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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
626
Baskin Financial Services
Ontario, Canada
$56.6M -$941K -6,587 -1%
DT
627
Diversified Trust
Tennessee
$56.6M +$4.7M +32,918 +8%
WAM
628
Weatherly Asset Management
California
$55.6M -$1.54M -10,752 -2%
AHC
629
Adell Harriman & Carpenter
Texas
$55.6M -$2.44M -17,054 -4%
LCM
630
LVM Capital Management
Michigan
$55.5M -$1.02M -7,165 -2%
NAM
631
NorthCrest Asset Manangement
Minnesota
$55.5M -$1.47M -10,260 -2%
MIFH
632
Migdal Insurance & Financial Holdings
Israel
$55.4M -$40.4K -283 -0.1%
WAM
633
Wolverine Asset Management
Illinois
$55.4M +$508K +3,552 +0.8%
GVAG
634
Great Valley Advisor Group
Delaware
$55.3M -$2.6M -18,217 -4%
HVM
635
Harvest Volatility Management
Connecticut
$55.3M -$14.2M -99,105 -19%
SFS
636
Sowell Financial Services
Arkansas
$55.2M +$60.7M +424,519 New
SWM
637
SeaCrest Wealth Management
New York
$55.1M -$2.12M -14,853 -3%
EAM
638
Evanson Asset Management
California
$54.9M -$534K -3,736 -0.9%
OCBCO
639
Oversea-Chinese Banking Corp (OCBC)
Singapore
$54.8M +$60.3M +422,120 New
CTA
640
Colonial Trust Advisors
South Carolina
$54.8M -$964K -6,744 -2%
DSAM
641
Dock Street Asset Management
Florida
$54.8M +$1.24M +8,687 +2%
TBA
642
Tower Bridge Advisors
Pennsylvania
$54.8M -$1.74M -12,160 -3%
SSWM
643
Smith Salley Wealth Management
North Carolina
$54.6M +$89.2K +624 +0.1%
FFA
644
First Foundation Advisors
California
$54.4M -$7.9M -55,254 -12%
CB
645
Community Bank
New York
$54.2M -$57.3K -401 -0.1%
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$54M +$21.6M +150,947 +116%
KFC
647
Klingenstein Fields & Co
New York
$54M -$44K -308 -0.1%
S
648
SignatureFD
Georgia
$53.8M +$867K +6,066 +1%
EF
649
Empirical Finance
Pennsylvania
$53.8M +$4.07M +28,507 +7%
GWA
650
Gibson Wealth Advisors
Texas
$53.7M +$53.2M +372,576 +10,784%