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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1076
WBI Investments
New Jersey
$2.57M -$41.9M -737,654 -94%
CC
1077
Cannell & Co
New York
$2.57M -$163K -2,877 -6%
LD
1078
Lipe & Dalton
New York
$2.57M -$72.9K -1,285 -3%
NL
1079
NKCFO LLC
Illinois
$2.57M +$2.59M +45,700 New
AWM
1080
Altium Wealth Management
New York
$2.57M -$444K -7,820 -15%
DWT
1081
Dorsey & Whitney Trust
South Dakota
$2.56M +$245K +4,324 +10%
CWP
1082
Capital Wealth Planning
Florida
$2.56M +$1.35M +23,775 +109%
BIM
1083
Bridgecreek Investment Management
Oklahoma
$2.55M -$46.2K -815 -2%
CG
1084
Caprock Group
Idaho
$2.54M +$196K +3,447 +8%
GIA
1085
Guyasuta Investment Advisors
Pennsylvania
$2.52M +$99K +1,745 +4%
HFA
1086
HC Financial Advisors
California
$2.52M +$83.9K +1,478 +3%
SBA
1087
Secrest Blakey & Associates
North Carolina
$2.51M +$62.4K +1,100 +3%
PRS
1088
Pinkerton Retirement Specialists
Idaho
$2.51M -$7.83K -138 -0.3%
BDF
1089
Balasa Dinverno & Foltz
$2.51M +$966K +17,029 +62%
CCM
1090
Canal Capital Management
Virginia
$2.48M +$75.9K +1,337 +3%
AM
1091
Atwater Malick
Pennsylvania
$2.48M +$2.5M +44,142 New
WCM
1092
Windward Capital Management
California
$2.48M +$112K +1,974 +5%
MNG
1093
Manning & Napier Group
New York
$2.47M -$64.7K -1,140 -3%
JCM
1094
Jacobi Capital Management
Pennsylvania
$2.47M +$501K +8,838 +25%
BC
1095
Burleson & Co
California
$2.46M +$106K +1,863 +4%
BOPW
1096
Brandywine Oak Private Wealth
Pennsylvania
$2.45M +$2.47M +43,540 New
UFG
1097
United Fire Group
Iowa
$2.44M
CPA
1098
Court Place Advisors
Maryland
$2.44M +$18.3K +323 +0.8%
MWM
1099
Marietta Wealth Management
Georgia
$2.43M +$31.7K +558 +1%
MA
1100
Marshwinds Advisory
Georgia
$2.43M -$152K -2,681 -6%