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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1326
Capital Asset Advisory Services
Michigan
$34.2M -$282K -1,264 -0.8%
SFM
1327
Signet Financial Management
New Jersey
$34.1M -$290K -1,298 -0.9%
OAM
1328
Occidental Asset Management
California
$34.1M +$974K +4,360 +3%
GIP
1329
Greatmark Investment Partners
Georgia
$34.1M -$252K -1,129 -0.8%
WPP
1330
Whalerock Point Partners
Rhode Island
$34M +$1.27M +5,709 +4%
CF
1331
Clarity Financial
Texas
$34M +$1.09M +4,873 +3%
HCPC
1332
Hamilton Capital Partners (Canada)
$34M -$811K -3,630 -2%
ZAM
1333
Zevin Asset Management
Massachusetts
$34M -$230K -1,032 -0.7%
MMPW
1334
Mitchell McLeod Pugh & Williams
Alabama
$33.9M -$728K -3,260 -2%
MCWS
1335
McKinley Carter Wealth Services
West Virginia
$33.9M +$33.7K +151 +0.1%
SAG
1336
SageView Advisory Group
California
$33.9M -$6.45M -28,872 -17%
BCM
1337
Bridgeway Capital Management
Texas
$33.6M -$1.03M -4,628 -3%
AC
1338
Addenda Capital
Quebec, Canada
$33.6M +$77K +345 +0.2%
TWA
1339
TCI Wealth Advisors
Arizona
$33.6M +$740K +3,312 +2%
SSA
1340
South Street Advisors
New York
$33.5M -$1.58M -7,095 -5%
HWM
1341
Hemington Wealth Management
Virginia
$33.5M -$310K -1,387 -0.9%
FWP
1342
FAS Wealth Partners
Kansas
$33.5M +$592K +2,649 +2%
AA
1343
Auxano Advisors
Washington
$33.4M +$220K +984 +0.7%
Simplex Trading
1344
Simplex Trading
Illinois
$33.3M +$32M +143,113 New
SSA
1345
Schonfeld Strategic Advisors
New York
$33.3M -$98.7M -442,162 -76%
TS
1346
Tamar Securities
California
$33.3M +$9.07M +40,601 +40%
AO
1347
Advisor OS
Illinois
$33.2M +$1.54M +6,916 +5%
SHGA
1348
Sand Hill Global Advisors
California
$33.2M -$778K -3,486 -2%
WWM
1349
Westwood Wealth Management
California
$33.2M +$2.29M +10,275 +8%
ACM
1350
Ardent Capital Management
Ohio
$33.2M -$750K -3,357 -2%