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Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PFS Investments
Georgia
$9.01M +$5.81M +32,896 +210%
Creative Planning
127
Creative Planning
Kansas
$8.94M +$179K +1,014 +2%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$8.32M +$556K +3,151 +7%
FPFS
129
First Personal Financial Services
North Carolina
$8.21M +$224K +1,268 +3%
AAM
130
AR Asset Management
California
$8.16M
LI
131
Lafayette Investments
Maryland
$8.14M +$151K +854 +2%
LI
132
LMCG Investments
Massachusetts
$8.06M -$107K -607 -1%
BL
133
BCWM LLC
Kansas
$8.03M +$79.1K +448 +1%
EAM
134
Erste Asset Management
Austria
$8.01M +$7.83M +44,362 New
SCA
135
Stonebridge Capital Advisors
Minnesota
$8.01M +$840K +4,760 +12%
Cerity Partners
136
Cerity Partners
New York
$7.97M +$5.55M +31,474 +252%
MIM
137
Manitou Investment Management
Ontario, Canada
$7.93M -$565K -3,200 -7%
KA
138
Kerrisdale Advisers
Florida
$7.76M +$7.56M +42,839 New
AMBIA
139
Allen Mooney & Barnes Investment Advisors
Georgia
$7.69M +$320K +1,814 +4%
ECG
140
Edge Capital Group
Georgia
$7.63M +$150K +850 +2%
LOPW
141
Live Oak Private Wealth
North Carolina
$7.59M +$562K +3,186 +8%
WP
142
WealthPLAN Partners
Nebraska
$7.56M -$9.03M -51,152 -55%
TCOV
143
Trust Company of Vermont
Vermont
$7.56M +$92.7K +525 +1%
Millennium Management
144
Millennium Management
New York
$7.49M -$32M -181,329 -81%
CA
145
Callahan Advisors
Texas
$7.47M +$1.04M +5,905 +17%
OHIS
146
Oak Harvest Investment Services
Texas
$7.4M +$860K +4,875 +14%
ACIM
147
Azimuth Capital Investment Management
Michigan
$7.25M -$27.4K -155 -0.4%
AM
148
Atwater Malick
Pennsylvania
$7.22M +$131K +745 +2%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$7.19M +$206K +1,170 +3%
TTWM
150
TCV Trust & Wealth Management
Virginia
$7.09M +$51.4K +291 +0.7%