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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
751
Crescent Grove Advisors
Illinois
$2.01M +$212K +877 +12%
CAM
752
Carret Asset Management
New York
$2M -$7.25K -30 -0.4%
EWA
753
Encompass Wealth Advisors
Oregon
$2M +$208K +860 +11%
FTDI
754
First Trust Direct Indexing
Massachusetts
$1.99M +$706K +2,922 +54%
IAMOG
755
Investors Asset Management of Georgia
Georgia
$1.99M +$54.4K +225 +3%
BHIC
756
Bassett Hargrove Investment Counsel
Delaware
$1.99M +$2M +8,290 New
HFM
757
Hartford Financial Management
Connecticut
$1.98M -$34.3K -142 -2%
LCM
758
Logan Capital Management
Pennsylvania
$1.98M +$1.21K +5 +0.1%
CMI
759
Clare Market Investments
Texas
$1.98M +$465K +1,925 +30%
WC
760
Westhampton Capital
North Carolina
$1.98M +$299K +1,238 +18%
TCOV
761
Trust Company of Vermont
Vermont
$1.97M -$7.01K -29 -0.4%
TCOT
762
Trust Company of Toledo
Ohio
$1.97M +$30.5K +126 +2%
I
763
INVST
Indiana
$1.96M +$98.4K +407 +5%
Vanguard Personalized Indexing Management
764
Vanguard Personalized Indexing Management
California
$1.95M +$502K +2,077 +34%
WSFS
765
Wilmington Savings Fund Society
Delaware
$1.95M -$66K -273 -3%
CWM
766
Calamos Wealth Management
Illinois
$1.95M +$111K +461 +6%
DWA
767
Douglass Winthrop Advisors
New York
$1.94M -$248K -1,025 -11%
MCP
768
Mirador Capital Partners
California
$1.94M +$112K +464 +6%
CCG
769
Ceeto Capital Group
Florida
$1.94M
AAM
770
Ascension Asset Management
New York
$1.92M -$18.1K -75 -0.9%
IAIM
771
International Assets Investment Management
Florida
$1.92M -$6.1M -25,211 -40%
ACH
772
ArrowMark Colorado Holdings
Colorado
$1.92M +$1.93M +8,000 New
WOC
773
West Oak Capital
California
$1.91M -$85.1K -352 -4%
GI
774
Gradient Investments
Minnesota
$1.9M +$35.1K +145 +2%
SLG
775
Stanley-Laman Group
Pennsylvania
$1.9M +$235K +972 +14%