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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
851
Valicenti Advisory Services
New York
$4.98M +$1.64M +6,280 +55%
DJSG
852
D.J. St. Germain
Massachusetts
$4.96M -$262 -1 -0%
SAI
853
Savvy Advisors Inc
New York
$4.96M +$190K +725 +4%
Fayez Sarofim & Co
854
Fayez Sarofim & Co
Texas
$4.95M -$92.9K -355 -2%
BFA
855
Bill Few Associates
Pennsylvania
$4.95M +$164K +625 +4%
Envestnet Portfolio Solutions
856
Envestnet Portfolio Solutions
Illinois
$4.94M -$472K -1,802 -9%
RCM
857
RNC Capital Management
California
$4.94M -$225K -861 -5%
ANTB
858
AMG National Trust Bank
Colorado
$4.93M -$95K -363 -2%
BC
859
Burney Company
Virginia
$4.92M +$49.2K +188 +1%
NGA
860
Naples Global Advisors
Florida
$4.92M +$89K +340 +2%
M
861
MOTCO
Texas
$4.91M +$3.98M +15,188 +687%
NEWAS
862
N.E.W. Advisory Services
Wisconsin
$4.9M -$6.54K -25 -0.1%
CCG
863
Cypress Capital Group
Florida
$4.9M -$78.5K -300 -2%
LBWM
864
Left Brain Wealth Management
Illinois
$4.9M -$29.1K -111 -0.6%
RWM
865
Ritholtz Wealth Management
New York
$4.89M +$524K +2,002 +13%
TCOT
866
Trust Company of Toledo
Ohio
$4.89M -$16.2K -62 -0.4%
CIA
867
Citadel Investment Advisory
Ohio
$4.85M
QIM
868
Quantitative Investment Management
Virginia
$4.84M +$4.49M +17,156 New
PCTC
869
Perkins Coie Trust Company
Washington
$4.83M -$172K -659 -4%
IWM
870
IHT Wealth Management
Illinois
$4.82M +$116K +444 +3%
CWS
871
Confluence Wealth Services
Pennsylvania
$4.8M +$617K +2,358 +16%
PI
872
Pettee Investors
Connecticut
$4.78M +$553K +2,114 +14%
PCMK
873
Paragon Capital Management (Kansas)
Kansas
$4.78M -$33.2K -127 -0.7%
SCA
874
Stonebridge Capital Advisors
Minnesota
$4.77M -$67.3K -257 -1%
PAI
875
Pittenger & Anderson Inc
Nebraska
$4.76M +$146K +557 +3%