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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
1001
Winslow Evans & Crocker
Massachusetts
$3.05M +$588K +10,366 +24%
CPO
1002
Cerity Partners OCIO
New York
$3.05M -$71.3K -1,257 -2%
AAMA
1003
Advanced Asset Management Advisors
Ohio
$3.04M +$3.07M +54,163 New
Fayez Sarofim & Co
1004
Fayez Sarofim & Co
Texas
$3.04M +$79.4K +1,400 +3%
RC
1005
RegentAtlantic Capital
New Jersey
$3.03M +$56.2K +990 +2%
LCM
1006
Liberty Capital Management
Michigan
$3M +$1.1M +19,330 +57%
FBT
1007
First Bank & Trust
South Dakota
$3M -$446K -7,856 -13%
CAM
1008
Costello Asset Management
Pennsylvania
$2.99M +$3.01M +53,134 New
AFG
1009
American Financial Group
Ohio
$2.98M
CYG
1010
Clean Yield Group
Vermont
$2.97M +$39.7K +700 +1%
PHIMC
1011
Private Harbour Investment Management & Counsel
Ohio
$2.97M -$153K -2,700 -5%
TPA
1012
Trivium Point Advisory
Connecticut
$2.97M +$3M +52,870 New
RFWA
1013
RPg Family Wealth Advisory
Massachusetts
$2.95M -$28.5K -502 -0.9%
MCP
1014
Mirador Capital Partners
California
$2.95M -$65.3K -1,150 -2%
WGCA
1015
Wolf Group Capital Advisors
Virginia
$2.95M -$3.29K -58 -0.1%
DSC
1016
Duncker Streett & Co
Missouri
$2.95M +$8.63K +152 +0.3%
HCM
1017
Hall Capital Management
Rhode Island
$2.95M +$281K +4,950 +10%
SCA
1018
Sage Capital Advisors
South Dakota
$2.94M -$1.12M -19,808 -27%
PAM
1019
Pegasus Asset Management
New York
$2.91M +$4.03K +71 +0.1%
CIA
1020
Choate Investment Advisors
Massachusetts
$2.91M -$664K -11,708 -18%
OCM
1021
Orleans Capital Management
Louisiana
$2.9M -$36.9K -650 -1%
WSC
1022
Wellington Shields & Co
New York
$2.89M +$405K +7,133 +16%
BS
1023
Bessemer Securities
New York
$2.89M +$2.91M +51,368 New
BCM
1024
Brookstone Capital Management
Illinois
$2.88M -$4.53M -79,875 -61%
CFMC
1025
Curbstone Financial Management Corp
New Hampshire
$2.88M -$42.6K -750 -1%