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Name Holding Trade Value Shares
Change
Change in
Stake
BG
551
Berry Group
Massachusetts
$1.14M
EFS
552
Essex Financial Services
Connecticut
$1.14M +$4.12K +21 +0.4%
GT
553
Greenleaf Trust
Michigan
$1.12M +$5.1K +26 +0.5%
DBIA
554
Dumont & Blake Investment Advisors
New Jersey
$1.12M -$15.1K -77 -1%
DY
555
Dowling & Yahnke
California
$1.12M -$22.2K -113 -2%
FNBT
556
FineMark National Bank & Trust
Florida
$1.1M +$21.6K +110 +2%
BPM
557
Bowling Portfolio Management
Ohio
$1.1M -$84.7K -432 -8%
AIP
558
Ameritas Investment Partners
Nebraska
$1.09M -$70.6K -360 -6%
FTDI
559
First Trust Direct Indexing
Massachusetts
$1.09M +$1.03M +5,242 New
TCA
560
Transcend Capital Advisors
New Jersey
$1.09M -$2.06M -10,520 -67%
PAMG
561
Patton Albertson Miller Group
Tennessee
$1.07M +$9.02K +46 +0.9%
IWC
562
Integrated Wealth Concepts
Massachusetts
$1.07M -$7.65K -39 -0.8%
Wealthfront Advisers
563
Wealthfront Advisers
California
$1.07M +$145K +739 +17%
KF
564
Krilogy Financial
Missouri
$1.06M -$210K -1,072 -17%
SIP
565
Stoneridge Investment Partners
Pennsylvania
$1.06M +$199K +1,014 +25%
MCM
566
MAI Capital Management
Ohio
$1.05M +$299K +1,526 +43%
CI
567
Conning Inc
Connecticut
$1.05M -$66.5K -339 -6%
TCOO
568
Trust Company of Oklahoma
Oklahoma
$1.05M +$55.5K +283 +6%
HPC
569
HM Payson & Co
Maine
$1.04M -$66.1K -337 -6%
AWM
570
Aries Wealth Management
Maine
$1.04M
AF
571
Ally Financial
Michigan
$1.04M
IIM
572
Intact Investment Management
Quebec, Canada
$1.04M
9WM
573
9258 Wealth Management
Ohio
$1.04M
PVWM
574
Point View Wealth Management
New Jersey
$1.04M +$15.3K +78 +2%
AIA
575
Avalon Investment & Advisory
Texas
$1.04M +$125K +636 +15%