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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
601
BDO Wealth Advisors
Florida
$3.4M +$136K +1,044 +4%
CYG
602
Clean Yield Group
Vermont
$3.39M +$844K +6,470 +33%
SCF
603
Sante Capital Fund
Texas
$3.36M +$3.37M +25,849 New
AWA
604
Aaron Wealth Advisors
Illinois
$3.36M +$28.2K +216 +0.8%
FWCM
605
Ferguson Wellman Capital Management
Oregon
$3.35M +$34.4K +264 +1%
IA
606
IFG Advisory
Georgia
$3.34M +$34.2K +262 +1%
SIC
607
SFE Investment Counsel
California
$3.34M +$275K +2,110 +9%
JWCA
608
J.W. Cole Advisors
Florida
$3.34M +$124K +951 +4%
FAP
609
Financial Advisory Partners
Florida
$3.34M +$172K +1,319 +5%
CAM
610
Cresset Asset Management
Illinois
$3.34M -$525K -4,025 -14%
BAS
611
Brown Advisory Securities
Maryland
$3.32M -$324K -2,487 -9%
FCBT
612
First Citizens Bank & Trust
North Carolina
$3.32M +$320K +2,455 +11%
Cerity Partners
613
Cerity Partners
New York
$3.32M +$632K +4,843 +20%
PI
614
PEAK6 Investments
Illinois
$3.32M +$648K +4,967 +24%
NC
615
NewSquare Capital
Pennsylvania
$3.3M +$328K +2,513 +11%
AAM
616
AR Asset Management
California
$3.29M
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$3.28M -$154K -1,182 -4%
SCM
618
Schnieders Capital Management
California
$3.26M -$659K -5,051 -17%
ACM
619
Advent Capital Management
New York
$3.25M +$3.26M +25,000 New
PCM
620
Palouse Capital Management
Washington
$3.25M -$37.3K -286 -1%
NC
621
NovaPoint Capital
Georgia
$3.24M +$132K +1,012 +4%
MCM
622
Maryland Capital Management
Maryland
$3.24M +$2.91M +22,344 +859%
Vanguard Personalized Indexing Management
623
Vanguard Personalized Indexing Management
California
$3.24M +$977K +7,495 +43%
RG
624
Rathbones Group
United Kingdom
$3.23M -$66.5K -510 -2%
SWMG
625
Signature Wealth Management Group
Georgia
$3.23M +$356K +2,732 +12%