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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1401
Rathbones Group
United Kingdom
$552K -$179K -4,690 -25%
WCM
1402
Whitener Capital Management
North Carolina
$552K -$15.2K -400 -3%
FNBOSM
1403
First National Bank of South Miami
Florida
$550K -$13.8K -362 -3%
GD
1404
Grandfield & Dodd
New York
$550K +$9.25K +243 +2%
GCAC
1405
Guardian Capital Advisors (Canada)
Ontario, Canada
$546K +$44.7K +1,175 +7%
KWM
1406
Keebeck Wealth Management
Illinois
$546K +$267K +7,000 +101%
PFBT
1407
Parkside Financial Bank & Trust
Missouri
$536K +$24.2K +636 +5%
CHAM
1408
Clear Harbor Asset Management
Connecticut
$535K -$10.5K -275 -2%
CG
1409
CFO4Life Group
Texas
$534K -$230K -6,039 -31%
PMFA
1410
Plante Moran Financial Advisors
Michigan
$531K -$42.7K -1,121 -8%
EFSCE
1411
Enterprise Financial Services Corp (EFSC)
Missouri
$531K -$18.3K -480 -3%
MPPLM
1412
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$530K +$17.4K +456 +3%
FC
1413
Forte Capital
New York
$527K +$110K +2,896 +27%
NBG
1414
Nancy B. Gardiner
$526K
NJBEST
1415
New Jersey Better Educational Savings Trust
New Jersey
$526K
CWM
1416
Centric Wealth Management
Illinois
$524K +$332K +8,707 +184%
IP
1417
Intellectus Partners
California
$522K -$4.15K -109 -0.8%
VCAM
1418
Van Cleef Asset Management
Ohio
$518K
FWM
1419
Fairhaven Wealth Management
Illinois
$518K +$126K +3,318 +33%
CPO
1420
Cerity Partners OCIO
New York
$516K +$54.3K +1,427 +12%
OBGC
1421
O'Brien Greene & Co
Pennsylvania
$515K -$95.2K -2,500 -16%
IIC
1422
Integrated Investment Consultants
Michigan
$515K +$22.5K +592 +5%
ACM
1423
Alethea Capital Management
Washington
$515K +$503K +13,206 New
OFW
1424
Omnia Family Wealth
Florida
$514K -$72.4K -1,900 -13%
CPA
1425
Court Place Advisors
Maryland
$514K