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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
701
Asset Dedication LLC
California
$1.25M +$333 +2 +0%
BCV
702
Banque Cantonale Vaudoise
Switzerland
$1.24M
IFWM
703
Institute for Wealth Management
Colorado
$1.23M -$18.6K -112 -2%
ETH
704
Exos TFP Holdings
New York
$1.22M +$645K +3,877 +119%
RC
705
Roundview Capital
New Jersey
$1.22M +$25.8K +155 +2%
CG
706
Caprock Group
Idaho
$1.21M +$57.9K +348 +5%
CCM
707
Coldstream Capital Management
Washington
$1.21M -$11.5K -69 -1%
WANY
708
Wealthspire Advisors (New York)
New York
$1.21M -$333K -2,000 -22%
PTC
709
Private Trust Company
Ohio
$1.21M +$29.8K +179 +3%
EP
710
Eudaimonia Partners
Tennessee
$1.2M -$12.3K -74 -1%
LSA
711
Lion Street Advisors
Texas
$1.2M -$568K -3,412 -33%
SAM
712
Sycomore Asset Management
France
$1.2M +$102K +612 +9%
DT
713
Diversified Trust
Tennessee
$1.19M +$416K +2,501 +56%
CBFP
714
Cedar Brook Financial Partners
Ohio
$1.19M -$13.3K -80 -1%
JIC
715
Johnson Investment Counsel
Ohio
$1.18M +$29.6K +178 +3%
AF
716
Allworth Financial
California
$1.18M -$229K -1,377 -17%
MNBTD
717
Moody National Bank Trust Division
Texas
$1.18M -$68.3K -410 -6%
SIAG
718
Signet Investment Advisory Group
Rhode Island
$1.18M -$275K -1,654 -19%
MC
719
Maverick Capital
Texas
$1.17M +$256K +1,539 +29%
SAM
720
Sawgrass Asset Management
Florida
$1.17M -$39.1K -235 -3%
WSTAM
721
Wilbanks Smith & Thomas Asset Management
Virginia
$1.17M +$99.5K +598 +10%
BIM
722
Baldwin Investment Management
Pennsylvania
$1.16M +$999 +6 +0.1%
PWP
723
Principle Wealth Partners
Connecticut
$1.15M
AA
724
ALPS Advisors
Colorado
$1.15M -$56.6K -340 -5%
GI
725
GAMCO Investors
Connecticut
$1.15M