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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
626
Buckingham Strategic Wealth
Missouri
$8.5M +$343K +2,764 +4%
VV
627
Verity & Verity
South Carolina
$8.5M -$14K -113 -0.2%
FC
628
Fulcrum Capital
Washington
$8.49M +$197K +1,588 +2%
JWM
629
JGP Wealth Management
Oregon
$8.44M +$508K +4,101 +6%
BDA
630
Borer Denton & Associates
Pennsylvania
$8.44M +$8.84M +71,280 New
FAT
631
First American Trust
California
$8.41M +$433K +3,490 +5%
JPMIA
632
J.P. Marvel Investment Advisors
Massachusetts
$8.39M – – –
CNC
633
Canandaigua National Corp
New York
$8.35M -$202K -1,631 -2%
ZIG
634
Zuckerman Investment Group
Illinois
$8.33M -$169K -1,360 -2%
Northwestern Mutual Investment Management Company
635
Northwestern Mutual Investment Management Company
Wisconsin
$8.32M -$1.14M -9,212 -12%
Wealth Enhancement Advisory Services
636
Wealth Enhancement Advisory Services
Minnesota
$8.3M +$429K +3,459 +5%
TC
637
Telemus Capital
Michigan
$8.24M -$66.1K -533 -0.8%
Prospera Financial Services
638
Prospera Financial Services
Texas
$8.21M -$1.8M -14,546 -17%
CT
639
Cambridge Trust
Massachusetts
$8.09M -$300K -2,421 -3%
MCC
640
Money Concepts Capital
Florida
$8.08M +$6.5M +52,441 +331%
LOPW
641
Live Oak Private Wealth
North Carolina
$8.01M +$336K +2,709 +4%
FFA
642
Fairfield Financial Advisors
Massachusetts
$8M +$8.38M +67,579 New
Gradient Investments
643
Gradient Investments
Minnesota
$8M -$516K -4,162 -6%
Vest Financial
644
Vest Financial
Virginia
$7.99M +$1.72M +13,874 +26%
NB
645
NBT Bank
New York
$7.99M -$215K -1,734 -3%
APIM
646
Agate Pass Investment Management
Washington
$7.94M +$61.1K +493 +0.7%
H
647
HoyleCohen
California
$7.92M +$500K +4,037 +6%
LWM
648
Lyell Wealth Management
California
$7.89M +$50.3K +406 +0.6%
BFS
649
Bard Financial Services
Connecticut
$7.86M -$46.5K -375 -0.6%
SHGA
650
Sand Hill Global Advisors
California
$7.85M +$131K +1,058 +2%