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Name Holding Trade Value Shares
Change
Change in
Stake
YL
1051
YCG LLC
Texas
$42.2M +$1.89M +9,372 +5%
NRG
1052
Nemes Rush Group
Michigan
$42.1M +$147K +730 +0.4%
GWM
1053
Greenwich Wealth Management
Connecticut
$42M -$31.5K -156 -0.1%
CCWM
1054
Cassaday & Co Wealth Management
Virginia
$41.9M +$2.46M +12,165 +6%
WA
1055
WestEnd Advisors
North Carolina
$41.9M +$4.43M +21,937 +12%
CPRC
1056
Consolidated Portfolio Review Corp
New York
$41.9M +$369K +1,827 +0.9%
CM
1057
Cercano Management
Washington
$41.7M -$14.7M -72,592 -26%
CFP
1058
Cascade Financial Partners
California
$41.7M +$1.71M +8,453 +4%
CFS
1059
CRA Financial Services
New Jersey
$41.7M +$83.4K +413 +0.2%
BFC
1060
Blue Fin Capital
Rhode Island
$41.6M -$320K -1,585 -0.8%
MBTD
1061
Mechanics Bank - Trust Department
California
$41.5M -$4.19M -20,764 -9%
ZF
1062
Zhang Financial
Michigan
$41.5M +$488K +2,415 +1%
RPC
1063
Rossmore Private Capital
Connecticut
$41.5M -$784K -3,883 -2%
VA
1064
Valmark Advisers
Ohio
$41.5M +$1.33M +6,569 +3%
AF
1065
Alerus Financial
North Dakota
$41.4M -$1.3M -6,447 -3%
SWP
1066
Sagespring Wealth Partners
Tennessee
$41.3M +$463K +2,292 +1%
BA
1067
Bridgewater Advisors
New York
$41.1M +$858K +4,250 +2%
RMC
1068
Resources Management Corp
Connecticut
$41M -$443K -2,196 -1%
JWM
1069
Jackson Wealth Management
Florida
$41M -$316K -1,564 -0.8%
RCAG
1070
Rehmann Capital Advisory Group
Michigan
$41M -$532K -2,634 -1%
Edgewood Management
1071
Edgewood Management
Connecticut
$41M -$1.05M -5,175 -3%
CCG
1072
Cypress Capital Group
Florida
$40.8M -$252K -1,247 -0.6%
TF
1073
Tompkins Financial
New York
$40.8M -$1.47M -7,259 -4%
SWA
1074
Stratos Wealth Advisors
Ohio
$40.8M -$8.72M -43,172 -18%
SRC
1075
Shufro Rose & Co
New York
$40.7M -$1.17M -5,777 -3%