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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1126
WMS Partners
Maryland
$2.12M +$14.6K +454 +0.7%
NFG
1127
Next Financial Group
Texas
$2.12M -$479K -14,916 -20%
WDA
1128
Wendell David Associates
New Hampshire
$2.11M +$417K +12,988 +26%
GVT
1129
Genesee Valley Trust
New York
$2.1M +$249K +7,732 +14%
VST
1130
Van Strum & Towne
California
$2.1M -$146K -4,533 -7%
MFW
1131
Meristem Family Wealth
Minnesota
$2.09M
RIA
1132
Regal Investment Advisors
Michigan
$2.09M +$765K +23,800 +63%
CFMC
1133
Curbstone Financial Management Corp
New Hampshire
$2.08M +$1.03M +32,040 +109%
SCA
1134
Stonebridge Capital Advisors
Minnesota
$2.07M +$14.7K +457 +0.8%
GC
1135
Grimes & Company
Massachusetts
$2.07M -$3.21K -100 -0.2%
MBI
1136
Montrusco Bolton Investments
Quebec, Canada
$2.07M -$133K -4,135 -6%
CYG
1137
Clean Yield Group
Vermont
$2.06M
MC
1138
Middleton & Co
Massachusetts
$2.05M +$1.29M +40,156 +197%
GIM
1139
Guardian Investment Management
California
$2.05M
BCP
1140
Blue Chip Partners
Michigan
$2.05M -$147K -4,583 -7%
KCM
1141
Kempner Capital Management
Texas
$2.05M +$46.2K +1,438 +2%
WSC
1142
Wellington Shields & Co
New York
$2.04M +$20.4K +634 +1%
RMDI
1143
R.M. Davis Inc
Maine
$2.04M +$256K +7,968 +15%
AAIM
1144
American Assets Investment Management
California
$2.04M
GIM
1145
Greylin Investment Management
Virginia
$2.03M -$27.1K -843 -1%
LPIC
1146
LeJeune Puetz Investment Counsel
Michigan
$2.03M -$40.7K -1,265 -2%
WA
1147
WBH Advisory
Maryland
$2.02M -$86.5K -2,692 -4%
LWAC
1148
Laurel Wealth Advisors (California)
California
$2.02M -$41.9K -1,303 -2%
SFP
1149
Shepherd Financial Partners
Massachusetts
$2.02M
CPIM
1150
Columbia Partners Investment Management
Virginia
$2.01M +$126K +3,908 +7%