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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
851
Canandaigua National Bank & Trust
New York
$4.16M +$40.9K +125 +1%
PA
852
PFG Advisors
Arizona
$4.16M -$345K -1,056 -8%
WAP
853
Wealthcare Advisory Partners
Pennsylvania
$4.16M +$69K +211 +2%
SIAP
854
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.15M -$32.1K -98 -0.8%
BCA
855
Bay Colony Advisors
Massachusetts
$4.14M
SC
856
Slow Capital
California
$4.14M -$215K -657 -5%
FLI
857
Family Legacy Inc
South Carolina
$4.13M +$27.5K +84 +0.7%
OAM
858
Ostrum Asset Management
France
$4.12M -$1.21M -3,685 -22%
TFS
859
Thoroughbred Financial Services
Tennessee
$4.11M -$84.4K -258 -2%
IWM
860
IHT Wealth Management
Illinois
$4.11M +$396K +1,210 +10%
MAS
861
Meeder Advisory Services
Ohio
$4.11M -$54.3K -166 -1%
IWS
862
Insight Wealth Strategies
California
$4.1M +$113K +346 +3%
BWM
863
BNC Wealth Management
Oregon
$4.1M +$4.16M +12,732 New
O
864
Ossiam
France
$4.1M -$63.1M -192,941 -94%
BMCM
865
Bryn Mawr Capital Management
Pennsylvania
$4.1M +$8.51K +26 +0.2%
AFA
866
Abacus FCF Advisors
Florida
$4.09M +$4.15M +12,688 New
HSA
867
HBK Sorce Advisory
Pennsylvania
$4.09M -$89.6K -274 -2%
HAG
868
HighPoint Advisor Group
Illinois
$4.06M +$34.7K +106 +0.8%
USAA
869
United Services Automobile Association
Texas
$4.06M -$903K -2,760 -18%
SAM
870
Shell Asset Management
Netherlands
$4.05M +$4.11M +12,576 New
V
871
ValueWorks
New York
$4.05M -$22.2K -68 -0.5%
SFS
872
Sowell Financial Services
Arkansas
$4.03M +$384K +1,174 +10%
OPCM
873
Osborne Partners Capital Management
California
$4M +$19.6K +60 +0.5%
LOAMS
874
Lombard Odier Asset Management (Switzerland)
Switzerland
$4M -$1.12M -3,409 -22%
IFWM
875
Institute for Wealth Management
Colorado
$3.99M -$42.2K -129 -1%