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Name Holding Trade Value Shares
Change
Change in
Stake
JSC
801
J. Stern & Co
United Kingdom
$81.8M -$1.27M -5,054 -1%
TCOV
802
Trust Company of Vermont
Vermont
$81.5M +$85.8M +341,911 New
AWM
803
Axxcess Wealth Management
California
$81.2M +$3.68M +14,642 +4%
BAAM
804
Baker Avenue Asset Management
California
$81.2M +$800K +3,189 +0.9%
CTA
805
Chesley Taft & Associates
Illinois
$81M +$89.9K +358 +0.1%
CTI
806
Community Trust & Investment
Kentucky
$80.9M -$118K -471 -0.1%
GVAG
807
Great Valley Advisor Group
Delaware
$80.8M +$3.83M +15,249 +5%
FSA
808
Franklin Street Advisors
North Carolina
$80.4M -$2.39M -9,524 -3%
IUHSA
809
Itau Unibanco Holding S.A.
Brazil
$80.3M +$13.4M +53,521 +19%
HCM
810
Howland Capital Management
Massachusetts
$80M -$428K -1,707 -0.5%
DWM
811
Destination Wealth Management
California
$80M +$2.05M +8,153 +2%
FNBOO
812
First National Bank of Omaha
Nebraska
$79.7M +$4.79M +19,096 +6%
DWM
813
Diversify Wealth Management
Utah
$79.5M +$1.16M +4,633 +1%
DAS
814
Diversify Advisory Services
Utah
$79.5M +$60.4M +240,654 +234%
LIP
815
Liontrust Investment Partners
United Kingdom
$79.4M +$41.3M +164,588 +98%
UAM
816
UAS Asset Management
New York
$79.2M -$524K -2,088 -0.6%
FGP
817
Freestone Grove Partners
California
$79M -$6.35M -25,315 -7%
AAM
818
AMI Asset Management
California
$78.9M -$1.76M -7,026 -2%
KIA
819
KCM Investment Advisors
California
$78.7M +$273K +1,088 +0.3%
HIMC
820
Heritage Investors Management Corp
Maryland
$78.6M -$1.32M -5,258 -2%
IA
821
IFP Advisors
Florida
$78.2M -$660K -2,630 -0.8%
JLBC
822
J.L. Bainbridge & Co
Florida
$78M +$10.7M +42,497 +15%
ICP
823
Ironvine Capital Partners
Nebraska
$78M -$1.99M -7,921 -2%
LCM
824
Logan Capital Management
Pennsylvania
$77.8M +$81.9M +326,431 New
ECM
825
Evergreen Capital Management
Washington
$77.6M +$4.2M +16,718 +5%