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Name Holding Trade Value Shares
Change
Change in
Stake
SP
751
SWS Partners
Ohio
$3.34M +$115K +329 +3%
BTI
752
Blue Trust Inc
Georgia
$3.33M -$971K -2,768 -22%
EAM
753
EFG Asset Management
Oregon
$3.33M -$405K -1,154 -10%
GH
754
GAM Holding
Switzerland
$3.33M -$325K -926 -8%
GIA
755
Gladstone Institutional Advisory
Florida
$3.32M +$79.7K +227 +2%
FB
756
First Bancorp
Maine
$3.3M +$1.74M +4,971 +100%
LA
757
Lifeworks Advisors
Michigan
$3.29M +$316K +901 +10%
YCM
758
Yaupon Capital Management
New York
$3.29M +$3.48M +9,905 New
AAM
759
Azzad Asset Management
Virginia
$3.28M -$856K -2,438 -20%
SFO
760
Stokes Family Office
Louisiana
$3.28M -$73K -208 -2%
GDP
761
Great Diamond Partners
Maine
$3.28M +$61.4K +175 +2%
MWM
762
MGB Wealth Management
Texas
$3.27M
CTA
763
Chesley Taft & Associates
Illinois
$3.26M +$94.8K +270 +3%
DAS
764
Dynamic Advisor Solutions
Arizona
$3.21M -$456K -1,299 -12%
LI
765
LMCG Investments
Massachusetts
$3.19M +$3.37M +9,605 New
VF
766
Virtu Financial
New York
$3.16M +$3.35M +9,533 New
EWM
767
Executive Wealth Management
Michigan
$3.16M +$321K +916 +11%
VCM
768
Voleon Capital Management
California
$3.14M +$3.32M +9,470 New
OWP
769
Obermeyer Wealth Partners
Colorado
$3.14M +$44.6K +127 +1%
Two Sigma Investments
770
Two Sigma Investments
New York
$3.14M -$6.5M -18,521 -66%
RPCONE
771
Retirement Planning Company of New England
Rhode Island
$3.13M -$26.3K -75 -0.8%
HWMO
772
Heritage Wealth Management (Ohio)
Ohio
$3.13M -$59.7K -170 -2%
CFIA
773
Cantor Fitzgerald Investment Advisors
New York
$3.12M -$90.5K -258 -3%
IWC
774
Integrated Wealth Concepts
Massachusetts
$3.07M +$252K +717 +8%
BP
775
Ballentine Partners
Massachusetts
$3.07M +$277K +790 +9%