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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1051
Appleton Partners
Massachusetts
$3.39M -$35.7K -467 -1%
CHAM
1052
Clear Harbor Asset Management
Connecticut
$3.39M +$281K +3,669 +9%
CAM
1053
Cozad Asset Management
Illinois
$3.39M -$246K -3,216 -7%
RSVP
1054
Ramsay Stattman Vela & Price
Colorado
$3.38M +$264K +3,448 +9%
FHA
1055
First Horizon Advisors
Tennessee
$3.37M -$144K -1,887 -4%
HR
1056
Howe & Rusling
New York
$3.37M -$128K -1,680 -4%
HAG
1057
HighPoint Advisor Group
Illinois
$3.36M +$326K +4,266 +10%
TFM
1058
TFC Financial Management
Massachusetts
$3.34M
TC
1059
Telemus Capital
Michigan
$3.33M +$17.4K +227 +0.5%
IMOV
1060
Investment Management of Virginia
Virginia
$3.33M +$30.5K +399 +0.9%
SFS
1061
Strategic Financial Services
New York
$3.32M -$57.6K -753 -2%
NSIM
1062
North Star Investment Management
Illinois
$3.31M -$514K -6,724 -14%
IAA
1063
Independent Advisor Alliance
North Carolina
$3.31M -$85.3K -1,115 -3%
JWCA
1064
J.W. Coons Advisors
Ohio
$3.3M -$20.8K -272 -0.6%
AWM
1065
Avitas Wealth Management
California
$3.29M +$64.6K +845 +2%
Barrow, Hanley, Mewhinney & Strauss
1066
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.27M -$41.2K -539 -1%
ADBIC
1067
A.D. Beadell Investment Counsel
Wisconsin
$3.27M -$73.3K -958 -2%
BPA
1068
Beacon Pointe Advisors
California
$3.27M +$942K +12,323 +42%
KCM
1069
Kempner Capital Management
Texas
$3.27M
PAI
1070
Pittenger & Anderson Inc
Nebraska
$3.25M -$155K -2,028 -5%
Twin Tree Management
1071
Twin Tree Management
Texas
$3.24M +$3.18M +41,521 New
MIAN
1072
Mariner Independent Advisor Network
Kansas
$3.23M +$570K +7,448 +22%
JPMIA
1073
J.P. Marvel Investment Advisors
Massachusetts
$3.23M
LW
1074
Linscomb Wealth
Texas
$3.23M -$42.6K -557 -1%
HIP
1075
Harrell Investment Partners
Texas
$3.22M +$130K +1,705 +4%