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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
901
Clear Harbor Asset Management
Connecticut
$13.9M -$136K -2,800 -0.8%
CIA
902
Choate Investment Advisors
Massachusetts
$13.9M -$1.16M -23,912 -6%
AC
903
Avenir Corporation
Virginia
$13.8M +$230K +4,752 +1%
Lido Advisors
904
Lido Advisors
California
$13.8M -$80.9K -1,668 -0.5%
SPC
905
Stewart & Patten Company
California
$13.8M +$304K +6,268 +2%
BHWM
906
Bar Harbor Wealth Management
New Hampshire
$13.8M +$619K +12,764 +4%
FAIM
907
Financial Advocates Investment Management
Washington
$13.8M -$1.45M -29,860 -8%
NEI
908
Northwest & Ethical Investments
Ontario, Canada
$13.7M +$4.74M +97,732 +39%
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7M -$657K -13,556 -4%
MA
910
Montag & Associates
Georgia
$13.7M -$903K -18,632 -5%
IUHSA
911
Itau Unibanco Holding S.A.
Brazil
$13.7M -$18.9M -390,804 -53%
BIM
912
Bridgecreek Investment Management
Oklahoma
$13.7M -$505K -10,420 -3%
PIMJS
913
PKO Investment Management Joint-Stock
Poland
$13.6M -$7.95M -163,908 -32%
TTWM
914
TCV Trust & Wealth Management
Virginia
$13.6M -$188K -3,872 -1%
GIP
915
Greatmark Investment Partners
Georgia
$13.6M +$521K +10,744 +3%
ARTA
916
A.R.T. Advisors
New York
$13.5M +$16.6M +343,336 New
NTC
917
NF Trinity Capital
Hong Kong
$13.5M +$572K +11,796 +4%
BC
918
Bruce & Co
Illinois
$13.5M
HSA
919
HBK Sorce Advisory
Pennsylvania
$13.5M +$1.06M +21,884 +7%
MLL
920
Moody Lynn & Lieberson
Massachusetts
$13.4M -$3.08M -63,616 -16%
Carson Wealth (CWM LLC)
921
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$2.8M +57,740 +20%
DA
922
Duality Advisers
Florida
$13.3M +$16.4M +337,800 New
NCM
923
Narwhal Capital Management
Georgia
$13.3M +$86.3K +1,780 +0.5%
PAM
924
Private Asset Management
California
$13.3M -$2.05M -42,288 -11%
AWM
925
Alterna Wealth Management
Texas
$13.1M +$17.2M +353,784 New