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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1051
Gradient Investments
Minnesota
$11M +$8.76M +203,532 +341%
OA
1052
Oxbow Advisors
Texas
$11M +$291K +6,760 +3%
LCP
1053
Legacy Capital Partners
Wisconsin
$11M -$45.8K -1,064 -0.4%
RPA
1054
Rock Point Advisors
Vermont
$11M +$80.6K +1,872 +0.7%
GWM
1055
Greenwich Wealth Management
Connecticut
$11M +$68.7K +1,596 +0.6%
GP
1056
Greenline Partners
New York
$11M +$313K +7,276 +3%
ACM
1057
Academy Capital Management
Texas
$11M -$35.8K -832 -0.3%
VAS
1058
Valicenti Advisory Services
New York
$11M -$40.8K -948 -0.4%
BBA
1059
BLB&B Advisors
Pennsylvania
$11M +$611K +14,204 +6%
BWFA
1060
Baltimore-Washington Financial Advisors
Maryland
$10.9M -$11.5M -267,924 -51%
AAA
1061
Adams Asset Advisors
Texas
$10.9M -$568K -13,184 -5%
LWS
1062
Lucia Wealth Services
California
$10.9M -$2.82M -65,600 -20%
KFGK
1063
Keystone Financial Group (Kentucky)
Kentucky
$10.9M +$201K +4,680 +2%
WC
1064
Woodstock Corp
Massachusetts
$10.9M +$637K +14,800 +6%
DLA
1065
Douglas Lane & Associates
New York
$10.9M -$658K -15,280 -6%
FIM
1066
Freedom Investment Management
Connecticut
$10.9M +$2.57M +59,756 +30%
BC
1067
Blackhill Capital
New Jersey
$10.9M -$176K -4,080 -2%
Cohen & Steers
1068
Cohen & Steers
New York
$10.9M -$2.57M -59,652 -19%
RWP
1069
RWA Wealth Partners
Massachusetts
$10.8M -$4.36M -101,344 -28%
CCA
1070
Checchi Capital Advisers
California
$10.8M +$103K +2,396 +0.9%
FEG
1071
Financial Enhancement Group
Indiana
$10.8M -$278K -6,448 -2%
1IA
1072
1834 Investment Advisors
Wisconsin
$10.8M -$483K -11,228 -4%
DHFB
1073
Dixon Hubard Feinour & Brown
Virginia
$10.8M -$65.4K -1,520 -0.6%
WAG
1074
Winthrop Advisory Group
Massachusetts
$10.8M +$142K +3,304 +1%
BP
1075
Ballentine Partners
Massachusetts
$10.8M -$2.82M -65,568 -20%