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Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
901
First Midwest Bank Trust Division
Illinois
$2.91M +$239K +644 +11%
RBA
902
Richard Bernstein Advisors
New York
$2.9M +$2.47M +6,666 New
DLA
903
Douglas Lane & Associates
New York
$2.9M -$128K -345 -5%
IA
904
IFP Advisors
Florida
$2.89M -$260K -701 -9%
HIM
905
HawsGoodwin Investment Management
Tennessee
$2.87M -$334K -902 -12%
RBFC
906
Roman Butler Fullerton & Co
Missouri
$2.86M +$30.8K +83 +1%
HAG
907
HighPoint Advisor Group
Illinois
$2.86M +$572K +1,544 +31%
JSMC
908
Jess S. Morgan & Co
California
$2.84M -$496K -1,339 -17%
DWT
909
Dorsey & Whitney Trust
South Dakota
$2.83M +$120K +324 +5%
WAS
910
Winch Advisory Services
Wisconsin
$2.78M -$23K -62 -1%
BFA
911
Brendel Financial Advisors
New Hampshire
$2.77M +$741 +2 +0%
DAS
912
Dynamic Advisor Solutions
Arizona
$2.77M +$139K +374 +6%
DA
913
Doliver Advisors
Texas
$2.75M +$66.7K +180 +3%
SIC
914
Sigma Investment Counselors
Michigan
$2.74M +$439K +1,185 +23%
WI
915
WrapManager Inc
California
$2.73M +$143K +387 +7%
BRWM
916
B. Riley Wealth Management
Tennessee
$2.73M +$113K +304 +5%
GAM
917
Grandview Asset Management
Pennsylvania
$2.71M +$2.31M +6,233 New
BPM
918
Blue Pool Management
Hong Kong
$2.7M -$3.41M -9,212 -60%
CAM
919
Centre Asset Management
New York
$2.7M -$2.13M -5,760 -48%
SFP
920
Shepherd Financial Partners
Massachusetts
$2.7M +$20.8K +56 +0.9%
CG
921
Colony Group
Massachusetts
$2.7M +$171K +461 +8%
GFPC
922
Global Financial Private Capital
Florida
$2.7M +$1.01M +2,721 +78%
PWW
923
Pettyjohn Wood & White
Virginia
$2.69M -$195K -525 -8%
HCMT
924
Highland Capital Management (Tennessee)
Tennessee
$2.69M -$1.23M -3,329 -35%
CIA
925
Capital Impact Advisors
Massachusetts
$2.69M -$349K -942 -13%