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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
626
Evanson Asset Management
California
$70.6M +$806K +5,462 +1%
SSWM
627
Smith Salley Wealth Management
North Carolina
$70.5M +$1.04M +7,079 +2%
BFS
628
Baskin Financial Services
Ontario, Canada
$70.2M -$1.48M -10,033 -2%
CAMG
629
CWA Asset Management Group
Florida
$70M +$2.32M +15,748 +4%
GVAG
630
Great Valley Advisor Group
Delaware
$69.7M -$453K -3,068 -0.7%
LCM
631
LVM Capital Management
Michigan
$69.7M -$665K -4,507 -1%
GIC
632
GFI Investment Counsel
Ontario, Canada
$69.5M -$4.7M -31,831 -7%
WAM
633
Weatherly Asset Management
California
$69.5M -$984K -6,667 -2%
SWM
634
SeaCrest Wealth Management
New York
$68.9M -$873K -5,916 -1%
FSA
635
Franklin Street Advisors
North Carolina
$68.9M -$4.92M -33,371 -7%
AHC
636
Adell Harriman & Carpenter
Texas
$68.6M -$1.74M -11,764 -3%
CTA
637
Colonial Trust Advisors
South Carolina
$68.3M -$1.14M -7,750 -2%
KFC
638
Klingenstein Fields & Co
New York
$68.3M -$208K -1,407 -0.3%
CB
639
Community Bank
New York
$68.1M -$539K -3,651 -0.9%
OCBCO
640
Oversea-Chinese Banking Corp (OCBC)
Singapore
$68M -$1.4M -9,509 -2%
CCM
641
Coldstream Capital Management
Washington
$67.7M +$193K +1,305 +0.3%
MAM
642
Meeder Asset Management
Ohio
$67.7M +$5.85M +39,626 +11%
IWM
643
IHT Wealth Management
Illinois
$67.4M +$2.17M +14,707 +4%
YIA
644
YHB Investment Advisors
Connecticut
$66.8M -$449K -3,046 -0.7%
FAIM
645
Financial Advocates Investment Management
Washington
$66.6M +$1.73M +11,696 +3%
GC
646
Grimes & Company
Massachusetts
$66.4M -$333K -2,257 -0.6%
TBA
647
Tower Bridge Advisors
Pennsylvania
$66.4M -$2.82M -19,081 -5%
RWM
648
Ritholtz Wealth Management
New York
$66.3M +$7.76M +52,592 +15%
BFO
649
Boston Family Office
Massachusetts
$66.3M -$1.4M -9,479 -2%
CL
650
Choreo LLC
Illinois
$66.1M +$38.9M +263,695 +193%