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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
676
Avantax Advisory Services
Texas
$11.3M +$19.6K +34 +0.2%
BWM
677
Bulltick Wealth Management
Florida
$11.3M -$722K -1,252 -6%
MIA
678
MainStreet Investment Advisors
Illinois
$11.3M +$136K +236 +1%
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
$11.2M +$390K +677 +4%
AAM
680
Ardevora Asset Management
United Kingdom
$11.2M -$16.4M -28,430 -60%
MWM
681
Modera Wealth Management
New Jersey
$11.1M -$204K -353 -2%
MLICM
682
Metropolitan Life Insurance Company (MetLife)
New York
$11.1M -$188K -326 -2%
IFWM
683
Institute for Wealth Management
Colorado
$11M -$322K -559 -3%
RWM
684
Ritholtz Wealth Management
New York
$11M +$261K +452 +3%
P
685
Pitcairn
Pennsylvania
$11M +$1.04M +1,804 +11%
LIM
686
Leavell Investment Management
Alabama
$11M +$93.4K +162 +0.9%
FCH
687
Freestone Capital Holdings
Washington
$11M +$192K +333 +2%
NCM
688
Novare Capital Management
North Carolina
$10.9M +$147K +255 +1%
MA
689
Mutual Advisors
Nebraska
$10.9M +$17.9K +31 +0.2%
BFIM
690
Beese Fulmer Investment Management
Ohio
$10.9M +$46.7K +81 +0.4%
BFA
691
Bragg Financial Advisors
North Carolina
$10.9M +$743K +1,288 +8%
GRP
692
Global Retirement Partners
California
$10.7M +$3.44M +5,961 +50%
HVIA
693
Hudson Valley Investment Advisors
New York
$10.6M -$1.14M -1,978 -10%
NCM
694
Narwhal Capital Management
Georgia
$10.6M +$861K +1,492 +9%
FNBOMD
695
First National Bank of Mount Dora
Florida
$10.5M -$221K -384 -2%
AG
696
Ascent Group
Virginia
$10.5M +$98K +170 +1%
SW
697
SteelPeak Wealth
California
$10.5M -$10.3M -17,906 -50%
FNT
698
First National Trust
Pennsylvania
$10.5M -$1.31M -2,273 -11%
GC
699
Grimes & Company
Massachusetts
$10.4M -$379K -657 -4%
TCOV
700
Trust Company of Vermont
Vermont
$10.4M +$317K +549 +3%