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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Mission Wealth Management
California
$8.43M +$196K +2,020 +2%
PIA
1202
Perennial Investment Advisors
California
$8.42M +$842K +8,700 +11%
GAB
1203
German American Bancorp
Indiana
$8.4M +$25.2K +260 +0.3%
CANY
1204
Caxton Associates (New York)
New York
$8.4M -$1.34M -13,820 -14%
JM
1205
Jeneq Management
New York
$8.38M -$6.78M -70,000 -45%
WEO
1206
William E. Oberndorf
$8.38M +$8.32M +86,000 New
RWM
1207
RKL Wealth Management
Pennsylvania
$8.37M -$211K -2,180 -2%
CGI
1208
Comgest Global Investors
France
$8.36M -$2.33M -24,120 -22%
BFA
1209
Bragg Financial Advisors
North Carolina
$8.36M +$935K +9,660 +13%
AAM
1210
Autus Asset Management
Arizona
$8.33M +$430K +4,440 +5%
HW
1211
Hamilton Wealth
California
$8.32M +$863K +8,920 +12%
BHWM
1212
Bar Harbor Wealth Management
New Hampshire
$8.29M +$859K +8,880 +12%
FPCM
1213
Financial Partners Capital Management
New York
$8.28M +$8.22M +84,920 New
MCM
1214
Manchester Capital Management
Vermont
$8.28M +$46.5K +480 +0.6%
KFS
1215
Kurt F. Somerville
$8.24M +$877K +9,060 +12%
OIA
1216
OneDigital Investment Advisors
Kansas
$8.22M +$619K +6,400 +8%
BOH
1217
Bank of Hawaii
Hawaii
$8.22M -$979K -10,120 -11%
CIM
1218
Chapman Investment Management
California
$8.21M -$265K -2,740 -3%
IWC
1219
Integrated Wealth Concepts
Massachusetts
$8.2M +$546K +5,640 +7%
CEI
1220
Clark Estates Inc
New York
$8.19M +$1.54M +15,900 +23%
AAP
1221
Ardsley Advisory Partners
Connecticut
$8.19M +$8.13M +84,000 New
SIG
1222
Sargent Investment Group
Maryland
$8.17M -$581K -6,000 -7%
NL
1223
NKCFO LLC
Illinois
$8.16M +$8.1M +83,700 New
WWM
1224
Willingdon Wealth Management
North Carolina
$8.16M -$496K -5,120 -6%
TW
1225
Transform Wealth
Colorado
$8.15M +$1.84M +18,960 +29%