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Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1051
Capital Advisors Inc
Oklahoma
$3.43M +$52.8K +1,111 +2%
TA
1052
Tiedemann Advisors
New York
$3.39M +$651K +13,699 +27%
MM
1053
Midas Management
New York
$3.38M
HAG
1054
HighPoint Advisor Group
Illinois
$3.38M +$250K +5,271 +9%
FPFS
1055
First Personal Financial Services
North Carolina
$3.38M -$763K -16,048 -20%
GCC
1056
Guardian Capital (Canada)
Ontario, Canada
$3.35M -$650K -13,679 -18%
EDRH
1057
Edmond de Rothschild Holding
Switzerland
$3.35M +$1.29M +27,182 +73%
VFA
1058
Valeo Financial Advisors
Indiana
$3.31M +$291K +6,114 +11%
PP
1059
Pegasus Partners
Wisconsin
$3.3M -$1.29M -27,154 -30%
LWM
1060
Lyell Wealth Management
California
$3.27M +$162K +3,410 +6%
HSA
1061
HBK Sorce Advisory
Pennsylvania
$3.26M -$205K -4,308 -6%
ECM
1062
Exchange Capital Management
Michigan
$3.24M -$32.3K -679 -1%
CWM
1063
Concentric Wealth Management
California
$3.24M +$3.56K +75 +0.1%
FIM
1064
Freedom Investment Management
Connecticut
$3.23M -$1.34M -28,219 -31%
BWAM
1065
Boyd Watterson Asset Management
Ohio
$3.22M -$88.4K -1,860 -3%
PCTC
1066
Perkins Coie Trust Company
Washington
$3.22M -$8.7K -183 -0.3%
Acadian Asset Management
1067
Acadian Asset Management
Massachusetts
$3.2M -$5.05M -106,189 -63%
ACP
1068
Aviance Capital Partners
Florida
$3.19M -$307K -6,457 -10%
FFWA
1069
FRG Family Wealth Advisors
Washington
$3.19M +$131K +2,748 +5%
WA
1070
WBH Advisory
Maryland
$3.18M -$2.14K -45 -0.1%
WAM
1071
Wolverine Asset Management
Illinois
$3.18M -$4.99M -105,076 -63%
ACA
1072
Anchor Capital Advisors
Massachusetts
$3.18M -$110K -2,323 -4%
CPA
1073
Capital Planning Advisors
California
$3.18M -$72.3K -1,522 -2%
FMTCOCP
1074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.17M -$481K -10,125 -14%
ECM
1075
Elgethun Capital Management
South Dakota
$3.16M +$51.6K +1,085 +2%