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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
851
Bragg Financial Advisors
North Carolina
$87M -$223K -778 -0.3%
TNA
852
True North Advisors
Texas
$86.9M +$217K +759 +0.3%
C
853
Certuity
Florida
$86.6M +$24.2M +84,578 +39%
JWBC
854
J.W. Burns & Co
New York
$86.4M -$1.04M -3,631 -1%
OAM
855
Ostrum Asset Management
France
$86.3M +$2.74M +9,592 +3%
EDRH
856
Edmond de Rothschild Holding
Switzerland
$85.8M +$10.7M +37,253 +14%
MIC
857
Means Investment Company
Maine
$85.6M -$398K -1,391 -0.5%
AIS
858
AM Investment Strategies
Tennessee
$85.4M +$1.15M +4,029 +1%
DK
859
DJE Kapital
Germany
$84.4M -$4.31M -15,074 -5%
MA
860
Montag & Associates
Georgia
$84.1M -$1.3M -4,540 -2%
FBB
861
Fulton Breakefield Broenniman
Maryland
$83.8M -$2.92M -10,203 -3%
AG
862
Ascent Group
Virginia
$83.7M +$1.6M +5,603 +2%
RC
863
Roundview Capital
New Jersey
$83.6M +$14.3K +50 +0%
FCP
864
Fidelis Capital Partners
Florida
$83.5M +$13.4M +46,680 +19%
FRA
865
Frank Rimerman Advisors
California
$83.4M +$499K +1,743 +0.6%
CWG
866
Cornerstone Wealth Group
North Carolina
$83.1M +$2.88M +10,080 +4%
PIM
867
Penobscot Investment Management
Massachusetts
$82.9M -$571K -1,996 -0.7%
CNAM
868
Campbell Newman Asset Management
Wisconsin
$82.8M -$6.92M -24,179 -8%
PCG
869
Prosperity Consulting Group
Maryland
$82.6M +$3.88M +13,568 +5%
MR
870
Munich Reinsurance
$82.6M +$6.06M +21,189 +8%
UAS
871
United Asset Strategies
New York
$82.5M +$16.7M +58,266 +26%
BBA
872
BLB&B Advisors
Pennsylvania
$82.5M +$243K +850 +0.3%
CTA
873
Chesley Taft & Associates
Illinois
$82.3M -$12.6K -44 -0%
BFO
874
Boston Family Office
Massachusetts
$82.3M -$749K -2,618 -0.9%
GIA
875
Gladstone Institutional Advisory
Florida
$82.1M +$1.99M +6,955 +3%
33 34
35
36 37