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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1026
Winslow Asset Management
Ohio
$39.3M -$1.17M -6,733 -3%
GAG
1027
GM Advisory Group
New York
$39.3M +$841K +4,825 +2%
GC
1028
GFG Capital
Florida
$39.2M -$297K -1,707 -2%
FAT
1029
First American Trust
California
$39.2M +$58.4K +335 +0.2%
RP
1030
Rice Partnership
Hawaii
$39.2M -$214K -1,227 -0.6%
ET
1031
Equitable Trust
Tennessee
$39.2M +$686K +3,938 +2%
HPG
1032
Harvest Portfolios Group
Ontario, Canada
$39.2M -$2.63M -15,105 -7%
EWM
1033
Edge Wealth Management
New York
$39.1M +$430K +2,466 +1%
AF
1034
Apexium Financial
Texas
$39.1M -$587K -3,368 -2%
CM
1035
Churchill Management
California
$39.1M -$1.94M -11,145 -5%
EWM
1036
Elite Wealth Management
Washington
$39M +$1.44M +8,268 +4%
DP
1037
Dundas Partners
United Kingdom
$39M
AWM
1038
Avitas Wealth Management
California
$38.9M -$490K -2,811 -1%
CCWM
1039
Cassaday & Co Wealth Management
Virginia
$38.9M -$955K -5,480 -3%
RSVP
1040
Ramsay Stattman Vela & Price
Colorado
$38.9M -$701K -4,024 -2%
LOAME
1041
Lombard Odier Asset Management (Europe)
United Kingdom
$38.8M -$1.45M -8,335 -4%
UBV
1042
United Bank (Virginia)
Virginia
$38.8M -$1.68M -9,635 -5%
NFG
1043
Nations Financial Group
Iowa
$38.8M -$393K -2,253 -1%
SPC
1044
Stewart & Patten Company
California
$38.7M -$2.14M -12,260 -6%
GAM
1045
Griffin Asset Management
New York
$38.7M -$499K -2,861 -1%
PIM
1046
Progressive Investment Management
Oregon
$38.6M -$1.98M -11,356 -5%
JA
1047
JLB & Associates
Michigan
$38.6M -$695K -3,987 -2%
PPW
1048
Parcion Private Wealth
Washington
$38.6M +$967K +5,551 +3%
BWFA
1049
Baltimore-Washington Financial Advisors
Maryland
$38.6M -$8.36M -47,997 -19%
LWM
1050
Laidlaw Wealth Management
New York
$38.5M -$1.16M -6,661 -3%