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Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
1226
Lombard Odier Asset Management (Europe)
United Kingdom
$10.5M +$12.4M +98,908 New
WAS
1227
Winch Advisory Services
Wisconsin
$10.5M +$188K +1,501 +2%
FM
1228
Family Management
New York
$10.5M -$123K -981 -1%
LSAG
1229
Lake Street Advisors Group
New Hampshire
$10.5M +$12.3M +98,667 New
CF
1230
Centaurus Financial
California
$10.5M +$1.72M +13,709 +16%
TCCM
1231
Timber Creek Capital Management
Massachusetts
$10.5M +$2.11M +16,854 +21%
MIA
1232
MainStreet Investment Advisors
Illinois
$10.4M -$763K -6,096 -6%
CA
1233
Cornerstone Advisory
Maryland
$10.4M -$2.74M -21,929 -18%
AWM
1234
Altium Wealth Management
New York
$10.4M -$381K -3,043 -3%
ECM
1235
Exchange Capital Management
Michigan
$10.4M +$293K +2,339 +2%
1WA
1236
180 Wealth Advisors
Washington
$10.4M +$627K +5,014 +6%
LNWTC
1237
Laird Norton Wetherby Trust Company
Washington
$10.4M -$1M -8,015 -8%
ACIM
1238
Azimuth Capital Investment Management
Michigan
$10.4M +$12.3M +97,920 New
CRB
1239
Chad R. Baker
$10.4M
RPC
1240
Rossmore Private Capital
Connecticut
$10.4M +$86.2K +689 +0.7%
GLAM
1241
Gardner Lewis Asset Management
Pennsylvania
$10.3M +$36.9K +295 +0.3%
ATPW
1242
Ashton Thomas Private Wealth
Arizona
$10.3M -$608K -4,856 -5%
SIA
1243
Schechter Investment Advisors
Michigan
$10.3M +$944K +7,542 +8%
BPM
1244
Bowling Portfolio Management
Ohio
$10.2M +$222K +1,775 +2%
LBA
1245
Lowell Blake & Associates
Massachusetts
$10.2M +$2.02M +16,141 +20%
CIA
1246
Choate Investment Advisors
Massachusetts
$10.2M +$2.47M +19,765 +26%
CS
1247
Comerica Securities
Michigan
$10.2M +$41.5K +332 +0.3%
OIA
1248
OneDigital Investment Advisors
Kansas
$10.2M +$413K +3,297 +4%
WM
1249
WS Management
Florida
$10.2M +$4.7M +37,540 +64%
BCMO
1250
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$516K +4,123 +4%