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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1001
Quattro Financial Advisors
Texas
$8.8M +$1.72M +18,480 +26%
B
1002
Brightworth
Georgia
$8.8M +$31.7K +340 +0.4%
SIG
1003
Sargent Investment Group
Maryland
$8.79M +$13K +140 +0.2%
GIA
1004
Guyasuta Investment Advisors
Pennsylvania
$8.78M +$6.94M +74,540 +409%
BCM
1005
BTC Capital Management
Iowa
$8.78M -$773K -8,300 -8%
BWM
1006
Buckley Wealth Management
Nevada
$8.74M +$74.5K +800 +0.9%
BP
1007
Broadleaf Partners
Ohio
$8.73M +$773K +8,300 +10%
VFA
1008
Valeo Financial Advisors
Indiana
$8.73M -$207K -2,220 -2%
RWM
1009
RKL Wealth Management
Pennsylvania
$8.73M -$143K -1,540 -2%
GI
1010
GAMCO Investors
Connecticut
$8.71M +$1.37M +14,720 +19%
SC
1011
Savant Capital
Illinois
$8.7M +$203K +2,180 +2%
EVM
1012
Evelyn V. Moreno
$8.69M +$1.03M +11,060 +14%
JWBC
1013
J.W. Burns & Co
New York
$8.69M +$83.8K +900 +1%
CCM
1014
Concourse Capital Management
Georgia
$8.63M
AC
1015
Alley Company
Illinois
$8.6M -$237K -2,540 -3%
WM
1016
WS Management
Florida
$8.6M -$1.38M -14,780 -14%
ECM
1017
Exchange Capital Management
Michigan
$8.57M -$250K -2,680 -3%
LC
1018
Lincoln Capital
Nebraska
$8.57M -$104K -1,120 -1%
BOH
1019
Bank of Hawaii
Hawaii
$8.56M +$481K +5,160 +6%
BFA
1020
Beaumont Financial Advisors
Massachusetts
$8.55M +$535K +5,740 +7%
LWAC
1021
Laurel Wealth Advisors (California)
California
$8.55M -$233K -2,500 -3%
PTC
1022
Private Trust Company
Ohio
$8.54M -$231K -2,480 -3%
ECM
1023
EagleClaw Capital Management
Massachusetts
$8.51M -$55.9K -600 -0.7%
UAS
1024
United Asset Strategies
New York
$8.51M -$74.5K -800 -0.9%
EAM
1025
Evanson Asset Management
California
$8.51M +$110K +1,180 +1%