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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
601
Global Wealth Management Investment Advisory
Florida
$1.65M +$99.2K +348 +6%
RL
602
Retireful LLC
Michigan
$1.64M +$1.64M +5,746 New
BS
603
Banco Santander
Spain
$1.63M +$1.63M +5,700 New
TFS
604
Thoroughbred Financial Services
Tennessee
$1.63M +$578K +2,028 +55%
Lido Advisors
605
Lido Advisors
California
$1.63M +$107K +376 +7%
EIA
606
Edgemoor Investment Advisors
Maryland
$1.63M – – –
WHG
607
Westwood Holdings Group
Texas
$1.62M -$60.2K -211 -4%
JIC
608
Joel Isaacson & Co
New York
$1.61M – – –
RWM
609
Ritholtz Wealth Management
New York
$1.61M +$108K +379 +7%
SC
610
Savant Capital
Illinois
$1.61M +$536K +1,878 +50%
CCFCSB
611
Cape Cod Five Cents Savings Bank
Massachusetts
$1.59M +$1.27M +4,459 +402%
9WM
612
9258 Wealth Management
Ohio
$1.58M +$89.5K +314 +6%
EI
613
EDMP Inc
Florida
$1.57M +$293K +1,027 +23%
AI
614
AXS Investments
New York
$1.57M -$75.9K -266 -5%
First Manhattan
615
First Manhattan
New York
$1.56M -$86.7K -304 -5%
FA
616
FDx Advisors
Illinois
$1.55M -$173K -608 -10%
JIC
617
Johnson Investment Counsel
Ohio
$1.55M +$157K +551 +11%
IGAM
618
iA Global Asset Management
Quebec, Canada
$1.54M -$1.03M -3,629 -40%
CWM
619
Congress Wealth Management
Massachusetts
$1.52M +$13.4K +47 +0.9%
KPWS
620
Kestra Private Wealth Services
Texas
$1.51M +$75K +263 +5%
WMG
621
WESCAP Management Group
California
$1.5M -$17.1K -60 -1%
BF
622
BOK Financial
Oklahoma
$1.49M -$1.21M -4,248 -47%
BP
623
Ballentine Partners
Massachusetts
$1.49M +$95K +333 +7%
NSEDCP
624
NJ State Employees Deferred Compensation Plan
New Jersey
$1.49M – – –
SFI
625
SPC Financial Inc
Maryland
$1.48M -$61K -214 -4%