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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1001
Burleson & Co
California
$2.5M +$2.33M +85,296 New
AssetMark Inc
1002
AssetMark Inc
California
$2.5M +$792K +29,003 +52%
AIP
1003
Ahrens Investment Partners
Louisiana
$2.5M -$267K -9,792 -10%
PJSIMP
1004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.5M -$224K -8,185 -9%
SLF
1005
Sun Life Financial
Ontario, Canada
$2.49M +$163K +5,957 +8%
FBC
1006
Fairfield, Bush & Co
Connecticut
$2.49M +$46K +1,686 +2%
Wealth Enhancement Advisory Services
1007
Wealth Enhancement Advisory Services
Minnesota
$2.49M +$1.51M +55,122 +161%
PRS
1008
Pinkerton Retirement Specialists
Idaho
$2.49M +$80.7K +2,954 +4%
MC
1009
Mathes Company
New York
$2.48M -$232K -8,507 -9%
KFA
1010
Kays Financial Advisory
Georgia
$2.48M +$9.99K +366 +0.4%
HCM
1011
Hall Capital Management
Rhode Island
$2.47M -$96K -3,515 -4%
FFA
1012
First Foundation Advisors
California
$2.47M +$689K +25,220 +43%
MHS
1013
M Holdings Securities
Oregon
$2.46M +$571K +20,910 +33%
Fayez Sarofim & Co
1014
Fayez Sarofim & Co
Texas
$2.46M +$69.8K +2,557 +3%
CK
1015
Cohen Klingenstein
New York
$2.46M +$10.8K +397 +0.5%
MCP
1016
Mirador Capital Partners
California
$2.45M +$26.7K +978 +1%
PSF
1017
Pacific Sun Financial
California
$2.45M +$2.28M +83,560 New
CCA
1018
Checchi Capital Advisers
California
$2.45M -$60.4K -2,213 -3%
SAM
1019
Strategy Asset Managers
California
$2.45M -$60.7K -2,223 -3%
CAG
1020
Csenge Advisory Group
Florida
$2.44M +$26.1K +957 +1%
NWP
1021
Northstar Wealth Partners
Connecticut
$2.43M +$52.8K +1,935 +2%
CS
1022
Comerica Securities
Michigan
$2.42M +$274K +10,033 +14%
MIM
1023
Marco Investment Management
Georgia
$2.41M -$46.5K -1,703 -2%
SIC
1024
Salem Investment Counselors
North Carolina
$2.41M -$150K -5,479 -6%
HFBOT
1025
Home Federal Bank of Tennessee
Tennessee
$2.4M +$14.6K +533 +0.7%