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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1326
CX Institutional
Indiana
$25.5M +$7.01M +38,562 +35%
NAS
1327
Nicolet Advisory Services
Wisconsin
$25.5M -$279K -1,537 -1%
HA
1328
Harbor Advisors
Florida
$25.4M
LGWM
1329
Litman Gregory Wealth Management
California
$25.4M +$248K +1,363 +0.9%
MIM
1330
Manitou Investment Management
Ontario, Canada
$25.4M +$34.7K +191 +0.1%
GIP
1331
Greatmark Investment Partners
Georgia
$25.3M +$51.5K +283 +0.2%
HH
1332
Hilltop Holdings
Texas
$25.3M -$2.01M -11,054 -7%
HR
1333
Howe & Rusling
New York
$25.3M +$399K +2,193 +2%
ZAM
1334
Zevin Asset Management
Massachusetts
$25.3M +$426K +2,345 +2%
FA
1335
Fiduciary Alliance
South Carolina
$25.2M -$928K -5,104 -3%
MMPW
1336
Mitchell McLeod Pugh & Williams
Alabama
$25.1M -$599K -3,294 -2%
RP
1337
Rowlandmiller & Partners
Georgia
$25.1M +$77.3K +425 +0.3%
GFP
1338
Gryphon Financial Partners
Ohio
$25M -$270K -1,486 -1%
KFS
1339
Kurt F. Somerville
$25M +$11.5K +63 +0%
ACM
1340
Ardent Capital Management
Ohio
$25M +$10.9K +60 +0%
Koshinski Asset Management
1341
Koshinski Asset Management
Illinois
$25M +$2.08M +11,449 +9%
MCWS
1342
McKinley Carter Wealth Services
West Virginia
$25M +$625K +3,439 +2%
FMTC
1343
Farmers & Merchants Trust Company
California
$24.9M -$737K -4,055 -3%
IA
1344
IFG Advisory
Georgia
$24.9M -$1.12M -6,146 -4%
CGL
1345
Clarius Group LLC
Washington
$24.9M -$89.5K -492 -0.3%
SFG
1346
Sowa Financial Group
Rhode Island
$24.9M
AWP
1347
Ascent Wealth Partners
New York
$24.8M -$1.53M -8,400 -5%
SHGA
1348
Sand Hill Global Advisors
California
$24.8M -$1.61M -8,841 -6%
FG
1349
Foster Group
Iowa
$24.8M -$147K -810 -0.6%
AMM
1350
American Money Management
California
$24.7M -$213K -1,170 -0.8%