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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1201
IPG Investment Advisors
California
$31.6M -$30.7M -194,417 -92%
CA
1202
Continuum Advisory
Idaho
$31.5M +$3.56M +22,557 +12%
MWM
1203
Minot Wealth Management
Massachusetts
$31.5M -$214K -1,354 -0.8%
CC
1204
Cadinha & Co
Hawaii
$31.5M -$2.35M -14,900 -8%
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.5M -$634K -4,010 -2%
LCM
1206
Laurion Capital Management
New York
$31.4M +$27.9M +176,796 New
BDF
1207
Balasa Dinverno & Foltz
$31.4M +$945K +5,979 +4%
JWM
1208
Jackson Wealth Management
Florida
$31.3M +$115K +725 +0.4%
CP
1209
Cumberland Partners
Ontario, Canada
$31.3M +$2.92M +18,466 +12%
HR
1210
Howe & Rusling
New York
$31.2M -$1.76M -11,141 -6%
DGAM
1211
Desjardins Global Asset Management
Quebec, Canada
$31.2M +$27.8M +175,932 New
CFA
1212
Capstone Financial Advisors
Illinois
$31.2M -$56.9K -360 -0.2%
WA
1213
WestEnd Advisors
North Carolina
$31.2M +$27.8M +175,693 New
MWA
1214
Monograph Wealth Advisors
California
$31.2M +$27.8M +175,660 New
AWAG
1215
ARS Wealth Advisors Group
Florida
$31.2M -$554K -3,504 -2%
WPC
1216
Waters Parkerson & Co
Louisiana
$30.9M -$307K -1,943 -1%
OSIA
1217
O'Shares Investment Advisers
Massachusetts
$30.9M +$2M +12,675 +8%
SFM
1218
Signet Financial Management
New Jersey
$30.9M -$549K -3,471 -2%
FNFDCM
1219
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$30.9M -$1.27M -8,063 -4%
CCM
1220
Conway Capital Management
California
$30.9M +$787K +4,980 +3%
CPIG
1221
Chicago Partners Investment Group
Illinois
$30.9M +$142K +896 +0.5%
SAM
1222
Sabadell Asset Management
Spain
$30.8M -$3.59M -22,722 -11%
KWA
1223
KCS Wealth Advisory
California
$30.8M -$119K -750 -0.4%
MAM
1224
Madison Asset Management
Wisconsin
$30.8M -$836K -5,289 -3%
VNA
1225
Valley National Advisers
Pennsylvania
$30.8M -$25.6K -162 -0.1%