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Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
826
Knights of Columbus Asset Advisors
Connecticut
$56.2M +$90.8K +521 +0.2%
TW
827
Transform Wealth
Colorado
$55.9M +$1.4M +8,016 +3%
BFA
828
Bragg Financial Advisors
North Carolina
$55.8M -$58.5K -336 -0.1%
HWA
829
Heritage Wealth Advisors
Virginia
$55.7M -$2.39M -13,707 -5%
MC
830
Middleton & Co
Massachusetts
$55.5M -$1.14M -6,546 -2%
BPCE
831
Bank Pictet & Cie (Europe)
Germany
$55.5M +$2.01M +11,534 +4%
NP
832
NorthRock Partners
Minnesota
$55.4M -$17.8M -102,265 -26%
NCM
833
Narwhal Capital Management
Georgia
$55.2M -$1.44M -8,285 -3%
MIM
834
Marco Investment Management
Georgia
$55.1M -$885K -5,079 -2%
EFS
835
Essex Financial Services
Connecticut
$55M -$2.55M -14,624 -5%
BP
836
Ballentine Partners
Massachusetts
$54.8M -$1.19M -6,814 -2%
BHWM
837
Bar Harbor Wealth Management
New Hampshire
$54.7M -$954K -5,477 -2%
KFP
838
KMG Fiduciary Partners
Ohio
$54.7M +$932K +5,346 +2%
SSA
839
Schonfeld Strategic Advisors
New York
$54.6M +$38.2M +219,343 +352%
HIC
840
Hartline Investment Corp
Illinois
$54.6M +$182K +1,044 +0.4%
MGIM
841
M&G Investment Management
United Kingdom
$54.4M -$5.79M -33,217 -11%
MNBTD
842
Moody National Bank Trust Division
Texas
$54.2M +$375K +2,154 +0.8%
LG
843
LaFleur & Godfrey
Michigan
$54.2M -$1.47M -8,424 -3%
BAM
844
Berkshire Asset Management
Pennsylvania
$54.1M +$925K +5,309 +2%
FFA
845
Fragasso Financial Advisors
Pennsylvania
$53.9M +$1.2M +6,911 +3%
CMI
846
Clare Market Investments
Texas
$53.6M -$1.29M -7,428 -3%
AL
847
Aspiriant LLC
California
$53.5M -$1.75M -10,070 -4%
CG
848
Caprock Group
Idaho
$53.3M +$1.18M +6,753 +3%
ETC
849
Exchange Traded Concepts
Oklahoma
$53.1M -$2.41M -13,832 -5%
HTHT
850
Hemenway Trust Hemenway Trust
New Hampshire
$53M -$1.53M -8,798 -3%