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Name Holding Trade Value Shares
Change
Change in
Stake
BONST
1801
Bank of Nova Scotia Trust
Ontario, Canada
$389K -$34.5K -250 -8%
PMG
1802
ProVise Management Group
Florida
$389K +$50.1K +363 +15%
IIC
1803
Integrated Investment Consultants
Michigan
$388K -$114K -823 -23%
BLC
1804
Brown, Lisle/Cummings
Rhode Island
$387K -$690 -5 -0.2%
FPCP
1805
Fort Point Capital Partners
California
$387K
KIG
1806
Kennedy Investment Group
New Jersey
$387K +$379K +2,747 New
BFO
1807
Boston Family Office
Massachusetts
$387K -$378K -2,737 -50%
GA
1808
Geller Advisors
New York
$387K -$22.1K -160 -6%
VCM
1809
Vivaldi Capital Management
Illinois
$387K +$9.38K +68 +3%
AIP
1810
ARS Investment Partners
New York
$386K -$349K -2,531 -48%
CIM
1811
Contravisory Investment Management
Massachusetts
$384K +$50.9K +369 +16%
ACM
1812
Advance Capital Management
Michigan
$384K
PRWA
1813
Platte River Wealth Advisors
Colorado
$384K -$78.6K -570 -17%
IAS
1814
IMA Advisory Services
Colorado
$384K
EWP
1815
Engrave Wealth Partners
Texas
$383K +$90.1K +653 +31%
LP
1816
LMR Partners
United Kingdom
$381K +$373K +2,701 New
Eagle Capital Management (New York)
1817
Eagle Capital Management (New York)
New York
$380K
SHGA
1818
Sand Hill Global Advisors
California
$380K -$27.7K -201 -7%
ESCM
1819
Echo Street Capital Management
New York
$380K +$372K +2,694 New
LGA
1820
Lebenthal Global Advisors
New York
$379K -$303K -2,194 -45%
PCA
1821
Prosperity Capital Advisors
Ohio
$378K +$370K +2,685 New
TWM
1822
TriaGen Wealth Management
California
$378K
TAM
1823
Trillium Asset Management
Massachusetts
$378K -$21.5K -156 -5%
ACP
1824
Aveo Capital Partners
Colorado
$377K +$54.6K +396 +17%
C
1825
CEDRUS
Colorado
$376K +$135K +982 +58%