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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1026
Cabot Wealth Management
Massachusetts
$12.6M +$39.9K +880 +0.3%
SFG
1027
SNS Financial Group
Minnesota
$12.5M -$54.4K -1,200 -0.4%
TF
1028
Tompkins Financial
New York
$12.5M +$162K +3,580 +1%
PTC
1029
Private Trust Company
Ohio
$12.5M +$93.6K +2,064 +0.8%
FAT
1030
First American Trust
California
$12.5M +$2.17M +47,804 +21%
PHAM
1031
Portland Hill Asset Management
United Kingdom
$12.5M -$274K -6,032 -2%
GI
1032
Gradient Investments
Minnesota
$12.5M +$285K +6,292 +2%
ACH
1033
ArrowMark Colorado Holdings
Colorado
$12.4M -$87.4K -1,928 -0.7%
OIA
1034
Optimum Investment Advisors
Illinois
$12.4M +$86.5K +1,908 +0.7%
NAMP
1035
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12.4M -$698K -15,400 -5%
LWS
1036
Lucia Wealth Services
California
$12.4M +$362K +7,992 +3%
SA
1037
Strategic Advisors
New York
$12.4M -$107K -2,352 -0.9%
WF
1038
WealthTrust Fairport
Ohio
$12.4M -$214K -4,716 -2%
WAG
1039
Winthrop Advisory Group
Massachusetts
$12.3M +$43.2K +952 +0.4%
FEG
1040
Financial Enhancement Group
Indiana
$12.3M +$364K +8,036 +3%
IWM
1041
IHT Wealth Management
Illinois
$12.3M -$20.3K -448 -0.2%
KFGK
1042
Keystone Financial Group (Kentucky)
Kentucky
$12.3M +$69.7K +1,536 +0.6%
BWFA
1043
Baltimore-Washington Financial Advisors
Maryland
$12.3M +$225K +4,972 +2%
CCG
1044
Cypress Capital Group
Florida
$12.2M -$151K -3,336 -1%
KJHP
1045
K.J. Harrison & Partners
Ontario, Canada
$12.2M -$351K -7,736 -3%
SWA
1046
SFMG Wealth Advisors
Texas
$12.2M +$1.27K +28 +0%
STMM
1047
South Texas Money Management
Texas
$12.2M -$59.7K -1,316 -0.5%
Hudson Bay Capital Management
1048
Hudson Bay Capital Management
Connecticut
$12.2M -$3.77M -83,200 -24%
PCM
1049
Princeton Capital Management
New Jersey
$12.2M +$596K +13,132 +5%
MHS
1050
M Holdings Securities
Oregon
$12.2M +$2.7M +59,428 +29%