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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1476
Transamerica Financial Advisors
Florida
$2.63M +$1.48M +9,788 +142%
MA
1477
Modus Advisors
Minnesota
$2.63M -$5.73K -38 -0.2%
TBNY
1478
Trustco Bank (New York)
New York
$2.63M -$124K -824 -5%
ABP
1479
Arthur B. Page
$2.63M +$5.73K +38 +0.2%
SC
1480
Searle & Co
Connecticut
$2.62M
FG
1481
Fiduciary Group
Georgia
$2.62M +$118K +783 +5%
NW
1482
Naviter Wealth
Arkansas
$2.62M +$1.07M +7,089 +75%
WTB
1483
Washington Trust Bank
Washington
$2.62M -$146K -965 -5%
RFA
1484
Resurgent Financial Advisors
Georgia
$2.61M -$82.1K -544 -3%
CASC
1485
Coppell Advisory Solutions Corp
Texas
$2.61M +$2.5M +16,562 New
VCP
1486
Verus Capital Partners
Arizona
$2.61M -$101K -670 -4%
JWM
1487
Jeppson Wealth Management
California
$2.61M +$10.6K +70 +0.4%
RIA
1488
Realta Investment Advisors
Delaware
$2.61M -$23.8K -158 -0.9%
SPI
1489
Sutton Place Investors
New York
$2.6M +$573K +3,799 +30%
EDRH
1490
Edmond de Rothschild Holding
Switzerland
$2.6M -$11.1M -73,412 -82%
TSWM
1491
Triangle Securities Wealth Management
North Carolina
$2.6M +$47.2K +313 +2%
GAM
1492
Gotham Asset Management
New York
$2.59M -$215K -1,424 -8%
CAGAS
1493
Capital Advisory Group Advisory Services
Minnesota
$2.59M +$342K +2,269 +16%
VCAM
1494
Van Cleef Asset Management
Ohio
$2.58M +$26.6K +176 +1%
NF
1495
Nvest Financial
New Hampshire
$2.58M +$92.4K +612 +4%
FFN
1496
Focus Financial Network
Minnesota
$2.56M -$8.04M -53,307 -77%
CAC
1497
Certified Advisory Corp
Florida
$2.56M +$16K +106 +0.7%
CCFM
1498
Clear Creek Financial Management
Washington
$2.56M +$770K +5,100 +46%
CWM
1499
Chesapeake Wealth Management
Virginia
$2.55M -$52.2K -346 -2%
CCM
1500
Chilton Capital Management
Texas
$2.54M -$12.5K -83 -0.5%