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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1201
Capital Wealth Planning
Florida
$1.02M +$599K +3,558 +154%
SGAM
1202
Steinberg Global Asset Management
Florida
$1.02M +$340K +2,020 +53%
KIA
1203
Kopp Investment Advisors
Minnesota
$1.02M -$9.26K -55 -0.9%
FPS
1204
Fieldpoint Private Securities
Connecticut
$1.02M
SHA
1205
Seneca House Advisors
Virginia
$1.01M -$191K -1,136 -16%
PA
1206
Probity Advisors
Texas
$1.01M -$2.36K -14 -0.2%
SFG
1207
SevenBridge Financial Group
Pennsylvania
$1.01M +$67.3K +400 +7%
SLF
1208
Sun Life Financial
Ontario, Canada
$1.01M -$187K -1,108 -16%
FCA
1209
FLC Capital Advisors
California
$1.01M +$199K +1,180 +25%
CC
1210
Cedar Capital
Illinois
$1.01M -$18.9K -112 -2%
PB
1211
Pinnacle Bancorp
Nebraska
$1.01M
VFA
1212
Valeo Financial Advisors
Indiana
$999K +$53.9K +320 +6%
SWM
1213
Stockman Wealth Management
Montana
$997K -$50.3K -299 -5%
JGUA
1214
John G. Ullman & Associates
New York
$992K -$21.7K -129 -2%
CS
1215
Comerica Securities
Michigan
$992K +$223K +1,323 +30%
BMA
1216
Brooks Moore & Associates
Tennessee
$988K -$222K -1,316 -19%
NICM
1217
Neo Ivy Capital Management
New York
$988K +$958K +5,688 New
Kovitz Investment Group Partners
1218
Kovitz Investment Group Partners
Illinois
$985K +$340K +2,017 +55%
CCA
1219
Conestoga Capital Advisors
Pennsylvania
$983K +$70.5K +419 +8%
WPW
1220
Waldron Private Wealth
Pennsylvania
$978K +$166K +986 +21%
NHC
1221
Nicholas Hoffman & Company
Georgia
$975K -$179K -1,065 -16%
EWM
1222
Evermay Wealth Management
Virginia
$966K -$37.2K -221 -4%
BP
1223
Ballentine Partners
Massachusetts
$965K +$31.1K +185 +3%
RCM
1224
RB Capital Management
Nevada
$961K +$13K +77 +1%
PA
1225
PFG Advisors
Arizona
$960K -$135K -799 -12%