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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1126
Great Valley Advisor Group
Delaware
$17.7M +$1.06M +6,140 +6%
PTC
1127
Private Trust Company
Ohio
$17.7M +$2.5M +14,480 +15%
OPS
1128
Orion Portfolio Solutions
Nebraska
$17.7M +$5.32M +30,860 +40%
BC
1129
Burney Company
Virginia
$17.7M -$1.18M -6,820 -6%
AGAM
1130
Avalon Global Asset Management
California
$17.7M
BCM
1131
BTC Capital Management
Iowa
$17.7M -$166K -960 -0.9%
KPW
1132
Kore Private Wealth
New York
$17.7M -$1.84M -10,640 -9%
AC
1133
Avestar Capital
New York
$17.7M +$918K +5,320 +5%
VAS
1134
Vestmark Advisory Solutions
Massachusetts
$17.6M +$1.65M +9,580 +10%
PRA
1135
Pine Ridge Advisers
New York
$17.6M
OPW
1136
Oxler Private Wealth
New York
$17.6M -$6.9K -40 -0%
YWP
1137
YorkBridge Wealth Partners
New York
$17.5M +$2.63M +15,260 +17%
LSA
1138
L & S Advisors
California
$17.5M -$5.88M -34,060 -24%
BTWM
1139
Baker Tilly Wealth Management
Wisconsin
$17.5M +$4.94M +28,620 +37%
EF
1140
Empirical Finance
Pennsylvania
$17.5M +$1.09M +6,340 +6%
WSCM
1141
Wellington Shields Capital Management
New York
$17.4M -$1.91M -11,080 -9%
JAM
1142
JCIC Asset Management
Ontario, Canada
$17.4M +$58.6K +340 +0.3%
KWMG
1143
King Wealth Management Group
Florida
$17.4M +$1.45M +8,420 +9%
AA
1144
Apriem Advisors
California
$17.3M +$424K +2,460 +2%
IAIM
1145
International Assets Investment Management
Florida
$17.3M +$6.9K +40 +0%
BST
1146
Bath Savings Trust
Maine
$17.3M +$352K +2,040 +2%
CIM
1147
Chiron Investment Management
New York
$17.3M -$13.9M -80,320 -43%
BFA
1148
Bragg Financial Advisors
North Carolina
$17.3M +$155K +900 +0.9%
EAM
1149
Evanson Asset Management
California
$17.2M +$925K +5,360 +6%
FG
1150
Fiduciary Group
Georgia
$17.2M +$290K +1,680 +2%