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Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
926
Knights of Columbus Asset Advisors
Connecticut
$36.1M -$6.01M -46,397 -15%
NSIM
927
North Star Investment Management
Illinois
$36M +$2.4M +18,515 +8%
CT
928
Caldwell Trust
Florida
$35.8M -$906K -6,996 -3%
SP
929
Symmetry Partners
Connecticut
$35.7M +$575K +4,434 +2%
Wealth Enhancement Advisory Services
930
Wealth Enhancement Advisory Services
Minnesota
$35.6M -$1.13M -8,727 -4%
AWCI
931
Alpine Woods Capital Investors
New York
$35.6M +$52.2K +403 +0.2%
AMCA
932
Arthur M. Cohen & Associates
Illinois
$35.6M +$24.5K +189 +0.1%
GSBTD
933
Glenview State Bank Trust Department
Illinois
$35.5M -$209K -1,616 -0.6%
BFA
934
Bragg Financial Advisors
North Carolina
$35.4M +$452K +3,486 +1%
EWM
935
Endurance Wealth Management
Rhode Island
$35.2M +$12.7K +98 +0%
FFA
936
Fragasso Financial Advisors
Pennsylvania
$35.2M +$804K +6,206 +2%
UR
937
USCA RIA
Texas
$35.2M +$1.12M +8,631 +3%
BPM
938
Bowling Portfolio Management
Ohio
$35.1M +$1.72M +13,241 +5%
BIM
939
Bridgecreek Investment Management
Oklahoma
$35.1M -$2.67M -20,620 -7%
GFA
940
Gifford Fong Associates
California
$35.1M
CAM
941
Columbia Asset Management
Michigan
$35M -$3.44M -26,535 -9%
ACM
942
Aljian Capital Management
Nevada
$34.8M +$81K +625 +0.2%
RWA
943
Ropes Wealth Advisors
Massachusetts
$34.7M +$3.08M +23,789 +10%
QIM
944
Quantitative Investment Management
Virginia
$34.7M +$32.8M +253,516 New
AF
945
Advisornet Financial
Minnesota
$34.6M +$361K +2,783 +1%
FTDI
946
First Trust Direct Indexing
Massachusetts
$34.5M +$11.4M +88,322 +54%
PNAA
947
Pictet North America Advisors
Switzerland
$34.5M -$16.9M -130,793 -34%
KA
948
Kovack Advisors
Florida
$34.5M +$522K +4,028 +2%
DWM
949
Dakota Wealth Management
Florida
$34.5M +$1.7M +13,103 +5%
FM
950
Freemont Management
Switzerland
$34.5M