan
$1.54M -$10.7K -66 -0.6%
BIA
1022
Bigelow Investment Advisors
Maine
$1.54M +$2.43K +15 +0.1%
GT
1023
Greenleaf Trust
Michigan
$1.54M +$22K +136 +1%
JIC
1024
Joel Isaacson & Co
New York
$1.53M – – –
MA
1025
Mutual Advisors
Nebraska
$1.53M +$183K +1,129 +12%