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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1526
Naviter Wealth
Arkansas
$25.9M -$627K -2,706 -2%
OCAM
1527
Onex Canada Asset Management
Ontario, Canada
$25.9M -$623K -2,688 -2%
SNB
1528
Security National Bank
Nebraska
$25.9M -$184K -795 -0.7%
CFSG
1529
Community Financial Services Group
Vermont
$25.9M -$1.15M -4,960 -4%
JJBC
1530
James J. Burns & Company
New York
$25.9M +$64.9K +280 +0.2%
SIC
1531
Sigma Investment Counselors
Michigan
$25.8M -$1.93M -8,329 -7%
SIA
1532
Schechter Investment Advisors
Michigan
$25.8M -$5.28M -22,791 -16%
SP
1533
Symmetry Partners
Connecticut
$25.7M +$5.08M +21,942 +23%
TAP
1534
Tounjian Advisory Partners
Florida
$25.7M +$26.8M +115,718 New
JRP
1535
Jasper Ridge Partners
California
$25.7M
OHIS
1536
Oak Harvest Investment Services
Texas
$25.7M +$3.23M +13,932 +14%
WAS
1537
Winch Advisory Services
Wisconsin
$25.7M -$796K -3,438 -3%
SIM
1538
Stratos Investment Management
Ohio
$25.6M +$2.67M +11,506 +11%
BWP
1539
Burling Wealth Partners
Illinois
$25.6M -$832K -3,593 -3%
MCC
1540
Money Concepts Capital
Florida
$25.5M +$33.4K +144 +0.1%
WTFG
1541
Wells Trecaso Financial Group
Ohio
$25.5M -$103K -446 -0.4%
MIG
1542
McGuire Investment Group
Rhode Island
$25.5M -$41K -177 -0.2%
AMM
1543
American Money Management
California
$25.5M -$228K -986 -0.9%
OA
1544
Oxbow Advisors
Texas
$25.5M +$95.9K +414 +0.4%
RAS
1545
RPS Advisory Solutions
Kentucky
$25.4M -$638K -2,752 -2%
LWM
1546
Liberty Wealth Management
California
$25.4M -$560K -2,419 -2%
BP
1547
Broadleaf Partners
Ohio
$25.4M -$442K -1,909 -2%
MA
1548
MONECO Advisors
Connecticut
$25.3M +$584K +2,522 +2%
WAM
1549
WT Asset Management
Hong Kong
$25.3M +$26.4M +114,100 New
IWA
1550
Icon Wealth Advisors
Texas
$25.3M -$2.7M -11,643 -9%