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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
601
Essex Financial Services
Connecticut
$3.42M -$33.8K -259 -1%
BWA
602
BDO Wealth Advisors
Florida
$3.4M +$136K +1,044 +4%
CYG
603
Clean Yield Group
Vermont
$3.39M +$844K +6,470 +33%
SCF
604
Sante Capital Fund
Texas
$3.36M +$3.37M +25,849 New
AWA
605
Aaron Wealth Advisors
Illinois
$3.36M +$28.2K +216 +0.8%
FWCM
606
Ferguson Wellman Capital Management
Oregon
$3.35M +$34.4K +264 +1%
IA
607
IFG Advisory
Georgia
$3.34M +$34.2K +262 +1%
SIC
608
SFE Investment Counsel
California
$3.34M +$275K +2,110 +9%
JWCA
609
J.W. Cole Advisors
Florida
$3.34M +$124K +951 +4%
FAP
610
Financial Advisory Partners
Florida
$3.34M +$172K +1,319 +5%
CAM
611
Cresset Asset Management
Illinois
$3.34M -$525K -4,025 -14%
BAS
612
Brown Advisory Securities
Maryland
$3.32M -$324K -2,487 -9%
FCBT
613
First Citizens Bank & Trust
North Carolina
$3.32M +$320K +2,455 +11%
Cerity Partners
614
Cerity Partners
New York
$3.32M +$632K +4,843 +20%
PI
615
PEAK6 Investments
Illinois
$3.32M +$648K +4,967 +24%
NC
616
NewSquare Capital
Pennsylvania
$3.3M +$328K +2,513 +11%
AAM
617
AR Asset Management
California
$3.29M – – –
HWAM
618
Hennion & Walsh Asset Management
New Jersey
$3.28M -$154K -1,182 -4%
SCM
619
Schnieders Capital Management
California
$3.26M -$659K -5,051 -17%
ACM
620
Advent Capital Management
New York
$3.25M +$3.26M +25,000 New
PCM
621
Palouse Capital Management
Washington
$3.25M -$37.3K -286 -1%
NC
622
NovaPoint Capital
Georgia
$3.24M +$132K +1,012 +4%
MCM
623
Maryland Capital Management
Maryland
$3.24M +$2.91M +22,344 +859%
Vanguard Personalized Indexing Management
624
Vanguard Personalized Indexing Management
California
$3.24M +$977K +7,495 +43%
RG
625
Rathbones Group
United Kingdom
$3.23M -$66.5K -510 -2%