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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1001
Wunderlich Capital Managemnt
Tennessee
$1.8M -$36.7K -459 -2%
WWM
1002
Willingdon Wealth Management
North Carolina
$1.79M +$68.8K +859 +4%
BFG
1003
Beacon Financial Group
Texas
$1.79M +$194K +2,417 +12%
CIM
1004
CIM Investment Management
Pennsylvania
$1.76M -$135K -1,690 -7%
MAM
1005
Meeder Asset Management
Ohio
$1.74M -$3.43M -42,888 -67%
ACM
1006
Ativo Capital Management
Illinois
$1.74M
FIB
1007
First Interstate Bank
Montana
$1.72M +$8.01K +100 +0.5%
NAMP
1008
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.71M -$32K -400 -2%
BTNA
1009
Bremer Trust National Association
Minnesota
$1.7M +$39K +487 +2%
HAG
1010
HighPoint Advisor Group
Illinois
$1.7M +$4.4K +55 +0.3%
EWM
1011
Endurance Wealth Management
Rhode Island
$1.69M
LI
1012
Longer Investments
Arkansas
$1.69M +$1.64M +20,432 New
TFA
1013
Toth Financial Advisory
Virginia
$1.69M +$294K +3,673 +22%
CB
1014
Chemical Bank
Michigan
$1.67M -$58.4K -730 -3%
CIA
1015
Capital Investment Advisors
Georgia
$1.67M +$42.4K +529 +3%
GCM
1016
Glynn Capital Management
California
$1.65M
ICOA
1017
Investment Centers of America
North Dakota
$1.65M +$8.17K +102 +0.5%
NEIRG
1018
New England Investment & Retirement Group
Massachusetts
$1.65M -$10.9K -136 -0.7%
PFS
1019
Physicians Financial Services
North Carolina
$1.64M
FT
1020
Fiduciary Trust
Massachusetts
$1.64M -$10.2K -128 -0.6%
PIM
1021
Profit Investment Management
Maryland
$1.64M -$929K -11,605 -37%
IHL
1022
Investment House LLC
California
$1.64M +$839K +10,485 +113%
RWA
1023
Ropes Wealth Advisors
Massachusetts
$1.6M +$16.5K +206 +1%
HAI
1024
Hennessy Advisors Inc
California
$1.6M -$1.1M -13,695 -42%
BHWM
1025
Bar Harbor Wealth Management
New Hampshire
$1.59M +$801 +10 +0.1%