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Name Holding Trade Value Shares
Change
Change in
Stake
FG
801
Fiduciary Group
Georgia
$1.75M +$72.5K +482 +4%
TAM
802
Tealwood Asset Management
Minnesota
$1.74M +$37.8K +251 +2%
AIM
803
Assured Investment Management
New York
$1.74M +$46.4K +308 +3%
MPWT
804
MassMutual Private Wealth & Trust
Connecticut
$1.73M +$1.78M +11,835 New
W
805
Wealthfront
California
$1.73M -$1.23M -8,193 -41%
PA
806
Perennial Advisors
New York
$1.72M +$1.77M +11,791 New
JDR
807
Jay D. Rosenbaum
$1.7M
KTC
808
Kistler-Tiffany Companies
Pennsylvania
$1.7M -$114K -760 -6%
TWA
809
TCI Wealth Advisors
Arizona
$1.69M +$30.1K +200 +2%
EHWM
810
Eads & Heald Wealth Management
Georgia
$1.69M +$8.13K +54 +0.5%
JWBC
811
J.W. Burns & Co
New York
$1.69M +$239K +1,589 +16%
VSWA
812
Vontobel Swiss Wealth Advisors
Switzerland
$1.68M +$1.41M +9,365 +440%
CBT
813
Central Bank & Trust
Kentucky
$1.68M -$54.3K -361 -3%
GBT
814
Grove Bank & Trust
Florida
$1.67M +$58.7K +390 +4%
Boston Partners
815
Boston Partners
Massachusetts
$1.66M -$110M -728,258 -98%
PFM
816
PacWest Financial Management
Arizona
$1.65M -$3.01K -20 -0.2%
AP
817
Atwood & Palmer
Missouri
$1.65M -$376K -2,500 -18%
CCG
818
Cypress Capital Group
Florida
$1.64M +$1.08M +7,178 +177%
NAM
819
NTV Asset Management
West Virginia
$1.64M
BFEC
820
Benjamin F. Edwards & Company
Missouri
$1.63M +$397K +2,641 +31%
NDSI
821
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M -$26.3K -175 -2%
CSA
822
Cottage Street Advisors
Massachusetts
$1.62M -$22.4K -149 -1%
CWM
823
Concentric Wealth Management
California
$1.62M +$1.66M +11,055 New
Balyasny Asset Management
824
Balyasny Asset Management
Illinois
$1.61M -$55.9M -371,420 -97%
IWA
825
IBEX Wealth Advisors
New Jersey
$1.61M -$1.02M -6,753 -39%