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Name Holding Trade Value Shares
Change
Change in
Stake
GCC
1051
Guardian Capital (Canada)
Ontario, Canada
$449K -$54.7K -212 -11%
Cetera Investment Advisers
1052
Cetera Investment Advisers
Illinois
$442K +$424K +1,644 New
CCM
1053
Coldstream Capital Management
Washington
$439K +$70.1K +272 +20%
WJA
1054
Williams Jones & Associates
New York
$437K +$90K +349 +28%
BHWM
1055
Bar Harbor Wealth Management
New Hampshire
$434K +$197K +765 +91%
BCM
1056
BTR Capital Management
California
$433K +$413K +1,603 New
EWM
1057
Evermay Wealth Management
Virginia
$429K -$5.16K -20 -1%
MC
1058
Moors & Cabot
Massachusetts
$429K +$85.9K +333 +26%
ST
1059
Smithfield Trust
Pennsylvania
$425K -$14.4K -56 -3%
HB
1060
Homrich & Berg
Georgia
$425K +$38.2K +148 +10%
LSAG
1061
Lake Street Advisors Group
New Hampshire
$424K -$226K -878 -36%
CAM
1062
CenterStar Asset Management
Illinois
$424K
MWM
1063
Mission Wealth Management
California
$423K -$18.3K -71 -4%
KWA
1064
KCS Wealth Advisory
California
$413K -$77.6K -301 -16%
CBU
1065
CIBC Bank USA
Illinois
$411K +$145K +561 +58%
PJSIMP
1066
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K +$21.9K +85 +6%
PCG
1067
Private Capital Group
Connecticut
$408K +$97.5K +378 +33%
BFC
1068
Blue Fin Capital
Rhode Island
$406K +$388K +1,504 New
IWM
1069
IHT Wealth Management
Illinois
$404K +$77.9K +302 +25%
HH
1070
Hilltop Holdings
Texas
$401K +$155K +600 +67%
CCA
1071
Cobblestone Capital Advisors
New York
$400K +$27.1K +105 +8%
MOS
1072
MGO One Seven
Ohio
$400K +$383K +1,484 New
MCWS
1073
McKinley Carter Wealth Services
West Virginia
$394K +$9.54K +37 +3%
MCM
1074
McKinley Capital Management
Alaska
$394K +$189K +733 +101%
PAM
1075
Private Asset Management
California
$391K