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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Continuum Advisory
Idaho
$538K +$3.87K +15 +0.8%
CG
1002
Clinton Group
New York
$532K -$3.28M -12,737 -87%
CRWM
1003
Castle Rock Wealth Management
California
$532K -$199K -771 -26%
IIM
1004
Ipswich Investment Management
Massachusetts
$532K +$508K +1,969 New
SAM
1005
SP Asset Management
California
$531K
BL
1006
BFSG LLC
California
$529K +$3.35K +13 +0.7%
GKWIM
1007
Gerber Kawasaki Wealth & Investment Management
California
$528K +$3.87K +15 +0.8%
ARMT
1008
Amica Retiree Medical Trust
Rhode Island
$525K
EWM
1009
Empirical Wealth Management
Washington
$522K
EWA
1010
Exencial Wealth Advisors
Oklahoma
$521K +$70.4K +273 +16%
HF
1011
HRT Financial
New York
$514K -$989K -3,836 -67%
PGCM
1012
Prescott Group Capital Management
Oklahoma
$513K
VI
1013
Versor Investments
New York
$513K +$490K +1,900 New
ACM
1014
Azimuth Capital Management
Michigan
$508K
PHAM
1015
Palisades Hudson Asset Management
Florida
$507K -$88.7K -344 -15%
BHIA
1016
Birch Hill Investment Advisors
Massachusetts
$506K
GT
1017
Glenview Trust
Kentucky
$503K +$19.1K +74 +4%
SCA
1018
Sippican Capital Advisors
Massachusetts
$500K
ZIC
1019
ZWJ Investment Counsel
Georgia
$498K +$476K +1,845 New
RMDI
1020
R.M. Davis Inc
Maine
$496K +$77.4K +300 +20%
EWM
1021
Endurance Wealth Management
Rhode Island
$495K
CSIC
1022
Clifford Swan Investment Counsel
California
$494K
QC
1023
QCM Cayman
Texas
$492K -$51.1K -198 -10%
SFG
1024
StrategIQ Financial Group
Indiana
$490K
AAM
1025
Aureus Asset Management
Massachusetts
$489K -$37.4K -145 -7%