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Name Holding Trade Value Shares
Change
Change in
Stake
NAMM
1626
NorthStar Asset Management (Massachusetts)
Massachusetts
$20M -$185K -1,003 -1%
EI
1627
Ellevest Inc
New York
$20M +$678K +3,674 +4%
MWA
1628
Meridian Wealth Advisors
Texas
$19.9M -$32.1K -174 -0.2%
HFS
1629
Howard Financial Services
Texas
$19.9M +$3.97M +21,502 +26%
NBT
1630
Northwest Bank & Trust
Iowa
$19.9M +$19.1M +103,458 New
CBT
1631
Central Bank & Trust
Kentucky
$19.9M +$316K +1,709 +2%
CPA
1632
Capital Planning Advisors
California
$19.8M -$546K -2,958 -3%
SC
1633
Sepio Capital
Utah
$19.8M -$3.83M -20,742 -17%
MA
1634
MONECO Advisors
Connecticut
$19.8M +$1.45M +7,849 +8%
SC
1635
Slow Capital
California
$19.8M -$1.07M -5,821 -5%
GC
1636
GFG Capital
Florida
$19.8M +$274K +1,486 +1%
GGHC
1637
Gilder Gagnon Howe & Co
New York
$19.8M -$4.4M -23,851 -19%
JEST
1638
JTC Employer Solutions Trustee
Jersey
$19.7M -$77.9K -422 -0.4%
WF
1639
WoodTrust Financial
Wisconsin
$19.7M -$338K -1,833 -2%
MGWM
1640
Marks Group Wealth Management
Minnesota
$19.7M +$861K +4,663 +5%
BBNA
1641
Bremer Bank National Association
Minnesota
$19.7M -$488K -2,645 -3%
LWM
1642
Liberty Wealth Management
California
$19.7M +$1.27M +6,879 +7%
WC
1643
Weil Company
California
$19.7M -$15.5K -84 -0.1%
BIC
1644
Beach Investment Counsel
Pennsylvania
$19.7M -$3.22M -17,461 -15%
PCP
1645
Proficio Capital Partners
Massachusetts
$19.7M +$700K +3,792 +4%
HPIA
1646
Hamilton Point Investment Advisors
North Carolina
$19.6M +$250K +1,353 +1%
NIG
1647
NFJ Investment Group
Texas
$19.6M -$668K -3,618 -3%
SM
1648
STF Management
Texas
$19.6M -$3.17M -17,156 -14%
Financial Engines Advisors
1649
Financial Engines Advisors
California
$19.6M +$3.2M +17,357 +21%
SDJVC
1650
St. Denis J. Villere & Co
Louisiana
$19.6M -$781K -4,230 -4%