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Name Holding Trade Value Shares
Change
Change in
Stake
EW
1301
Evoke Wealth
California
$9.15M -$865K -6,912 -7%
HI
1302
Horizon Investments
North Carolina
$9.14M +$9.14M +73,039 +561%
QI
1303
Qtron Investments
Massachusetts
$9.13M +$2.03M +16,260 +23%
AF
1304
Arrow Financial
New York
$9.09M -$270K -2,160 -2%
1SB
1305
1ST Source Bank
Indiana
$9.09M -$167K -1,332 -2%
GJCM
1306
Grand Jean Capital Management
California
$9.09M -$608K -4,860 -5%
MRCM
1307
M&R Capital Management
New Jersey
$9.06M -$103K -822 -1%
FPCM
1308
Financial Partners Capital Management
New York
$9.05M +$302K +2,414 +3%
TBA
1309
Tower Bridge Advisors
Pennsylvania
$9.05M -$1.03M -8,245 -9%
BIAS
1310
Beacon Investment Advisory Services
New Jersey
$9.03M -$70.5K -563 -0.7%
PTC
1311
Private Trust Company
Ohio
$9.02M -$2.88M -22,988 -21%
ZAM
1312
Zevin Asset Management
Massachusetts
$9.01M +$1.65M +13,209 +18%
CIM
1313
Chapman Investment Management
California
$9.01M -$183K -1,460 -2%
PBT
1314
Pictet Bank & Trust
Bahamas
$9M +$118K +939 +1%
SWA
1315
SFMG Wealth Advisors
Texas
$8.99M +$402K +3,209 +4%
AWAG
1316
ARS Wealth Advisors Group
Florida
$8.97M -$191K -1,525 -2%
CAM
1317
Covenant Asset Management
New Jersey
$8.97M -$1.68M -13,460 -14%
GAM
1318
Griffin Asset Management
New York
$8.96M -$1.08M -8,616 -9%
RIM
1319
Regent Investment Management
Kentucky
$8.95M -$1.21M -9,640 -10%
WAM
1320
Wallington Asset Management
Indiana
$8.95M +$213K +1,700 +2%
FAT
1321
First American Trust
California
$8.94M -$5.55M -44,384 -35%
IFWM
1322
Institute for Wealth Management
Colorado
$8.92M +$294K +2,349 +3%
CAM
1323
Columbia Asset Management
Michigan
$8.91M +$10.5M +83,924 New
SGA
1324
Strategic Global Advisors
California
$8.9M +$1.18M +9,400 +13%
HFM
1325
Harvest Fund Management
China
$8.89M -$14.2M -113,113 -57%