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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1601
Winton Group
United Kingdom
$7.85M +$2.8M +24,483 +69%
KWA
1602
Kingswood Wealth Advisors
California
$7.84M +$6.87M +60,147 New
ADL
1603
Asset Dedication LLC
California
$7.82M +$190K +1,667 +3%
RA
1604
Rovida Advisors
Florida
$7.82M
JCP
1605
Jennifer C. Price
$7.81M
MC
1606
Mathes Company
New York
$7.79M +$6.82M +59,745 New
TCOT
1607
Trust Company of Toledo
Ohio
$7.78M +$291K +2,551 +4%
SP
1608
Symmetry Partners
Connecticut
$7.76M +$555K +4,858 +9%
SAM
1609
Smithbridge Asset Management
Pennsylvania
$7.76M +$890K +7,791 +15%
EE
1610
EWG Elevate
California
$7.75M -$830K -7,269 -11%
CC
1611
Courier Capital
New York
$7.75M -$186K -1,629 -3%
SWK
1612
Stephen W. Kidder
$7.74M +$469K +4,106 +7%
Wealth Enhancement Advisory Services
1613
Wealth Enhancement Advisory Services
Minnesota
$7.69M -$417K -3,653 -6%
LS
1614
Leelyn Smith
Illinois
$7.68M +$162K +1,421 +2%
PWC
1615
PYA Waltman Capital
Tennessee
$7.67M -$33.7K -295 -0.5%
LCC
1616
Lincoln Capital Corp
Rhode Island
$7.67M +$22.8K +200 +0.3%
AIM
1617
Arcadia Investment Management
Michigan
$7.66M +$621K +5,437 +10%
CNBTD
1618
Citizens National Bank Trust Department
Mississippi
$7.65M +$69.4K +608 +1%
LWANC
1619
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M +$3.43K +30 +0.1%
CCS
1620
Concentric Capital Strategies
Connecticut
$7.62M +$6.68M +58,486 New
Financial Engines Advisors
1621
Financial Engines Advisors
California
$7.61M +$1.83K +16 +0%
CPA
1622
Capital Planning Advisors
California
$7.61M +$127K +1,116 +2%
Vanguard Capital Wealth Advisors
1623
Vanguard Capital Wealth Advisors
Colorado
$7.57M +$159K +1,390 +2%
MCG
1624
McCollum Christoferson Group
New York
$7.57M +$97.9K +857 +1%
WE
1625
Wealth Effects
Massachusetts
$7.56M +$95.2K +834 +1%