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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1001
Shufro Rose & Co
New York
$4.94M -$212K -1,385 -4%
WG
1002
Winton Group
United Kingdom
$4.94M +$5.22M +34,079 New
BC
1003
Burney Company
Virginia
$4.93M -$980K -6,400 -16%
SSB
1004
Sandy Spring Bank
Maryland
$4.93M -$143K -932 -3%
CAM
1005
Columbia Asset Management
Michigan
$4.92M -$311K -2,031 -6%
BP
1006
Ballentine Partners
Massachusetts
$4.91M +$352K +2,297 +7%
NEAM
1007
New England Asset Management
Connecticut
$4.9M -$740K -4,835 -12%
BA
1008
Baugh & Associates
Georgia
$4.9M +$314K +2,054 +6%
SWK
1009
Stephen W. Kidder
$4.89M -$141K -920 -3%
TPWA
1010
TRUE Private Wealth Advisors
Oregon
$4.88M -$170K -1,109 -3%
SBIA
1011
Sheaff Brock Investment Advisors
Indiana
$4.88M -$38.6K -252 -0.7%
TW
1012
Trajan Wealth
Arizona
$4.86M +$363K +2,372 +8%
Parallax Volatility Advisers
1013
Parallax Volatility Advisers
California
$4.85M +$5.13M +33,494 New
FAIM
1014
Financial Advocates Investment Management
Washington
$4.84M -$205K -1,339 -4%
SF
1015
Symphony Financial
Texas
$4.83M +$297K +1,940 +7%
DAS
1016
Diversify Advisory Services
Utah
$4.83M -$1.11M -7,278 -19%
CT
1017
Chicago Trust
Illinois
$4.83M -$70.1K -458 -1%
FTWA
1018
Fifth Third Wealth Advisors
Ohio
$4.82M -$570K -3,726 -10%
VWM
1019
Venturi Wealth Management
Texas
$4.81M +$637K +4,164 +14%
MHIC
1020
Marble Harbor Investment Counsel
Massachusetts
$4.8M -$30.6K -200 -0.6%
HL
1021
HeadInvest LLC
Maine
$4.78M +$195K +1,277 +4%
SAMC
1022
Spectrum Asset Management (California)
California
$4.76M +$35.1K +229 +0.7%
BMA
1023
Brooks Moore & Associates
Tennessee
$4.76M +$25.9K +169 +0.5%
SCI
1024
S&CO Inc
Massachusetts
$4.74M
FCP
1025
Fidelis Capital Partners
Florida
$4.74M +$32.1K +210 +0.7%