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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1451
Capital Planning Advisors
California
$2.06M -$224K -2,820 -10%
AA
1452
Altman Advisors
Illinois
$2.05M -$459K -5,780 -14%
SFA
1453
Sequoia Financial Advisors
Ohio
$2.04M +$179K +2,260 +10%
AAP
1454
Aristotle Atlantic Partners
Florida
$2.04M +$279K +3,520 +17%
CRCM
1455
Crystal Rock Capital Management
Illinois
$2.04M – – –
CCP
1456
Corient Capital Partners
California
$2.04M +$951K +11,980 +100%
HCM
1457
HGI Capital Management
New York
$2.04M +$1.9M +24,000 New
ACM
1458
AUA Capital Management
Pennsylvania
$2.04M – – –
PC
1459
Port Capital
Illinois
$2.03M +$25.4K +320 +1%
WAS
1460
WESPAC Advisors SoCal
California
$2.03M -$20.6K -260 -1%
SJIM
1461
St. Johns Investment Management
Florida
$2.03M +$195K +2,460 +11%
DMC
1462
Drexel Morgan & Co
Pennsylvania
$2.02M +$314K +3,960 +20%
HCM
1463
Highlander Capital Management
New Jersey
$2.01M -$47.6K -600 -2%
ARMC
1464
American Research & Management Company
Massachusetts
$2.01M +$1.33M +16,780 +242%
BC
1465
Burney Company
Virginia
$2.01M +$868K +10,940 +86%
MC
1466
Marcus Capital
Illinois
$1.99M +$42.9K +540 +2%
DSI
1467
Daiwa SB Investments
Japan
$1.99M +$127K +1,600 +7%
EA
1468
Emerald Advisers
Pennsylvania
$1.98M -$213K -2,680 -10%
BC
1469
Burleson & Co
California
$1.97M +$771K +9,720 +72%
EWM
1470
Elmwood Wealth Management
California
$1.96M -$15.9K -200 -0.9%
BG
1471
Bahl & Gaynor
Ohio
$1.96M -$12.7K -160 -0.7%
SVCP
1472
Silicon Valley Capital Partners
California
$1.96M +$383K +4,820 +28%
EA
1473
Edge Advisors
Georgia
$1.95M +$95.2K +1,200 +6%
MUS
1474
Mitsubishi UFJ Securities
Japan
$1.95M +$1.82M +22,900 New
QFA
1475
Quattro Financial Advisors
Texas
$1.94M +$38.1K +480 +2%
57 58
59
60 61