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Name Holding Trade Value Shares
Change
Change in
Stake
APSI
901
Asset Planning Services Inc
Louisiana
$5.49M +$19.4K +400 +0.4%
WA
902
Wasatch Advisors
Utah
$5.47M -$882K -18,153 -15%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.46M -$97.3K -2,002 -2%
WIC
904
Whitegate Investment Counselors
New Hampshire
$5.45M +$1.74M +35,778 +55%
Kayne Anderson Rudnick Investment Management
905
Kayne Anderson Rudnick Investment Management
California
$5.45M -$27.2K -559 -0.6%
PAM
906
Private Asset Management
California
$5.43M -$55.7K -1,147 -1%
PWM
907
Perigon Wealth Management
California
$5.42M -$18.8K -386 -0.4%
FB
908
Fulton Bank
Pennsylvania
$5.41M +$418K +8,604 +9%
SWM
909
Segment Wealth Management
Texas
$5.4M +$30.4K +626 +0.6%
JAM
910
Jolley Asset Management
North Carolina
$5.39M -$293K -6,022 -6%
CB
911
Cadence Bank
Mississippi
$5.36M +$33.7K +694 +0.7%
PIM
912
Progressive Investment Management
Oregon
$5.33M -$86K -1,769 -2%
PFA
913
Paradigm Financial Advisors
Missouri
$5.29M -$282K -5,799 -6%
GWM
914
Greenwich Wealth Management
Connecticut
$5.29M -$32.8K -675 -0.7%
VanEck Associates
915
VanEck Associates
New York
$5.28M -$655K -13,490 -12%
HTHT
916
Hemenway Trust Hemenway Trust
New Hampshire
$5.28M -$853K -17,565 -15%
B
917
Bellecapital
Switzerland
$5.27M -$589K -12,115 -11%
BL
918
BFSG LLC
California
$5.27M -$78.5K -1,616 -2%
LFAS
919
Level Four Advisory Services
Texas
$5.24M -$174K -3,575 -4%
LWAC
920
Laurel Wealth Advisors (California)
California
$5.22M +$135K +2,781 +3%
SFG
921
SevenBridge Financial Group
Pennsylvania
$5.2M +$73.1K +1,505 +2%
GFPC
922
Global Financial Private Capital
Florida
$5.2M -$112K -2,310 -2%
PP
923
Pegasus Partners
Wisconsin
$5.2M +$326K +6,705 +7%
ED
924
Exane Derivatives
France
$5.2M +$3.89M +80,016 +461%
SWM
925
Stockman Wealth Management
Montana
$5.19M -$480K -9,880 -9%