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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Cresset Asset Management
Illinois
$225K +$223K +3,141 New
TC
402
TwinBeech Capital
New York
$222K +$220K +3,101 New
BOM
403
Bank of Marin
California
$220K -$16K -225 -7%
AB
404
Atlas Brown
Kentucky
$215K
CAAS
405
Capital Asset Advisory Services
Michigan
$214K -$12.6K -178 -6%
KFP
406
KB Financial Partners
New Jersey
$213K +$211K +2,968 New
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$210K +$208K +2,938 New
BBHC
408
Brown Brothers Harriman & Co
New York
$205K +$104M +1,469,324 +106%
AII
409
AGF Investments Inc
Ontario, Canada
$186K -$11.6K -164 -6%
VFA
410
Valeo Financial Advisors
Indiana
$186K
EIP
411
Ellis Investment Partners
Pennsylvania
$166K
S
412
SignatureFD
Georgia
$153K +$2.06K +29 +1%
SPIA
413
Steward Partners Investment Advisory
New York
$149K +$34.1K +481 +30%
Toronto Dominion Bank
414
Toronto Dominion Bank
Ontario, Canada
$147K -$13.6K -192 -9%
IA
415
IFP Advisors
Florida
$141K +$2.48K +35 +2%
FPS
416
Fieldpoint Private Securities
Connecticut
$138K -$13.9K -196 -9%
IA
417
IndexIQ Advisors
New York
$115K +$6.74K +95 +6%
FHA
418
First Horizon Advisors
Tennessee
$103K +$14.6K +206 +17%
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$102K -$40.2K -566 -28%
FF
420
FourThought Financial
Florida
$99K
1IA
421
1834 Investment Advisors
Wisconsin
$97K
MAM
422
Meeder Asset Management
Ohio
$90K +$53.6K +755 +151%
BC
423
Bartlett & Co
Ohio
$86K
BCWM
424
Bartlett & Co Wealth Management
Ohio
$85.9K
RTC
425
Riverview Trust Company
Washington
$84K