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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1401
Joel Isaacson & Co
New York
$1.38M +$57K +725 +4%
FIM
1402
Freedom Investment Management
Connecticut
$1.38M +$36.1K +459 +3%
EWM
1403
Evermay Wealth Management
Virginia
$1.37M +$11.6K +147 +0.8%
DWM
1404
Dorchester Wealth Management
Quebec, Canada
$1.36M -$207K -2,633 -12%
PCM
1405
Penserra Capital Management
California
$1.36M -$1.37M -17,422 -48%
BWP
1406
Bernardo Wealth Planning
Pennsylvania
$1.36M -$29.2K -371 -2%
RSC
1407
Red Spruce Capital
Pennsylvania
$1.35M +$23K +293 +2%
MC
1408
Martin & Co
Tennessee
$1.35M +$15.8K +201 +1%
NCM
1409
Noesis Capital Mangement
Florida
$1.35M -$49.4K -629 -3%
MWM
1410
Mission Wealth Management
California
$1.35M -$21.9K -279 -1%
GJIC
1411
Gamble Jones Investment Counsel
California
$1.35M -$28.8K -367 -2%
SBA
1412
Secrest Blakey & Associates
North Carolina
$1.34M +$314 +4 +0%
CT
1413
Columbia Trust
Oregon
$1.34M +$40.2K +512 +3%
RMC
1414
Resources Management Corp
Connecticut
$1.34M -$205K -2,611 -13%
FFA
1415
First Foundation Advisors
California
$1.34M +$174K +2,213 +14%
ADL
1416
Asset Dedication LLC
California
$1.33M -$570K -7,255 -29%
CFA
1417
Camarda Financial Advisors
Florida
$1.33M +$98.9K +1,258 +7%
VNIM
1418
Vaughan Nelson Investment Management
Texas
$1.33M
CI
1419
Capital International
California
$1.33M -$2.5M -31,763 -64%
MBT
1420
Montecito Bank & Trust
California
$1.33M +$332K +4,223 +30%
OPTFSNA
1421
Old Point Trust & Financial Services N A
Virginia
$1.32M -$876K -11,149 -38%
WI
1422
Wintrust Investments
Illinois
$1.32M -$21.7K -276 -2%
BG
1423
Berry Group
Massachusetts
$1.32M -$247K -3,141 -15%
FI
1424
Fosun International
China
$1.32M +$275K +3,496 +24%
SLG
1425
Stanley-Laman Group
Pennsylvania
$1.31M +$209K +2,655 +17%