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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
876
Rikoon Group
New Mexico
$7.2M +$20.1K +73 +0.3%
SWM
877
Sugarloaf Wealth Management
Georgia
$7.2M +$291K +1,054 +5%
DAS
878
Dynamic Advisor Solutions
Arizona
$7.18M +$771K +2,798 +13%
IA
879
IFP Advisors
Florida
$7.17M +$1.23M +4,467 +24%
EIM
880
Essex Investment Management
Massachusetts
$7.16M -$340K -1,235 -5%
BUB
881
BBVA USA Bancshares
Texas
$7.14M -$488K -1,772 -7%
ET
882
Equitable Trust
Tennessee
$7.12M -$865K -3,139 -12%
HCM
883
Harvey Capital Management
Florida
$7.08M +$2.82M +10,235 +79%
RCYC
884
Richard C. Young & Co
Rhode Island
$7.07M +$524K +1,900 +9%
MWM
885
Marietta Wealth Management
Georgia
$7.06M +$309K +1,121 +5%
BHWM
886
Bar Harbor Wealth Management
New Hampshire
$7.06M -$630K -2,285 -9%
HFM
887
Hartford Financial Management
Connecticut
$7.02M +$57.3K +208 +0.9%
SAM
888
Socorro Asset Management
Texas
$7M +$415K +1,507 +7%
NC
889
NovaPoint Capital
Georgia
$6.93M -$59.3K -215 -0.9%
BPA
890
Beacon Pointe Advisors
California
$6.92M -$560K -2,030 -8%
RE
891
RBC Europe
United Kingdom
$6.91M +$3.14M +11,399 +101%
CCM
892
Copeland Capital Management
Pennsylvania
$6.9M +$40.5K +147 +0.7%
CPA
893
Court Place Advisors
Maryland
$6.89M -$32.8K -119 -0.5%
WIA
894
Wealthstreet Investment Advisors
Texas
$6.89M +$20.9K +76 +0.3%
BFO
895
Boston Family Office
Massachusetts
$6.89M -$122K -443 -2%
GT
896
Greenleaf Trust
Michigan
$6.84M +$194K +705 +3%
HCA
897
Harbour Capital Advisors
Virginia
$6.81M +$808K +2,931 +15%
TCA
898
Transcend Capital Advisors
New Jersey
$6.77M -$57.9K -210 -0.9%
MFAM
899
Motley Fool Asset Management
Virginia
$6.76M -$898K -3,259 -13%
MJP
900
Michael J. Puzo
$6.75M +$551 +2 +0%
34 35
36
37 38