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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1026
WealthPLAN Partners
Nebraska
$3.29M -$165K -3,982 -5%
TCOT
1027
Trust Company of Toledo
Ohio
$3.28M -$6.23K -150 -0.2%
MGIA
1028
Moneta Group Investment Advisors
Missouri
$3.28M +$142K +3,421 +5%
SCM
1029
Stuyvesant Capital Management
New York
$3.26M -$2.63M -63,245 -45%
LJAC
1030
L.J. Altfest & Co
New York
$3.25M -$97.9K -2,359 -3%
CC
1031
Chicago Capital
Illinois
$3.25M +$482K +11,607 +17%
WSC
1032
Wellington Shields & Co
New York
$3.24M +$822K +19,806 +34%
APP
1033
Avantax Planning Partners
Iowa
$3.24M +$152K +3,652 +5%
RMSCM
1034
R.M. Sincerbeaux Capital Management
New York
$3.23M
HIC
1035
Holderness Investments Company
North Carolina
$3.23M +$60.5K +1,457 +2%
NNP
1036
Nachman Norwood & Parrott
South Carolina
$3.22M +$3.23M +77,816 New
PCA
1037
Providence Capital Advisors
North Carolina
$3.22M -$432K -10,414 -12%
GC
1038
Grimes & Company
Massachusetts
$3.22M -$198K -4,762 -6%
EHC
1039
Everett Harris & Co
California
$3.21M
RC
1040
Roundview Capital
New Jersey
$3.2M +$247K +5,951 +8%
BAM
1041
Blueshift Asset Management
New Jersey
$3.2M +$3.21M +77,252 New
ESB
1042
Essex Savings Bank
Connecticut
$3.19M +$3.2M +77,023 New
BWAM
1043
Boyd Watterson Asset Management
Ohio
$3.19M -$11.6K -279 -0.4%
PL
1044
Perpetual Ltd
Australia
$3.18M
CCA
1045
Checchi Capital Advisers
California
$3.17M -$309K -7,448 -9%
IHL
1046
Investment House LLC
California
$3.16M -$99.3K -2,391 -3%
FWM
1047
Foresight Wealth Management
Utah
$3.16M +$3.16M +76,215 New
BCM
1048
Boltwood Capital Management
California
$3.15M -$152K -3,653 -5%
WPW
1049
Winthrop Partners - WNY
New York
$3.15M -$5.89K -142 -0.2%
TA
1050
Tiedemann Advisors
New York
$3.15M +$740K +17,822 +31%