Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
1001
Financial Architects (New Jersey)
New Jersey
$1.29M +$53.6K +427 +5%
LNWWM
1002
Laird Norton Wetherby Wealth Management
California
$1.29M -$206K -1,640 -15%
DCM
1003
Dupont Capital Management
Delaware
$1.28M -$712K -5,678 -37%
CWM
1004
Cornerstone Wealth Management
Missouri
$1.28M +$173K +1,383 +17%
MGP
1005
Metis Global Partners
California
$1.28M +$1.2M +9,561 New
BFIM
1006
Beese Fulmer Investment Management
Ohio
$1.27M -$95.3K -760 -7%
BIM
1007
Baldwin Investment Management
Pennsylvania
$1.27M +$42K +335 +4%
BHA
1008
Beech Hill Advisors
New York
$1.27M -$147K -1,170 -11%
IB
1009
Intrust Bank
Kansas
$1.27M -$171K -1,367 -13%
GCS
1010
Gordian Capital (Singapore)
Singapore
$1.27M +$1.19M +9,500 New
LWM
1011
Laidlaw Wealth Management
New York
$1.27M +$1.19M +9,481 New
PGWM
1012
Parisi Gray Wealth Management
New Jersey
$1.27M +$32.5K +259 +3%
ECM
1013
Evergreen Capital Management
Washington
$1.26M -$148K -1,179 -11%
BP
1014
Ballentine Partners
Massachusetts
$1.26M +$11.5K +92 +1%
CCP
1015
Clarkston Capital Partners
Michigan
$1.26M -$176K -1,403 -13%
ORC
1016
O'Rourke & Company
Massachusetts
$1.25M +$1.18M +9,372 New
MSE
1017
MUFG Securities EMEA
United Kingdom
$1.25M +$906K +7,226 +337%
SFG
1018
Summit Financial Group
West Virginia
$1.25M -$53.9K -430 -4%
DPIM
1019
Duff & Phelps Investment Management
Illinois
$1.25M -$43.9K -350 -4%
VI
1020
Versor Investments
New York
$1.24M +$1.17M +9,300 New
IAMOG
1021
Investors Asset Management of Georgia
Georgia
$1.24M +$93.4K +745 +9%
SFCL
1022
Strengthening Families & Communities LLC
Massachusetts
$1.24M +$1.16M +9,274 New
ACI
1023
Alpha Cubed Investments
California
$1.24M -$49.4K -394 -4%
CCT
1024
Capital City Trust
Florida
$1.23M -$197K -1,571 -15%
CI
1025
Ceera Investments
Texas
$1.23M -$26.6K -212 -2%