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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
701
YHB Investment Advisors
Connecticut
$1.49M +$719K +2,230 +99%
TCA
702
Transcend Capital Advisors
New Jersey
$1.48M +$52.2K +162 +4%
GIM
703
Groesbeck Investment Management
New Jersey
$1.47M +$336K +1,041 +31%
MNBTD
704
Moody National Bank Trust Division
Texas
$1.46M -$54.5K -169 -4%
LF
705
Lansforsakringar Fondforvaltning
Sweden
$1.46M +$303K +941 +27%
HNW
706
High Note Wealth
Minnesota
$1.46M -$1.92M -5,948 -57%
IFWM
707
Institute for Wealth Management
Colorado
$1.46M -$12.2K -38 -0.9%
LA
708
Lynch & Associates
Indiana
$1.45M -$645 -2 -0%
BJL
709
Brighton Jones LLC
Washington
$1.44M +$203K +630 +17%
RIM
710
Redwood Investment Management
Arizona
$1.44M +$1.4M +4,341 New
VFA
711
Valeo Financial Advisors
Indiana
$1.43M +$92.2K +286 +7%
NSEDCP
712
NJ State Employees Deferred Compensation Plan
New Jersey
$1.42M -$290K -900 -17%
LSA
713
Lansing Street Advisors
Pennsylvania
$1.42M +$521K +1,617 +60%
TFS
714
Thoroughbred Financial Services
Tennessee
$1.41M -$506K -1,570 -27%
IFU
715
iSAM Funds (UK)
United Kingdom
$1.41M +$1.37M +4,252 New
LFG
716
Lazard Frères Gestion
France
$1.4M -$103K -320 -7%
ANTB
717
AMG National Trust Bank
Colorado
$1.4M +$32.6K +101 +2%
WB
718
Webster Bank
Connecticut
$1.4M +$19.7K +61 +1%
AWM
719
AE Wealth Management
Kansas
$1.39M +$51.6K +160 +4%
NWAG
720
Net Worth Advisory Group
Utah
$1.39M +$243K +754 +22%
DJSG
721
D.J. St. Germain
Massachusetts
$1.39M +$1.21M +3,754 +831%
CAM
722
Cidel Asset Management
Ontario, Canada
$1.38M +$72.9K +226 +6%
FHA
723
Flagship Harbor Advisors
Massachusetts
$1.38M -$54.2K -168 -4%
CFA
724
Capstone Financial Advisors
Illinois
$1.38M +$322 +1 +0%
ASN
725
Advisory Services Network
Georgia
$1.38M +$255K +792 +18%