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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1076
HBK Sorce Advisory
Pennsylvania
$3.2M -$96.5K -732 -3%
AG
1077
AlTi Global
New York
$3.2M +$377K +2,860 +14%
GIA
1078
Gladstone Institutional Advisory
Florida
$3.19M -$168K -1,276 -5%
AAP
1079
Arax Advisory Partners
Colorado
$3.18M -$49.7K -377 -7%
WIC
1080
Wilkins Investment Counsel
Massachusetts
$3.18M -$145K -1,100 -4%
SFG
1081
SevenBridge Financial Group
Pennsylvania
$3.18M -$414K -3,141 -11%
RMDI
1082
R.M. Davis Inc
Maine
$3.18M -$202K -1,535 -6%
GI
1083
GAMCO Investors
Connecticut
$3.18M +$161K +1,223 +6%
PTC
1084
Private Trust Company
Ohio
$3.18M -$44.4K -337 -1%
CIA
1085
Capital Investment Advisors
Georgia
$3.17M +$79.5K +603 +3%
FRA
1086
Frank Rimerman Advisors
California
$3.17M +$774K +5,869 +34%
PFA
1087
Pure Financial Advisors
California
$3.17M +$1.9M +14,423 +162%
ACP
1088
Aviance Capital Partners
Florida
$3.16M +$7.38K +56 +0.2%
HZ
1089
Hixon Zuercher
Ohio
$3.14M -$1.71K -13 -0.1%
AFG
1090
Atomi Financial Group
New York
$3.14M +$358K +2,716 +13%
IB
1091
Intrust Bank
Kansas
$3.13M +$152K +1,153 +5%
PHIC
1092
Pine Haven Investment Counsel
Massachusetts
$3.11M -$26.6K -202 -0.9%
AIMCA
1093
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.1M -$13.4M -101,949 -82%
SC
1094
Syon Capital
California
$3.1M +$38.8K +294 +1%
GDP
1095
Great Diamond Partners
Maine
$3.09M +$460K +3,485 +18%
RSWM
1096
Robertson Stephens Wealth Management
California
$3.08M +$223K +1,693 +8%
WA1
1097
Wimmer Associates 1
California
$3.07M -$97.7K -741 -3%
JCM
1098
Jacobi Capital Management
Pennsylvania
$3.07M -$23.9K -181 -0.8%
GIA
1099
Guyasuta Investment Advisors
Pennsylvania
$3.06M -$3.82K -29 -0.1%
IFG
1100
Independent Financial Group
California
$3.06M +$83.1K +630 +3%