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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
$2.53M +$159K +3,446 +6%
UR
927
USCA RIA
Texas
$2.53M +$1.42M +30,835 +112%
MA
928
Marshwinds Advisory
Georgia
$2.52M -$15.6K -337 -0.6%
MC
929
Martin & Co
Tennessee
$2.52M +$9.69K +210 +0.4%
LGC
930
Laurel Grove Capital
California
$2.51M +$318K +6,886 +14%
CIP
931
Capital Insight Partners
Arizona
$2.51M +$58.9K +1,277 +2%
TNB
932
Thomasville National Bank
Georgia
$2.51M -$103K -2,226 -4%
B
933
BancorpSouth
Mississippi
$2.5M +$8.77K +190 +0.3%
MBTD
934
Mechanics Bank - Trust Department
California
$2.5M +$128K +2,784 +5%
SFFS
935
Stonehage Fleming Financial Services
Jersey
$2.49M +$64.3K +1,394 +2%
TSWM
936
Triangle Securities Wealth Management
North Carolina
$2.49M -$13.8K -298 -0.5%
DBG
937
De Burlo Group
Massachusetts
$2.49M +$4.15K +90 +0.2%
CAM
938
Columbia Asset Management
Michigan
$2.48M +$58.1K +1,259 +2%
PFS
939
Prospera Financial Services
Texas
$2.48M +$502K +10,887 +23%
HB
940
Homrich & Berg
Georgia
$2.48M +$701K +15,200 +36%
BCM
941
Bluefin Capital Management
New York
$2.48M -$1.86M -40,282 -41%
SAM
942
Selway Asset Management
$2.46M -$23.1K -500 -0.9%
BS
943
Bessemer Securities
New York
$2.46M +$2.61M +56,500 New
DHFB
944
Dixon Hubard Feinour & Brown
Virginia
$2.45M -$76.3K -1,653 -3%
DAM
945
Delta Asset Management
Tennessee
$2.45M +$111K +2,395 +4%
SBWM
946
Sunflower Bank Wealth Management
Arizona
$2.45M -$158K -3,435 -6%
CIA
947
Covington Investment Advisors
Pennsylvania
$2.45M +$57.9K +1,255 +2%
FNFDCM
948
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.44M -$1.15K -25 -0%
UFG
949
United Fire Group
Iowa
$2.44M
WAM
950
Wavelength Asset Management
New York
$2.44M +$2.58M +55,965 New