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Name Holding Trade Value Shares
Change
Change in
Stake
FG
1001
Formula Growth
Quebec, Canada
$839K +$606K +25,000 New
RCAG
1002
Rehmann Capital Advisory Group
Michigan
$838K -$1.89K -78 -0.3%
BTW
1003
Boston Trust Walden
Massachusetts
$833K -$9.67K -399 -2%
APW
1004
Aventura Private Wealth
Florida
$831K +$446K +18,408 +289%
SMA
1005
Sage Mountain Advisors
Georgia
$829K +$111K +4,583 +23%
TBNY
1006
Trustco Bank (New York)
New York
$827K -$53.9K -2,225 -8%
BA
1007
Bridgewater Advisors
New York
$824K +$45K +1,857 +9%
JSL
1008
JT Stratford LLC
Georgia
$820K +$373K +15,380 +170%
GLF
1009
Groupe la Francaise
France
$819K -$599K -24,709 -47%
PPWP
1010
Premier Path Wealth Partners
New Jersey
$817K +$66.8K +2,759 +13%
WTG
1011
West Tower Group
Virginia
$815K +$589K +24,300 New
WAM
1012
Weatherly Asset Management
California
$814K -$25.5K -1,053 -4%
PTC
1013
Private Trust Company
Ohio
$808K -$128K -5,275 -18%
FFL
1014
Future Fund LLC
Illinois
$808K +$583K +24,074 New
SC
1015
Sapient Capital
Indiana
$808K -$62.1K -2,565 -10%
BMC
1016
Beaton Management Company
Massachusetts
$805K
IIL
1017
Insight Inv LLC
California
$803K +$72.4K +2,988 +14%
CPA
1018
Capital Performance Advisors
California
$802K +$200K +8,254 +53%
AA
1019
Alta Advisers
United Kingdom
$796K -$46K -1,900 -7%
AL
1020
Arnhold LLC
New York
$796K
SCP
1021
Sandhill Capital Partners
New York
$795K -$29.1K -1,200 -5%
I2I
1022
Insight 2811 Inc
Illinois
$793K +$3.78K +156 +0.7%
HWAM
1023
Hennion & Walsh Asset Management
New Jersey
$785K +$60.6K +2,503 +12%
HIP
1024
Harrell Investment Partners
Texas
$784K +$4.84K +200 +0.9%
FCIM
1025
Fairview Capital Investment Management
California
$784K -$15.5K -640 -3%