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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
976
Beaumont Financial Advisors
Massachusetts
$12.4M -$3.64M -36,845 -20%
VVP
977
Venture Visionary Partners
Ohio
$12.4M +$498K +5,039 +4%
WSTAM
978
Wilbanks Smith & Thomas Asset Management
Virginia
$12.3M +$425K +4,304 +3%
AMCA
979
Arthur M. Cohen & Associates
Illinois
$12.3M -$614K -6,220 -4%
NSEDCP
980
NJ State Employees Deferred Compensation Plan
New Jersey
$12.2M
SVWAG
981
Sound View Wealth Advisors Group
Georgia
$12.2M +$2M +20,261 +34%
CF
982
Cantor Fitzgerald
New York
$12.2M -$16M -161,986 -53%
PCIG
983
Partners Capital Investment Group
Massachusetts
$12.2M -$2.52M -25,553 -15%
SF
984
Summit Financial
New Jersey
$12.2M -$1.54M -15,562 -10%
TFS
985
Thoroughbred Financial Services
Tennessee
$12.1M +$1.2M +12,118 +9%
SC
986
Savant Capital
Illinois
$12.1M +$2.33M +23,617 +18%
CA
987
Claar Advisors
New York
$12.1M -$2.18M -22,100 -13%
USCWA
988
U.S. Capital Wealth Advisors
Texas
$12.1M -$1.91M -19,358 -12%
GP
989
Girard Partners
Pennsylvania
$12.1M -$191K -1,933 -1%
FB
990
Fulton Bank
Pennsylvania
$12.1M -$319K -3,234 -2%
HW
991
Hamilton Wealth
California
$12.1M +$2.22M +22,520 +19%
PCA
992
Pallas Capital Advisors
Massachusetts
$12.1M -$2.37M -24,009 -16%
MC
993
Montag & Caldwell
Georgia
$12M -$11.7M -118,622 -45%
CT
994
Caldwell Trust
Florida
$12M -$220K -2,225 -2%
PI
995
PFS Investments
Georgia
$12M +$1.51M +15,268 +12%
PNC
996
Park National Corp
Ohio
$11.9M +$1.33M +13,468 +10%
HT
997
HighTower Trust
Texas
$11.9M -$200K -2,022 -1%
LWM
998
Lyell Wealth Management
California
$11.9M +$49.2K +498 +0.4%
MC
999
Martin Currie
United Kingdom
$11.9M -$337K -3,414 -2%
NEI
1000
Northwest & Ethical Investments
Ontario, Canada
$11.9M -$1.16M -11,760 -8%