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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Clearstead Advisors
Ohio
$11.7M -$1.3M -31,016 -10%
PPSG
1052
Princeton Portfolio Strategies Group
New Jersey
$11.7M -$383K -9,164 -3%
EIM
1053
Essex Investment Management
Massachusetts
$11.7M -$4.92M -117,800 -30%
FBB
1054
Fulton Breakefield Broenniman
Maryland
$11.7M +$18.1K +432 +0.2%
AWM
1055
AE Wealth Management
Kansas
$11.7M +$1.31M +31,308 +13%
DAM
1056
Diamant Asset Management
Connecticut
$11.6M +$11.5M +275,240 New
OGC
1057
Oak Grove Capital
New Hampshire
$11.6M +$11.5M +274,916 New
DLA
1058
Douglas Lane & Associates
New York
$11.6M +$311K +7,448 +3%
SBSB
1059
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.6M -$104K -2,500 -0.9%
WF
1060
WealthTrust Fairport
Ohio
$11.6M -$34.8K -832 -0.3%
WCF
1061
West Coast Financial
California
$11.6M -$3.03M -72,464 -21%
AAA
1062
Adams Asset Advisors
Texas
$11.6M
BA
1063
Bristlecone Advisors
Washington
$11.5M -$204K -4,892 -2%
CCG
1064
Cypress Capital Group
Florida
$11.5M -$680K -16,276 -6%
WAG
1065
Winthrop Advisory Group
Massachusetts
$11.4M +$11M +262,496 New
Marshall Wace
1066
Marshall Wace
United Kingdom
$11.4M +$3.93M +94,104 +53%
1IA
1067
1834 Investment Advisors
Wisconsin
$11.4M +$500K +11,972 +5%
BFIM
1068
Beese Fulmer Investment Management
Ohio
$11.4M -$6.85K -164 -0.1%
CYG
1069
Clean Yield Group
Vermont
$11.4M -$460K -11,008 -4%
BC
1070
Brookfield Corp
Ontario, Canada
$11.3M
B
1071
Brightworth
Georgia
$11.3M +$68K +1,628 +0.6%
SWA
1072
SFMG Wealth Advisors
Texas
$11.3M -$2.17K -52 -0%
GCM
1073
Grisanti Capital Management
New York
$11.3M -$5.45M -130,444 -33%
Lido Advisors
1074
Lido Advisors
California
$11.3M +$164K +3,936 +1%
OIA
1075
Optimum Investment Advisors
Illinois
$11.3M -$37.8K -904 -0.3%