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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1051
JNBA Financial Advisors
Minnesota
$745K +$49.4K +411 +7%
SFSIG
1052
San Francisco Sentry Investment Group
California
$744K
CWM
1053
Concert Wealth Management
California
$744K +$70.3K +585 +10%
GLRA
1054
Gerald L. Ray & Associates
Texas
$741K +$9.62K +80 +1%
FFA
1055
First Foundation Advisors
California
$737K -$17.6K -146 -2%
RT
1056
Rockland Trust
Massachusetts
$736K +$50.4K +419 +7%
SBWIC
1057
Schaper Benz & Wise Investment Counsel
Wisconsin
$730K
FIM
1058
Freedom Investment Management
Connecticut
$729K +$10.5K +87 +1%
AT
1059
Acadia Trust
Maine
$716K +$962 +8 +0.1%
NIM
1060
Nexus Investment Management
Ontario, Canada
$715K
TFO
1061
Tarbox Family Office
California
$715K +$2.52K +21 +0.3%
CIA
1062
CCM Investment Advisers
South Carolina
$708K -$61.2K -509 -8%
BA
1063
Boston Advisors
Massachusetts
$704K -$3.61K -30 -0.5%
LPT
1064
Legacy Private Trust
Wisconsin
$698K -$57.6K -479 -8%
SFG
1065
SNS Financial Group
Minnesota
$698K +$2.4K +20 +0.3%
MCM
1066
Maryland Capital Management
Maryland
$698K +$64.8K +539 +10%
FCCM
1067
First City Capital Management
Georgia
$696K +$120 +1 +0%
BPCE
1068
Bank Pictet & Cie (Europe)
Germany
$691K -$51.8K -431 -7%
TCM
1069
Telos Capital Management
California
$685K -$2.16K -18 -0.3%
SEC
1070
Seven Eight Capital
New York
$680K +$690K +5,741 New
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$679K
NPF
1072
Norris Perne & French
Michigan
$678K -$14.3K -119 -2%
SMC
1073
Smith, Moore & Co
Missouri
$670K +$307K +2,553 +82%
STI
1074
Susquehanna Trust & Investment
Pennsylvania
$665K -$4.24M -35,231 -86%
AAM
1075
Autus Asset Management
Arizona
$662K