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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
926
American Assets Investment Management
California
$2.69M
JSL
927
JT Stratford LLC
Georgia
$2.68M +$280K +756 +14%
BDWM
928
Brewin Dolphin Wealth Management
Ireland
$2.67M +$2.28M +6,145 New
BCMO
929
Buckingham Capital Management (Ohio)
Ohio
$2.67M +$1.26M +3,398 +124%
SNT
930
Security National Trust
West Virginia
$2.66M +$63.4K +171 +3%
ADL
931
Asset Dedication LLC
California
$2.66M -$102K -275 -4%
WCM
932
Wunderlich Capital Managemnt
Tennessee
$2.64M -$26.3K -71 -1%
CA
933
Cetera Advisors
Colorado
$2.64M +$539K +1,456 +32%
MYIA
934
Mount Yale Investment Advisors
Colorado
$2.63M +$612K +1,653 +38%
CIS
935
Capital International Sarl
California
$2.62M +$382K +1,032 +21%
6M
936
6 Meridian
Kansas
$2.62M -$5.36M -14,471 -71%
BOC
937
Barbara Oil Co
Illinois
$2.61M
HA
938
Harbor Advisors
Florida
$2.61M
BBHC
939
Brown Brothers Harriman & Co
New York
$2.6M -$13K -35 -0.6%
BOH
940
Bank of Hawaii
Hawaii
$2.6M +$389K +1,049 +21%
HPC
941
HM Payson & Co
Maine
$2.58M -$1.35M -3,650 -38%
PCS
942
Personal CFO Solutions
New Jersey
$2.56M +$186K +501 +9%
VAS
943
Vestmark Advisory Solutions
Massachusetts
$2.56M +$196K +529 +10%
AWM
944
Affinity Wealth Management
Delaware
$2.56M +$348K +939 +19%
WEC
945
Winslow Evans & Crocker
Massachusetts
$2.55M +$210K +568 +11%
AWA
946
Arete Wealth Advisors
Illinois
$2.54M -$36.3K -98 -2%
TSWM
947
Triangle Securities Wealth Management
North Carolina
$2.54M -$163K -440 -7%
CA
948
Cumberland Advisors
Florida
$2.54M -$14.8K -40 -0.7%
IWS
949
Insight Wealth Strategies
California
$2.53M +$347K +936 +19%
VC
950
Voit & Company
Wisconsin
$2.52M -$167K -452 -7%