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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1051
VisionPoint Advisory Group
Texas
$1.16M -$26.4K -81 -2%
HCA
1052
Harbour Capital Advisors
Virginia
$1.16M -$31K -95 -3%
GWA
1053
Gratus Wealth Advisors
Virginia
$1.15M – – –
ATIA
1054
American Trust Investment Advisors
New Hampshire
$1.15M – – –
FSA
1055
Financial Security Advisor
Virginia
$1.15M -$37.2K -114 -3%
LC
1056
LCNB Corp
Ohio
$1.15M -$45K -138 -4%
EWM
1057
Empirical Wealth Management
Washington
$1.15M +$371K +1,136 +51%
SCM
1058
Stonebridge Capital Management
California
$1.15M -$253K -775 -19%
CCA
1059
Checchi Capital Advisers
California
$1.15M -$29K -89 -3%
CI
1060
Cigna Investments
Connecticut
$1.15M -$45.7K -140 -4%
RSWM
1061
Robertson Stephens Wealth Management
California
$1.14M -$2.94K -9 -0.3%
DWM
1062
Diversify Wealth Management
Utah
$1.14M +$109K +333 +12%
DAS
1063
Diversify Advisory Services
Utah
$1.14M +$1.03M +3,170 New
FA
1064
FC Advisory
Pennsylvania
$1.13M -$207K -634 -16%
7WCP
1065
71 West Capital Partners
Massachusetts
$1.12M +$412K +1,264 +62%
GIP
1066
Granite Investment Partners
California
$1.12M +$134K +411 +14%
EDRH
1067
Edmond de Rothschild Holding
Switzerland
$1.12M – – –
KP
1068
Keel Point
Alabama
$1.11M +$100K +308 +10%
SAG
1069
SageView Advisory Group
California
$1.11M +$41.1K +126 +4%
BMCM
1070
Bryn Mawr Capital Management
Pennsylvania
$1.11M +$47.9K +147 +5%
RFA
1071
Resurgent Financial Advisors
Georgia
$1.1M +$159K +487 +18%
KAM
1072
Knightsbridge Asset Management
California
$1.1M +$70.1K +215 +7%
FHA
1073
Flagship Harbor Advisors
Massachusetts
$1.09M – – –
MCM
1074
Mill Capital Management
North Carolina
$1.09M – – –
NAMP
1075
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.09M – – –
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