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Name Holding Trade Value Shares
Change
Change in
Stake
UH
1201
Unigestion Holding
Switzerland
$22.4M -$39.1M -273,444 -61%
GI
1202
GAMCO Investors
Connecticut
$22.4M -$789K -5,522 -3%
BLAM
1203
Bourne Lent Asset Management
New York
$22.3M -$612K -4,279 -2%
BFG
1204
Berger Financial Group
Minnesota
$22.3M +$27.6K +193 +0.1%
CCP
1205
Clarkston Capital Partners
Michigan
$22.3M -$758K -5,301 -3%
MCCA
1206
Mill Creek Capital Advisors
Pennsylvania
$22.2M +$24.4M +171,061 New
WP
1207
Westmount Partners
California
$22.2M +$24.4M +170,995 New
FMWA
1208
Forvis Mazars Wealth Advisors
Missouri
$22.2M -$49.2K -344 -0.2%
FANJ
1209
Financial Architects (New Jersey)
New Jersey
$22.2M +$64.9K +454 +0.3%
SN
1210
Sittner & Nelson
Oregon
$22.2M +$51.4K +360 +0.2%
PNAA
1211
Pictet North America Advisors
Switzerland
$22.2M -$865K -6,051 -3%
BTI
1212
Blue Trust Inc
Georgia
$22.2M +$4.16M +29,126 +22%
PAG
1213
Private Advisory Group
Washington
$22.1M -$1.03M -7,188 -4%
AP
1214
Americana Partners
Texas
$22.1M -$1.4M -9,814 -6%
MWA
1215
Monograph Wealth Advisors
California
$22.1M +$804K +5,623 +3%
WAP
1216
Wealthcare Advisory Partners
Pennsylvania
$22M +$1.01M +7,076 +4%
SAM
1217
Smithbridge Asset Management
Pennsylvania
$22M +$11.2M +78,204 +86%
NFG
1218
Nadler Financial Group
Illinois
$22M +$134K +941 +0.6%
WWM
1219
Westwood Wealth Management
California
$21.9M -$1.6M -11,162 -6%
PTC
1220
Private Trust Company
Ohio
$21.9M -$254K -1,776 -1%
CFA
1221
Capstone Financial Advisors
Illinois
$21.9M -$487K -3,409 -2%
TPWA
1222
TRUE Private Wealth Advisors
Oregon
$21.9M -$352K -2,462 -1%
NG
1223
Northstar Group
New York
$21.9M -$63.7K -446 -0.3%
PCM
1224
Princeton Capital Management
New Jersey
$21.9M -$962K -6,728 -4%
ZIG
1225
Zullo Investment Group
Pennsylvania
$21.8M -$71.9K -503 -0.3%