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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
776
B. Riley Wealth Management
Tennessee
$42.7M -$1.75M -13,595 -4%
WP
777
WMS Partners
Maryland
$42.7M -$1.67M -13,010 -4%
HJGA
778
Hardman Johnston Global Advisors
Connecticut
$42.6M -$499K -3,884 -1%
VFA
779
Voya Financial Advisors
Connecticut
$42.6M -$421K -3,279 -0.9%
Jones Financial Companies
780
Jones Financial Companies
Missouri
$42.6M +$2.05M +16,006 +5%
CWM
781
Cornerstone Wealth Management
Missouri
$42.5M +$253K +1,970 +0.6%
HIC
782
Hartline Investment Corp
Illinois
$42.4M -$74.7K -582 -0.2%
BHWM
783
Bar Harbor Wealth Management
New Hampshire
$42.4M -$1.83M -14,240 -4%
GI
784
Gradient Investments
Minnesota
$42.4M +$15.7M +122,558 +55%
RFA
785
Reilly Financial Advisors
California
$42.2M +$378K +2,947 +0.9%
MSR
786
Main Street Research
Connecticut
$42.2M +$608K +4,733 +1%
CFA
787
Carroll Financial Associates
North Carolina
$42.2M -$1.55M -12,044 -3%
VCM
788
Violich Capital Management
California
$42M -$242K -1,885 -0.5%
LWCA
789
Locust Wood Capital Advisers
New York
$42M -$7.47M -58,177 -14%
NEI
790
Northwest & Ethical Investments
Ontario, Canada
$42M -$2.63M -20,487 -6%
WSTAM
791
Wilbanks Smith & Thomas Asset Management
Virginia
$41.9M +$1.54M +11,964 +4%
GCC
792
Guardian Capital (Canada)
Ontario, Canada
$41.8M +$2.12M +16,544 +5%
HFS
793
Hantz Financial Services
Michigan
$41.8M -$151K -1,177 -0.3%
SCA
794
Stillwater Capital Advisors
Pennsylvania
$41.8M -$877K -6,829 -2%
AWE
795
Avidian Wealth Enterprises
Texas
$41.7M +$3.69M +28,748 +9%
OWM
796
Opes Wealth Management
California
$41.7M +$24M +186,606 +121%
MA
797
Montag & Associates
Georgia
$41.6M +$555K +4,325 +1%
WI
798
Wintrust Investments
Illinois
$41.6M +$43.4M +338,352 +10,574%
VWM
799
Valley Wealth Managers
New Jersey
$41.1M -$1.51M -11,748 -3%
AL
800
Aspiriant LLC
California
$41M -$1.28M -9,986 -3%