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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1001
Howland Capital Management
Massachusetts
$4.11M +$81.5K +1,700 +2%
PA
1002
Parallel Advisors
California
$4.11M +$446K +9,306 +13%
SRC
1003
Shufro Rose & Co
New York
$4.1M -$233K -4,869 -6%
LC
1004
Lindbrook Capital
California
$4.1M +$253K +5,285 +7%
FSA
1005
Fort Sheridan Advisors
Illinois
$4.09M -$110K -2,298 -3%
SWM
1006
Spire Wealth Management
Virginia
$4.09M +$391K +8,162 +11%
UA
1007
Unison Advisors
District of Columbia
$4.09M +$36.3K +757 +1%
CCP
1008
Clarkston Capital Partners
Michigan
$4.08M +$20.5K +428 +0.5%
YIA
1009
YHB Investment Advisors
Connecticut
$4.08M -$41.6K -868 -1%
SWMG
1010
Signature Wealth Management Group
Georgia
$4.08M +$55.7K +1,162 +1%
GD
1011
Grandfield & Dodd
New York
$4.08M -$148K -3,090 -4%
HCM
1012
Huber Capital Management
California
$4.08M +$408K +8,500 +12%
HCMT
1013
Highland Capital Management (Tennessee)
Tennessee
$4.08M -$4.12K -86 -0.1%
MWM
1014
Meridian Wealth Management
Kentucky
$4.07M +$164K +3,427 +5%
TW
1015
TrinityPoint Wealth
Connecticut
$4.06M +$718K +14,967 +23%
FAT
1016
First American Trust
California
$4.05M -$90.9K -1,895 -2%
CAM
1017
Cozad Asset Management
Illinois
$4.04M +$378K +7,880 +11%
WCM
1018
Windward Capital Management
California
$4.03M -$14.3K -298 -0.4%
BFIM
1019
Beese Fulmer Investment Management
Ohio
$4.01M -$6.95K -145 -0.2%
OIM
1020
Opus Investment Management
Massachusetts
$4M -$2.21M -46,000 -37%
NAM
1021
NTV Asset Management
West Virginia
$3.99M -$24K -500 -0.6%
BG
1022
Bollard Group
Massachusetts
$3.99M -$126K -2,619 -3%
FWM
1023
Focused Wealth Management
New York
$3.98M +$28.9K +602 +0.8%
BBI
1024
Baxter Bros Inc
Connecticut
$3.97M -$21K -439 -0.6%
FFWA
1025
FRG Family Wealth Advisors
Washington
$3.95M -$152K -3,170 -4%