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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
601
Asset Dedication LLC
California
$5.1M +$82.1K +232 +2%
Massachusetts Financial Services
602
Massachusetts Financial Services
Massachusetts
$5.08M -$60.7M -171,506 -92%
CT
603
Caldwell Trust
Florida
$5.04M +$5.48M +15,473 New
IFWM
604
Institute for Wealth Management
Colorado
$5.02M +$222K +627 +4%
PWW
605
Pettyjohn Wood & White
Virginia
$4.97M -$24.8K -70 -0.5%
WAM
606
Weatherly Asset Management
California
$4.96M +$30.8K +87 +0.6%
AAM
607
Auxier Asset Management
Oregon
$4.95M +$35.4K +100 +0.7%
SCA
608
Snowden Capital Advisors
New York
$4.94M +$1.1M +3,099 +26%
FT
609
Fiduciary Trust
Massachusetts
$4.94M -$484K -1,368 -8%
FDCDDQ
610
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.93M +$298K +842 +6%
LBD
611
Landsberg Bennett & Dubbaneh
Florida
$4.92M +$728K +2,057 +16%
FCBT
612
First Citizens Bank & Trust
North Carolina
$4.92M -$230K -649 -4%
SCA
613
Stonebridge Capital Advisors
Minnesota
$4.9M +$19.1K +54 +0.4%
AF
614
Ally Financial
Michigan
$4.89M
AIP
615
Ameritas Investment Partners
Nebraska
$4.85M -$201K -569 -4%
PWS
616
Peloton Wealth Strategists
Indiana
$4.84M +$83.9K +237 +2%
RCM
617
RNC Capital Management
California
$4.83M +$473K +1,335 +10%
JCM
618
Jacobi Capital Management
Pennsylvania
$4.83M -$67.3K -190 -1%
MA
619
Mutual Advisors
Nebraska
$4.82M +$366K +1,034 +8%
SSB
620
Sandy Spring Bank
Maryland
$4.79M +$426K +1,202 +9%
AMI
621
Amica Mutual Insurance
Rhode Island
$4.74M -$1.4M -3,959 -21%
IAN
622
Integrated Advisors Network
Texas
$4.74M +$5.15M +14,559 New
AMIM
623
Aull & Monroe Investment Management
Alabama
$4.72M +$17.7K +50 +0.3%
SCM
624
Silvant Capital Management
Georgia
$4.69M -$53.8K -152 -1%
PAG
625
Private Advisory Group
Washington
$4.68M +$313K +883 +7%