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Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1601
Intelligence Driven Advisers
California
$15.4M -$540K -4,489 -4%
DSC
1602
Duncker Streett & Co
Missouri
$15.4M -$496K -4,121 -3%
SW
1603
SkyOak Wealth
Michigan
$15.3M +$104K +863 +0.8%
FIM
1604
Freedom Investment Management
Connecticut
$15.3M -$508K -4,226 -4%
CCM
1605
Consolidated Capital Management
California
$15.3M -$5.48M -45,574 -28%
CFMC
1606
Curbstone Financial Management Corp
New Hampshire
$15.3M -$526K -4,375 -4%
CCMW
1607
Cypress Capital Management (Wyoming)
Wyoming
$15.3M +$60K +499 +0.4%
HI
1608
Hendershot Investments
Virginia
$15.3M -$59.5K -495 -0.4%
LCM
1609
Liberty Capital Management
Michigan
$15.3M +$13.9M +115,151 New
PMG
1610
ProVise Management Group
Florida
$15.3M +$563K +4,682 +4%
CCA
1611
Catalyst Capital Advisors
New York
$15.3M +$8.9K +74 +0.1%
SAG
1612
Spotlight Asset Group
Illinois
$15.3M +$9.02K +75 +0.1%
RT
1613
Rockland Trust
Massachusetts
$15.2M +$25K +208 +0.2%
FFWA
1614
FRG Family Wealth Advisors
Washington
$15.2M +$9.14K +76 +0.1%
FLII
1615
First Long Island Investors
New York
$15.2M
BRA
1616
Biechele Royce Advisors
Indiana
$15.2M -$503K -4,185 -4%
RIG
1617
RiverFront Investment Group
Virginia
$15.2M +$13.8M +114,435 New
JG
1618
Jefferies Group
New York
$15.2M -$26.7M -222,132 -66%
BFA
1619
Benedict Financial Advisors
Georgia
$15.1M -$766K -6,369 -5%
AC
1620
Arjuna Capital
North Carolina
$15.1M +$242K +2,008 +2%
BCM
1621
Bowie Capital Management
Texas
$15.1M -$722K -6,000 -5%
PFGIA
1622
Patriot Financial Group Insurance Agency
Massachusetts
$15.1M +$2.54M +21,091 +23%
EML
1623
Eos Management LP
New York
$15.1M
TCOO
1624
Trust Company of Oklahoma
Oklahoma
$15.1M -$662K -5,507 -5%
S
1625
SimplyRich
California
$15M -$7.22K -60 -0.1%