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Name Holding Trade Value Shares
Change
Change in
Stake
LM
126
Lincluden Management
Ontario, Canada
$7.46M
Creative Planning
127
Creative Planning
Kansas
$7.38M +$731K +4,993 +11%
SCTC
128
Sanibel Captiva Trust Company
Florida
$7.37M -$773K -5,281 -10%
GCAC
129
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.14M -$617K -4,215 -8%
SCA
130
Stonebridge Capital Advisors
Minnesota
$7.12M -$267K -1,821 -4%
AI
131
Atria Investments
North Carolina
$6.88M +$1.81M +12,379 +37%
RSVP
132
Ramsay Stattman Vela & Price
Colorado
$6.86M -$671K -4,586 -9%
KAS
133
Kestra Advisory Services
Texas
$6.72M +$791K +5,404 +14%
AAM
134
AR Asset Management
California
$6.69M -$14.6K -100 -0.2%
SHA
135
Seneca House Advisors
Virginia
$6.29M +$326K +2,225 +6%
BWM
136
Bulltick Wealth Management
Florida
$6.17M +$468K +3,200 +8%
AMBIA
137
Allen Mooney & Barnes Investment Advisors
Georgia
$6.16M -$44.9K -307 -0.7%
CA
138
Callahan Advisors
Texas
$6.16M -$916K -6,257 -13%
William Blair & Company
139
William Blair & Company
Illinois
$6.03M -$765K -5,226 -11%
AM
140
Atwater Malick
Pennsylvania
$6M -$359K -2,456 -6%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$6M -$1.7M -11,639 -23%
KCPG
142
Kavar Capital Partners Group
Kansas
$5.96M -$5.19M -35,459 -47%
FPFS
143
First Personal Financial Services
North Carolina
$5.9M -$59K -403 -1%
FNBT
144
FineMark National Bank & Trust
Florida
$5.83M +$2.17M +14,804 +61%
AC
145
Addenda Capital
Quebec, Canada
$5.79M -$14.9K -102 -0.3%
TTWM
146
TCV Trust & Wealth Management
Virginia
$5.7M -$84K -574 -1%
SAM
147
Silvercrest Asset Management
New York
$5.64M -$342K -2,339 -6%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$5.63M -$2.03M -13,886 -27%
TC
149
TownSquare Capital
Utah
$5.6M -$140K -956 -2%
MWM
150
Moran Wealth Management
Florida
$5.59M +$314K +2,145 +6%