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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
801
ARS Investment Partners
New York
$96.6M -$243K -851 -0.3%
GHA
802
GW Henssler & Associates
Georgia
$96.2M +$576K +2,015 +0.6%
AC
803
AlphaCore Capital
California
$96M +$30.2M +105,723 +47%
ECM
804
Everence Capital Management
Indiana
$95.9M -$444K -1,551 -0.5%
YIA
805
YHB Investment Advisors
Connecticut
$95.7M +$1.46M +5,102 +2%
AP
806
Appleton Partners
Massachusetts
$95.4M -$1.94M -6,767 -2%
AFG
807
Albion Financial Group
Utah
$95.4M +$570K +1,994 +0.6%
VHAM
808
Van Hulzen Asset Management
California
$95.3M -$10.6M -36,899 -10%
WPC
809
Wedmont Private Capital
Pennsylvania
$95.2M +$4.72M +16,505 +6%
BDLIB
810
Banque de Luxembourg Investments (BLI)
Luxembourg
$94.7M -$1.83M -6,399 -2%
TW
811
TritonPoint Wealth
Maryland
$94.5M -$1.83M -6,410 -2%
BA
812
Birinyi Associates
Connecticut
$94.5M -$1.25M -4,369 -1%
RT
813
Rockland Trust
Massachusetts
$94M -$1.85M -6,470 -2%
ZI
814
ZEGA Investments
Florida
$94M -$6.82M -23,833 -7%
BFIM
815
Beese Fulmer Investment Management
Ohio
$93.1M -$188K -657 -0.2%
EFS
816
Essex Financial Services
Connecticut
$92.7M -$930K -3,250 -1%
JCM
817
Jag Capital Management
Missouri
$92.7M +$11M +38,485 +14%
OWP
818
Obermeyer Wealth Partners
Colorado
$92.4M -$1.43M -4,995 -2%
AC
819
Avestar Capital
New York
$92.3M +$640K +2,238 +0.7%
SCM
820
Sterling Capital Management
North Carolina
$92.3M -$37M -129,270 -29%
KWA
821
Kingswood Wealth Advisors
California
$92.2M +$2.88M +10,081 +3%
FAT
822
First American Trust
California
$92.1M +$140K +490 +0.2%
SGAM
823
Smith Group Asset Management
Texas
$92.1M +$1.95M +6,828 +2%
FFM
824
Fisher Funds Management
New Zealand
$92.1M +$16.5M +57,815 +22%
ACM
825
Argent Capital Management
Missouri
$92.1M -$7.99M -27,940 -8%