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Name Holding Trade Value Shares
Change
Change in
Stake
CC
876
Capital Counsel
New York
$1.87M +$40K +136 +2%
CS
877
Comerica Securities
Michigan
$1.87M +$36.8K +125 +2%
ADL
878
Asset Dedication LLC
California
$1.87M +$108K +368 +7%
GIM
879
Goelzer Investment Management
Indiana
$1.86M -$1.06M -3,600 -39%
GI
880
GS Investments
Minnesota
$1.86M -$62.1K -211 -3%
OIS
881
Okabena Investment Services
Minnesota
$1.83M +$1.63M +5,539 New
AT
882
Arden Trust
Delaware
$1.82M -$112K -379 -6%
BC
883
Burney Company
Virginia
$1.82M +$96.5K +328 +6%
BBA
884
BLB&B Advisors
Pennsylvania
$1.8M -$17.7K -60 -1%
LWS
885
Lucia Wealth Services
California
$1.8M +$209K +710 +15%
VCM
886
Virtue Capital Management
Tennessee
$1.79M +$312K +1,062 +24%
DPIM
887
Duff & Phelps Investment Management
Illinois
$1.79M +$47.1K +160 +3%
FFSOTS
888
Fiduciary Financial Services of The Southwest
Texas
$1.78M -$11.5K -39 -0.7%
FHA
889
Flagship Harbor Advisors
Massachusetts
$1.77M -$18.2K -62 -1%
NPA
890
Nichols & Pratt Advisers
Massachusetts
$1.76M -$177K -600 -10%
SAM
891
Sycomore Asset Management
France
$1.76M
PCS
892
Personal CFO Solutions
New Jersey
$1.75M -$92.7K -315 -6%
SNT
893
Security National Trust
West Virginia
$1.74M +$307K +1,045 +25%
AFG
894
Albion Financial Group
Utah
$1.74M +$341K +1,159 +28%
PP
895
Paloma Partners
Connecticut
$1.74M +$587K +1,994 +61%
LAIC
896
Lederer & Associates Investment Counsel
California
$1.74M +$24.4K +83 +2%
WAM
897
Wealthspire Advisors (Maryland)
Maryland
$1.74M +$40K +136 +3%
AIM
898
Axiom Investment Management
New York
$1.73M -$215K -730 -12%
CRC
899
Curi RMB Capital
Illinois
$1.71M -$5K -17 -0.3%
IEFM
900
IQ EQ Fund Management
Ireland
$1.71M -$157K -535 -9%