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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1751
Caerus Investment Advisors
Texas
$421K
KP
1752
Keel Point
Alabama
$421K +$14.9K +121 +4%
RIG
1753
Renaissance Investment Group
Massachusetts
$420K -$17.1K -139 -4%
Cohen & Steers
1754
Cohen & Steers
New York
$418K +$57.8K +470 +16%
LPT
1755
Legacy Private Trust
Wisconsin
$417K +$116K +947 +39%
WAM
1756
Wallington Asset Management
Indiana
$417K
AA
1757
Alta Advisers
United Kingdom
$417K
SPWM
1758
Schrum Private Wealth Management
Florida
$417K
FCA
1759
FLC Capital Advisors
California
$416K
KTC
1760
Kistler-Tiffany Companies
Pennsylvania
$416K -$170K -1,385 -29%
DAM
1761
Deltec Asset Management
New York
$415K +$416K +3,384 New
FFA
1762
Founders Financial Alliance
North Carolina
$415K +$20.5K +167 +5%
BSAM
1763
Blue Square Asset Management
New York
$414K +$415K +3,372 New
CFG
1764
CKW Financial Group
Hawaii
$411K
FC
1765
Fulcrum Capital
Washington
$410K +$411K +3,340 New
W
1766
Wealthquest
Ohio
$408K
PB
1767
Pinnacle Bancorp
Nebraska
$408K
KFA
1768
Kapstone Financial Advisors
Ohio
$408K
FFG
1769
Frisch Financial Group
New York
$408K +$1.35K +11 +0.3%
GWS
1770
Glassman Wealth Services
Virginia
$407K +$5.04K +41 +1%
CNWM
1771
Clay Northam Wealth Management
California
$406K +$246 +2 +0.1%
MKC
1772
M. Kraus & Co
Vermont
$403K +$124K +1,008 +44%
VC
1773
Veracity Capital
Georgia
$403K +$2.95K +24 +0.7%
NAM
1774
NorthCrest Asset Manangement
Minnesota
$403K +$404K +3,283 New
QFA
1775
Quantum Financial Advisors
California
$402K