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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
AE Wealth Management
Kansas
$2.99M -$204K -5,965 -6%
CPA
1002
Court Place Advisors
Maryland
$2.98M -$6.36K -186 -0.2%
RIM
1003
Rampart Investment Management
Connecticut
$2.98M -$2.77M -81,188 -48%
TIM
1004
Thompson Investment Management
Wisconsin
$2.98M -$63.7K -1,865 -2%
SWMG
1005
Signature Wealth Management Group
Georgia
$2.98M +$24.7K +722 +0.8%
HAG
1006
HighPoint Advisor Group
Illinois
$2.94M +$320K +9,353 +14%
Aristotle Capital Management
1007
Aristotle Capital Management
California
$2.94M
GD
1008
Grandfield & Dodd
New York
$2.93M +$4.82K +141 +0.2%
CC
1009
Colrain Capital
Massachusetts
$2.93M -$535K -15,652 -16%
FB
1010
Fulton Bank
Pennsylvania
$2.92M +$791K +23,143 +37%
GWM
1011
Geneos Wealth Management
Colorado
$2.92M -$274K -8,028 -9%
SNT
1012
Security National Trust
West Virginia
$2.92M -$148K -4,324 -5%
BS
1013
Boenning & Scattergood
Pennsylvania
$2.92M +$2.9M +84,795 New
BG
1014
Bollard Group
Massachusetts
$2.92M +$22.1K +647 +0.8%
LJAC
1015
L.J. Altfest & Co
New York
$2.92M -$247K -7,217 -8%
PWW
1016
Pettyjohn Wood & White
Virginia
$2.91M +$164K +4,806 +6%
BRWA
1017
B. Riley Wealth Advisors
Florida
$2.9M +$78.4K +2,294 +3%
UFF
1018
USA Financial Formulas
Michigan
$2.89M -$7.45K -218 -0.3%
IMOV
1019
Investment Management of Virginia
Virginia
$2.88M +$48.5K +1,420 +2%
ET
1020
Equitable Trust
Tennessee
$2.88M +$2.85M +83,519 New
BE
1021
Bonness Enterprises
District of Columbia
$2.85M
SA
1022
Strategic Advisors
New York
$2.85M +$3.76K +110 +0.1%
MGIA
1023
Moneta Group Investment Advisors
Missouri
$2.85M +$316K +9,254 +13%
DG
1024
Delek Group
Israel
$2.85M -$14.4K -421 -0.5%
SC
1025
Searle & Co
Connecticut
$2.84M