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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
251
Northwest Investment Counselors
Oregon
$3.01M +$6.15K +30 +0.2%
SC
252
Searle & Co
Connecticut
$2.99M
CB
253
Commerce Bank
Missouri
$2.97M -$189K -922 -6%
BZWA
254
Blue Zone Wealth Advisors
California
$2.97M +$2.46K +12 +0.1%
ASN
255
Advisory Services Network
Georgia
$2.94M +$230K +1,121 +9%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$2.92M +$373K +1,820 +16%
MC
257
Moors & Cabot
Massachusetts
$2.92M +$1.23K +6 +0%
CG
258
Colony Group
Massachusetts
$2.91M -$249K -1,214 -8%
RB
259
Rodgers Brothers
Pennsylvania
$2.91M -$155K -756 -5%
IWC
260
Integrated Wealth Concepts
Massachusetts
$2.91M +$1.37M +6,666 +102%
IIM
261
Ipswich Investment Management
Massachusetts
$2.89M -$32.8K -160 -1%
HIM
262
HughesLittle Investment Management
$2.88M -$2.67M -13,000 -50%
WC
263
Westhampton Capital
North Carolina
$2.88M +$615 +3 +0%
MWA
264
Meridian Wealth Advisors
Texas
$2.84M +$230K +1,120 +10%
SFO
265
Stokes Family Office
Louisiana
$2.81M +$18.9K +92 +0.7%
SGA
266
Strategic Global Advisors
California
$2.81M -$1.63M -7,956 -74%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$2.79M +$2.6M +12,685 New
BCM
268
Brookmont Capital Management
Texas
$2.79M -$121K -588 -4%
PSUF
269
People's United Financial
Connecticut
$2.78M -$169K -826 -6%
NGA
270
Naples Global Advisors
Florida
$2.76M
MAM
271
Mystic Asset Management
Rhode Island
$2.75M +$2.56M +12,493 New
WCF
272
West Coast Financial
California
$2.74M +$22.8K +111 +0.9%
CGH
273
Crossmark Global Holdings
Texas
$2.73M -$209K -1,020 -8%
VVP
274
Venture Visionary Partners
Ohio
$2.72M -$1.64K -8 -0.1%
RWA
275
Roberts Wealth Advisors
California
$2.69M +$48.2K +235 +2%