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Name Holding Trade Value Shares
Change
Change in
Stake
NP
776
NorthRock Partners
Minnesota
$3.21M +$644K +3,705 +25%
GT
777
Greenleaf Trust
Michigan
$3.2M +$76.1K +438 +2%
NEWAS
778
N.E.W. Advisory Services
Wisconsin
$3.18M -$2.95K -17 -0.1%
MA
779
Montag & Associates
Georgia
$3.18M +$15.6K +90 +0.5%
SFG
780
SevenBridge Financial Group
Pennsylvania
$3.17M +$30.4K +175 +1%
ABC
781
Associated Banc-Corp
Wisconsin
$3.16M -$82.9K -477 -3%
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$3.16M +$46K +265 +1%
EF
783
Exeter Financial
Arizona
$3.16M +$22.2K +128 +0.7%
WSCM
784
Wellington Shields Capital Management
New York
$3.15M
MWM
785
Moran Wealth Management
Florida
$3.15M +$98.9K +569 +3%
TCOT
786
Trust Company of Toledo
Ohio
$3.15M +$220K +1,268 +7%
MP
787
McDonald Partners
Ohio
$3.14M +$19.3K +111 +0.6%
HTC
788
Haverford Trust Company
Pennsylvania
$3.14M +$1.11M +6,367 +54%
MGIA
789
Moneta Group Investment Advisors
Missouri
$3.13M -$87.7K -505 -3%
CWM
790
C2C Wealth Management
Arizona
$3.12M
DBIA
791
Dumont & Blake Investment Advisors
New Jersey
$3.11M +$1.55M +8,934 +99%
SCM
792
Sage Capital Management
New Jersey
$3.1M +$23.3K +134 +0.8%
TPCW
793
TD Private Client Wealth
New York
$3.1M +$258K +1,487 +9%
AIS
794
American Investment Services
Massachusetts
$3.09M +$479K +2,755 +18%
CIAS
795
CFS Investment Advisory Services
New Jersey
$3.09M +$3.11M +17,876 New
PI
796
Pettee Investors
Connecticut
$3.09M -$343K -1,975 -10%
DWA
797
Douglass Winthrop Advisors
New York
$3.09M -$131K -755 -4%
NFG
798
Nations Financial Group
Iowa
$3.08M +$268K +1,540 +9%
BJL
799
Brighton Jones LLC
Washington
$3.07M +$45.2K +260 +1%
ECM
800
EagleClaw Capital Management
Massachusetts
$3.07M