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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1551
Calton & Associates
Florida
$11M -$1.03M -13,356 -10%
WANY
1552
Wealthspire Advisors (New York)
New York
$11M -$26.1M -336,416 -74%
SAM
1553
Stewart Asset Management
New York
$11M -$207K -2,668 -2%
MAA
1554
Matrix Asset Advisors
New York
$11M -$160K -2,060 -2%
RC
1555
RBF Capital
California
$10.9M -$310K -4,000 -3%
KTC
1556
Kistler-Tiffany Companies
Pennsylvania
$10.9M -$33.2K -428 -0.4%
PMG
1557
ProVise Management Group
Florida
$10.9M -$788K -10,164 -8%
DPIM
1558
Duff & Phelps Investment Management
Illinois
$10.9M -$567K -7,320 -6%
CWA
1559
Clarity Wealth Advisors
California
$10.8M -$307K -3,968 -3%
RT
1560
Rockland Trust
Massachusetts
$10.8M -$405K -5,224 -4%
KCMRT
1561
Kemper Corp Master Retirement Trust
Illinois
$10.8M -$868K -11,200 -9%
HCM
1562
Hollencrest Capital Management
California
$10.8M -$9.61K -124 -0.1%
DDC
1563
DF Dent & Co
Maryland
$10.8M -$54.9K -708 -0.6%
EI
1564
Ethic Inc
New York
$10.8M +$919K +11,864 +11%
EF
1565
Empirical Finance
Pennsylvania
$10.8M +$1.11M +14,308 +14%
9WM
1566
9258 Wealth Management
Ohio
$10.8M -$115K -1,488 -1%
LD
1567
Lipe & Dalton
New York
$10.8M -$249K -3,216 -3%
CIG
1568
Consolidated Investment Group
Colorado
$10.7M -$2.26M -29,200 -20%
GFS
1569
GYL Financial Synergies
Connecticut
$10.7M -$2.85M -36,784 -24%
TWMP
1570
Taylor Wealth Management Partners
Massachusetts
$10.7M -$1.01M -12,992 -10%
Kayne Anderson Rudnick Investment Management
1571
Kayne Anderson Rudnick Investment Management
California
$10.7M +$2.39M +30,792 +36%
FSC
1572
Full Sail Capital
Oklahoma
$10.7M +$896K +11,564 +14%
SGCA
1573
Steel Grove Capital Advisors
Tennessee
$10.6M -$636K -8,212 -7%
SCM
1574
Stevens Capital Management
Pennsylvania
$10.6M +$9.04M +116,692 New
LOAMS
1575
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.6M -$4.82M -62,156 -35%