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Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
1001
Advanced Asset Management Advisors
Ohio
$3.21M
EB
1002
Eastern Bank
Massachusetts
$3.19M -$98.2K -2,389 -3%
PCA
1003
Personal Capital Advisors
California
$3.18M +$129K +3,150 +5%
MCC
1004
Money Concepts Capital
Florida
$3.17M +$2.91M +70,769 New
BOCM
1005
Bontempo Ohly Capital Management
Maryland
$3.15M +$80.3K +1,954 +3%
H
1006
HoyleCohen
California
$3.15M +$1.31M +31,933 +83%
SFO
1007
Stokes Family Office
Louisiana
$3.15M +$292K +7,116 +11%
NSAM
1008
North Star Asset Management
Wisconsin
$3.15M +$49.3K +1,200 +2%
LFAS
1009
Level Four Advisory Services
Texas
$3.14M -$530K -12,886 -16%
HIC
1010
Holderness Investments Company
North Carolina
$3.14M -$149K -3,622 -5%
LIM
1011
Leavell Investment Management
Alabama
$3.14M +$42.5K +1,035 +1%
IFAM
1012
Institutional & Family Asset Management
Colorado
$3.13M -$207K -5,048 -7%
CCA
1013
Catalyst Capital Advisors
New York
$3.13M +$122K +2,978 +4%
BO
1014
BRR OpCo
Ohio
$3.12M -$1.39M -33,866 -33%
BFO
1015
Boston Family Office
Massachusetts
$3.12M -$450K -10,945 -14%
EF
1016
Empirical Finance
Pennsylvania
$3.11M +$302K +7,337 +12%
BHC
1017
Bowen Hanes & Co
Florida
$3.11M -$453K -11,020 -14%
CIP
1018
Convergence Investment Partners
Florida
$3.11M -$788K -19,180 -22%
MIFH
1019
Migdal Insurance & Financial Holdings
Israel
$3.1M -$46.8K -1,139 -2%
MP
1020
McDonald Partners
Ohio
$3.1M +$2.85M +69,356 New
MSRPS
1021
Maryland State Retirement & Pension System
Maryland
$3.09M +$2.83M +68,857 New
CFA
1022
Carroll Financial Associates
North Carolina
$3.09M -$51.9K -1,262 -2%
BOC
1023
Barbara Oil Co
Illinois
$3.09M
CWM
1024
Concentric Wealth Management
California
$3.07M +$130K +3,165 +5%
MWM
1025
Marietta Wealth Management
Georgia
$3.07M +$53.1K +1,291 +2%