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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
Manchester Capital Management
Vermont
$385K -$169K -2,146 -31%
LIM
1002
Leavell Investment Management
Alabama
$383K
CPSC
1003
Carl P. Sherr & Co
Massachusetts
$383K
MG
1004
Mather Group
Illinois
$382K -$110K -1,393 -21%
TAM
1005
Tucker Asset Management
Colorado
$381K -$208K -2,644 -36%
TWC
1006
TD Waterhouse Canada
Ontario, Canada
$381K -$80.4K -1,020 -18%
AAM
1007
Aureus Asset Management
Massachusetts
$379K -$67K -850 -15%
IWM
1008
IHT Wealth Management
Illinois
$377K +$11.1K +141 +3%
DAS
1009
Dynamic Advisor Solutions
Arizona
$377K +$16.5K +210 +5%
UAML
1010
US Asset Management LLC
Pennsylvania
$376K -$3.07K -39 -0.8%
VSQM
1011
V-Square Quantitative Management
Illinois
$376K +$159K +2,018 +77%
RA
1012
Ransom Advisory
Rhode Island
$375K +$364K +4,614 New
S
1013
SimplyRich
California
$374K
HCMT
1014
Highland Capital Management (Tennessee)
Tennessee
$373K
CGFA
1015
Colton Groome Financial Advisors
North Carolina
$373K
AA
1016
Ancora Advisors
Ohio
$371K +$2.84K +36 +0.8%
TCOT
1017
Trust Company of Toledo
Ohio
$368K -$18.8K -238 -5%
BWP
1018
BSW Wealth Partners
Colorado
$368K +$52K +660 +17%
NME
1019
Notis-McConarty Edward
$368K
FFA
1020
First Foundation Advisors
California
$367K +$53.1K +674 +18%
CWA
1021
CM Wealth Advisors
Ohio
$365K +$379K +4,812 New
ACA
1022
Aptus Capital Advisors
Alabama
$360K +$91.2K +1,157 +35%
WPC
1023
Wedmont Private Capital
Pennsylvania
$358K +$16.5K +210 +5%
ILI
1024
Invesco LLC (Illinois)
Illinois
$358K +$16.2K +205 +5%
GFP
1025
Gryphon Financial Partners
Ohio
$356K -$34.1K -433 -9%