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Name Holding Trade Value Shares
Change
Change in
Stake
DI
901
DFPG Investments
Utah
$5.08M -$99.5K -1,948 -2%
AFA
902
Abacus FCF Advisors
Florida
$5.07M +$1.98M +38,672 +63%
WIS
903
Wright Investors Service
Connecticut
$5.05M -$2.46M -48,080 -32%
WKWM
904
Walter & Keenan Wealth Management
Indiana
$5.04M +$30.7K +600 +0.6%
CG
905
Caprock Group
Idaho
$5.04M -$222K -4,354 -4%
BCWM
906
Bartlett & Co Wealth Management
Ohio
$5.02M +$116K +2,277 +2%
BC
907
Bartlett & Co
Ohio
$5.02M +$116K +2,277 +2%
CNBT
908
Canandaigua National Bank & Trust
New York
$5M -$250K -4,895 -5%
CWM
909
Cordatus Wealth Management
Pennsylvania
$5M -$355K -6,949 -7%
ACG
910
Allen Capital Group
Nebraska
$4.99M +$376K +7,368 +8%
BBHC
911
Brown Brothers Harriman & Co
New York
$4.96M -$453K -8,876 -8%
EW
912
Evexia Wealth
Wisconsin
$4.94M +$209K +4,095 +4%
CT
913
Coastline Trust
Rhode Island
$4.92M -$5.11K -100 -0.1%
KCM
914
Kempner Capital Management
Texas
$4.91M -$1.43K -28 -0%
NSEDCP
915
NJ State Employees Deferred Compensation Plan
New Jersey
$4.9M
BB
916
Berkshire Bank
Massachusetts
$4.89M +$874K +17,112 +21%
HL
917
HeadInvest LLC
Maine
$4.89M -$85K -1,664 -2%
FCH
918
Freestone Capital Holdings
Washington
$4.88M -$22.6K -443 -0.5%
WAOTB
919
Wealth Advisors of Tampa Bay
Florida
$4.88M -$4.77M -93,435 -49%
LOAME
920
Lombard Odier Asset Management (Europe)
United Kingdom
$4.87M +$72.2K +1,413 +1%
MA
921
Menlo Advisors
California
$4.87M
SWP
922
Strategic Wealth Partners
Ohio
$4.86M +$1.05M +20,459 +27%
CCG
923
Cypress Capital Group
Florida
$4.85M +$121K +2,361 +3%
CL
924
Choreo LLC
Illinois
$4.85M +$1.71M +33,489 +54%
EF
925
Exeter Financial
Arizona
$4.82M +$31.4K +615 +0.6%