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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1001
Essex Financial Services
Connecticut
$29.4M +$960K +7,479 +3%
GAM
1002
Griffin Asset Management
New York
$29.4M -$3.22M -25,056 -9%
DHFB
1003
Dixon Hubard Feinour & Brown
Virginia
$29.3M -$1.67M -12,976 -5%
HVM
1004
Harvest Volatility Management
Connecticut
$29.3M +$11.5M +89,656 +60%
GVAG
1005
Great Valley Advisor Group
Delaware
$29.3M -$85.2K -664 -0.3%
KLWA
1006
Kelly Lawrence W & Associates
California
$29.2M +$7.7M +59,964 +33%
DWM
1007
Dakota Wealth Management
Florida
$29.2M -$3.68M -28,693 -11%
BWFA
1008
Baltimore-Washington Financial Advisors
Maryland
$29M -$70.9K -552 -0.2%
RWA
1009
Ropes Wealth Advisors
Massachusetts
$28.9M +$3.21M +25,043 +12%
WAS
1010
Wealth Advisory Solutions
Indiana
$28.9M +$23.3M +181,178 +317%
MRCM
1011
M&R Capital Management
New Jersey
$28.9M -$10.3M -80,330 -25%
GIP
1012
Greatmark Investment Partners
Georgia
$28.9M -$1.01M -7,861 -3%
DLA
1013
Douglas Lane & Associates
New York
$28.8M -$1.93M -15,013 -6%
FM
1014
Foster & Motley
Ohio
$28.8M -$920K -7,166 -3%
SCP
1015
Seizert Capital Partners
Michigan
$28.8M -$892K -6,952 -3%
CANC
1016
Culbertson A N & Co
Virginia
$28.6M -$1.09M -8,524 -4%
AI
1017
Accredited Investors
Minnesota
$28.6M +$65.5K +510 +0.2%
BFC
1018
Blue Fin Capital
Rhode Island
$28.6M -$271K -2,114 -0.9%
AC
1019
Addenda Capital
Quebec, Canada
$28.6M
WTB
1020
Washington Trust Bank
Washington
$28.6M -$450K -3,508 -1%
BFIC
1021
Bedell Frazier Investment Counselling
California
$28.5M +$350K +2,725 +1%
CIM
1022
Corda Investment Management
Texas
$28.5M -$546K -4,251 -2%
ST
1023
Spinnaker Trust
Maine
$28.5M +$689K +5,367 +2%
EWM
1024
Empirical Wealth Management
Washington
$28.4M -$9.49M -73,916 -24%
PJSIMP
1025
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28.4M -$182K -1,415 -0.7%