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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
976
Roosevelt Investment Group
New York
$1.53M +$164K +6,105 +12%
SSWM
977
Smith Salley Wealth Management
North Carolina
$1.53M +$803K +29,980 +110%
PSI
978
Pinnacle Summer Investments
Virginia
$1.53M -$4.52M -168,688 -75%
AAM
979
Auxier Asset Management
Oregon
$1.52M -$71.4K -2,664 -4%
ASC
980
Atalanta Sosnoff Capital
New York
$1.52M -$258K -9,632 -14%
PVWM
981
Point View Wealth Management
New Jersey
$1.52M -$108K -4,040 -7%
JIC
982
Joel Isaacson & Co
New York
$1.52M +$15.8K +588 +1%
BTNA
983
Bremer Trust National Association
Minnesota
$1.52M -$384K -14,346 -20%
MWM
984
Modera Wealth Management
New Jersey
$1.51M -$76.4K -2,851 -5%
VC
985
Vicus Capital
Pennsylvania
$1.51M +$109K +4,079 +8%
P
986
Pitcairn
Pennsylvania
$1.51M -$1.4M -52,231 -48%
PCM
987
Palisade Capital Management
New Jersey
$1.51M -$321K -11,982 -18%
CA
988
Cornerstone Advisors
North Carolina
$1.51M
NPF
989
Norris Perne & French
Michigan
$1.5M +$59.1K +2,206 +4%
ARMT
990
Amica Retiree Medical Trust
Rhode Island
$1.5M
CASB
991
Cape Ann Savings Bank
Massachusetts
$1.5M +$104K +3,866 +7%
BDF
992
Balasa Dinverno & Foltz
$1.49M +$33.1K +1,237 +2%
WWM
993
Willingdon Wealth Management
North Carolina
$1.49M +$90.5K +3,378 +6%
CL
994
Choreo LLC
Illinois
$1.49M -$14.1K -527 -0.9%
NEIRG
995
New England Investment & Retirement Group
Massachusetts
$1.49M +$1.49M +55,473 New
EA
996
Emerald Advisers
Pennsylvania
$1.48M -$151K -5,637 -9%
AHS
997
Aspiriant Holdings S3
California
$1.47M -$161 -6 -0%
OCM
998
One Capital Management
California
$1.47M +$52.6K +1,964 +4%
CIM
999
Corda Investment Management
Texas
$1.47M +$205K +7,658 +16%
WEC
1000
Winslow Evans & Crocker
Massachusetts
$1.47M +$146K +5,458 +11%