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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
1001
Integrated Wealth Management (Palm Desert)
California
$1.57M -$54.4K -1,110 -3%
CCG
1002
Cypress Capital Group
Florida
$1.57M +$312K +6,366 +26%
NAMA
1003
Nikko Asset Management Americas
New York
$1.57M -$960K -19,598 -39%
1IA
1004
1834 Investment Advisors
Wisconsin
$1.57M +$32.4K +661 +2%
WI
1005
WrapManager Inc
California
$1.56M +$133K +2,725 +10%
BAM
1006
Brave Asset Management
New Jersey
$1.56M +$24.4K +498 +2%
BEAM
1007
Baker Ellis Asset Management
Washington
$1.56M +$33.3K +680 +2%
CCM
1008
CrestPoint Capital Management
Missouri
$1.56M +$755K +15,406 +99%
LI
1009
Longer Investments
Arkansas
$1.56M +$1.51M +30,926 New
CHJWM
1010
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.56M -$2.3K -47 -0.2%
TSWM
1011
Triangle Securities Wealth Management
North Carolina
$1.56M +$23.9K +487 +2%
RMC
1012
Regis Management Company
California
$1.56M +$3.62K +74 +0.2%
HCM
1013
Hengehold Capital Management
Ohio
$1.55M +$20K +409 +1%
VWM
1014
Valley Wealth Managers
New Jersey
$1.55M +$423K +8,644 +39%
NGA
1015
Naples Global Advisors
Florida
$1.54M -$6.42K -131 -0.4%
HI
1016
Hudock Inc
Pennsylvania
$1.54M +$79.5K +1,623 +6%
HIC
1017
Harvey Investment Company
Kentucky
$1.53M
HFM
1018
Hartford Financial Management
Connecticut
$1.52M +$5.29K +108 +0.4%
W
1019
Wealthfront
California
$1.52M +$8.38K +171 +0.6%
CPO
1020
Cerity Partners OCIO
New York
$1.51M +$154K +3,144 +12%
AIA
1021
Alerus Investment Advisors
Minnesota
$1.51M +$16.2K +331 +1%
HB
1022
Homrich & Berg
Georgia
$1.51M +$61K +1,246 +4%
P
1023
Pitcairn
Pennsylvania
$1.51M +$7.88K +161 +0.5%
JAM
1024
Jolley Asset Management
North Carolina
$1.5M +$118K +2,410 +9%
DBT
1025
Dubuque Bank & Trust
Iowa
$1.5M +$334K +6,822 +30%