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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1026
Aaron Wealth Advisors
Illinois
$29.6M +$7.93M +50,532 +31%
BP
1027
BBR Partners
New York
$29.6M -$6.97M -44,432 -17%
UBV
1028
United Bank (Virginia)
Virginia
$29.6M -$1.38M -8,781 -4%
SRC
1029
Shufro Rose & Co
New York
$29.6M -$897K -5,715 -3%
JPMIA
1030
J.P. Marvel Investment Advisors
Massachusetts
$29.6M -$94.8K -604 -0.3%
KFGK
1031
Keystone Financial Group (Kentucky)
Kentucky
$29.5M -$469K -2,989 -1%
BFC
1032
Blue Fin Capital
Rhode Island
$29.4M -$228K -1,455 -0.7%
CAM
1033
Close Asset Management
United Kingdom
$29.4M -$5.33M -33,932 -14%
CGL
1034
Clarius Group LLC
Washington
$29.4M -$456K -2,905 -1%
BWM
1035
Buckley Wealth Management
Nevada
$29.4M -$3.92M -24,979 -11%
Wealth Enhancement Advisory Services
1036
Wealth Enhancement Advisory Services
Minnesota
$29.4M -$6.55M -41,729 -17%
RP
1037
Rice Partnership
Hawaii
$29.3M +$4.13M +26,304 +14%
KJHP
1038
K.J. Harrison & Partners
Ontario, Canada
$29.3M +$3.08M +19,613 +10%
SPC
1039
Stewart & Patten Company
California
$29.3M -$75.7K -482 -0.2%
AAS
1040
Annex Advisory Services
Wisconsin
$29.3M +$450K +2,870 +1%
LWM
1041
Laidlaw Wealth Management
New York
$29.2M -$2.1M -13,362 -6%
MHS
1042
M Holdings Securities
Oregon
$29.1M -$939K -5,983 -3%
VWA
1043
Visionary Wealth Advisors
Illinois
$29.1M -$46.1K -294 -0.1%
NCM
1044
Novare Capital Management
North Carolina
$29.1M +$92.1K +587 +0.3%
AAIM
1045
American Assets Investment Management
California
$29M
TAM
1046
Todd Asset Management
Kentucky
$29M -$4.85M -30,884 -13%
LSAG
1047
Lake Street Advisors Group
New Hampshire
$29M +$568K +3,619 +2%
RSVP
1048
Ramsay Stattman Vela & Price
Colorado
$28.9M -$1.31M -8,347 -4%
KA
1049
Kovack Advisors
Florida
$28.9M -$2.71M -17,256 -8%
PFS
1050
Physicians Financial Services
North Carolina
$28.8M -$1.59M -10,142 -5%