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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$972K +$44.6K +299 +5%
CCA
1102
Cobblestone Capital Advisors
New York
$970K -$45.8K -307 -4%
CBTWT
1103
Community Bank & Trust (Waco, Texas)
Texas
$967K -$3.58K -24 -0.4%
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$965K -$117K -782 -11%
PFS
1105
Prospera Financial Services
Texas
$964K -$5.67K -38 -0.6%
CAMG
1106
CWA Asset Management Group
Florida
$960K +$137K +918 +16%
LC
1107
Lourd Capital
California
$958K -$25.1K -168 -3%
FA
1108
Fagan Associates
New York
$958K +$13.6K +91 +1%
WIP
1109
Wellesley Investment Partners
Massachusetts
$956K +$29.7K +199 +3%
MCM
1110
Manchester Capital Management
Vermont
$955K -$73.9K -495 -7%
SCP
1111
Sandhill Capital Partners
New York
$955K +$58.8K +394 +6%
CCM
1112
Chickasaw Capital Management
Tennessee
$948K – – –
WSC
1113
Wellington Shields & Co
New York
$948K +$1.19K +8 +0.1%
GIA
1114
Granite Investment Advisors
New Hampshire
$940K – – –
CCA
1115
Checchi Capital Advisers
California
$935K +$46.9K +314 +5%
CCP
1116
Corient Capital Partners
California
$935K +$947K +6,342 New
CIM
1117
CIM Investment Management
Pennsylvania
$931K -$73.3K -491 -7%
NPT
1118
Nixon Peabody Trust
Massachusetts
$924K -$54.5K -365 -5%
LCM
1119
Logan Capital Management
Pennsylvania
$921K – – –
RCA
1120
Rowland Carmichael Advisors
Arizona
$921K +$8.06K +54 +0.9%
SWM
1121
Stockman Wealth Management
Montana
$913K +$193K +1,291 +26%
FAM
1122
Formidable Asset Management
Ohio
$910K +$19.6K +131 +2%
CWM
1123
Concert Wealth Management
California
$903K +$29K +194 +3%
ACI
1124
Alpha Cubed Investments
California
$896K +$123K +823 +16%
CIM
1125
Cetera Investment Management
California
$895K -$150K -1,007 -14%