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Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
1001
Hamilton Point Investment Advisors
North Carolina
$3.6M +$183K +3,170 +6%
FAM
1002
Fred Alger Management
New York
$3.59M
MFG
1003
Monte Financial Group
Connecticut
$3.59M -$166K -2,889 -5%
RIM
1004
Rampart Investment Management
Connecticut
$3.59M -$806 -14 -0%
NAM
1005
NTV Asset Management
West Virginia
$3.58M +$25.7K +447 +0.8%
HI
1006
Hudock Inc
Pennsylvania
$3.57M -$691 -12 -0%
KPW
1007
Kore Private Wealth
New York
$3.57M -$85.3K -1,481 -2%
GH
1008
GAM Holding
Switzerland
$3.57M -$1.27M -22,136 -27%
LIM
1009
Leavell Investment Management
Alabama
$3.56M +$43.7K +759 +1%
PFSC
1010
Peoples Financial Services Corp
Pennsylvania
$3.55M -$19.5K -338 -0.6%
PCS
1011
Personal CFO Solutions
New Jersey
$3.54M +$3.37M +58,565 New
SAM
1012
Strategy Asset Managers
California
$3.52M -$726K -12,602 -18%
UCMOK
1013
United Capital Management of KS
Kansas
$3.52M +$231K +4,016 +7%
GI
1014
Gradient Investments
Minnesota
$3.52M +$785K +13,624 +31%
HCM
1015
Hodges Capital Management
Texas
$3.48M +$10.4K +180 +0.3%
BWL
1016
Bogart Wealth LLC
Virginia
$3.47M -$563K -9,774 -15%
AF
1017
Arrow Financial
New York
$3.47M +$6.39K +111 +0.2%
EFIC
1018
Eliot Finkel Investment Counsel
California
$3.46M -$23.3K -405 -0.7%
LA
1019
LVW Advisors
New York
$3.45M -$24.9K -432 -0.8%
CIA
1020
Choate Investment Advisors
Massachusetts
$3.44M -$291K -5,054 -8%
CM
1021
Columbus Macro
Pennsylvania
$3.43M -$1.72M -29,812 -34%
IWC
1022
Integrated Wealth Concepts
Massachusetts
$3.4M +$367K +6,381 +13%
SMG
1023
Spectrum Management Group
Indiana
$3.39M +$46.1K +800 +1%
Fayez Sarofim & Co
1024
Fayez Sarofim & Co
Texas
$3.39M +$133K +2,317 +4%
FCH
1025
Freestone Capital Holdings
Washington
$3.39M -$2.89M -50,239 -47%