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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
651
Assured Investment Management
New York
$793K -$405K -1,431 -33%
SBIA
652
Sheaff Brock Investment Advisors
Indiana
$784K +$21.2K +75 +3%
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$783K +$9.05K +32 +1%
UBG
654
United Bank (Georgia)
Georgia
$775K +$46.1K +163 +6%
CIAS
655
Capital Investment Advisory Services
North Carolina
$761K -$28.3K -100 -3%
HAM
656
Highstreet Asset Management
Ontario, Canada
$761K +$787K +2,783 New
OPCM
657
Osborne Partners Capital Management
California
$757K +$18.4K +65 +2%
RIA
658
RPG Investment Advisory
California
$756K -$79.2K -280 -9%
PL
659
Plancorp LLC
Missouri
$756K – – –
MME
660
Meag Munich Ergo
Germany
$751K -$2.91M -10,288 -79%
NFC
661
Northeast Financial Consultants
Connecticut
$750K -$6.79K -24 -0.9%
BTW
662
Boston Trust Walden
Massachusetts
$743K +$15.3K +54 +2%
DPIM
663
Duff & Phelps Investment Management
Illinois
$725K -$42.4K -150 -5%
CAN
664
Cetera Advisor Networks
California
$703K +$40.7K +144 +6%
ICA
665
Infrastructure Capital Advisors
New York
$697K -$509K -1,800 -41%
DWA
666
Douglass Winthrop Advisors
New York
$697K – – –
BCM
667
Brown Capital Management
Maryland
$690K +$91.6K +324 +15%
BHWM
668
Bar Harbor Wealth Management
New Hampshire
$684K -$68.1K -241 -9%
BPCE
669
Bank Pictet & Cie (Europe)
Germany
$683K +$123K +436 +21%
BCM
670
Boltwood Capital Management
California
$672K +$107K +380 +18%
GCA
671
Gideon Capital Advisors
New York
$672K +$252K +890 +57%
BCMO
672
Buckingham Capital Management (Ohio)
Ohio
$670K +$2.26K +8 +0.3%
WAM
673
Wolverine Asset Management
Illinois
$669K +$26K +92 +4%
TCOV
674
Trust Company of Vermont
Vermont
$660K +$1.98K +7 +0.3%
IWA
675
IBEX Wealth Advisors
New Jersey
$650K +$24.3K +86 +4%