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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Barrett Asset Management
New York
$331K +$274K +1,054 +878%
HNWAG
702
High Net Worth Advisory Group
Florida
$330K +$304K +1,170 New
9WM
703
9258 Wealth Management
Ohio
$324K +$298K +1,147 New
QI
704
Qtron Investments
Massachusetts
$323K
SCM
705
Shelton Capital Management
Colorado
$323K
FFM
706
Forum Financial Management
Illinois
$323K +$297K +1,145 New
BPA
707
Beacon Pointe Advisors
California
$322K -$4.15K -16 -1%
LCP
708
Legacy Capital Partners
Wisconsin
$317K
AFM
709
Andesa Financial Management
Pennsylvania
$317K +$38.7K +149 +15%
SGA
710
Sustainable Growth Advisers
Connecticut
$316K
MA
711
Mutual Advisors
Nebraska
$314K +$2.6K +10 +0.9%
P
712
Pitcairn
Pennsylvania
$311K
Kovitz Investment Group Partners
713
Kovitz Investment Group Partners
Illinois
$310K +$80.4K +310 +22%
CFFP
714
Center for Financial Planning
Michigan
$308K
AFAS
715
Acorn Financial Advisory Services
Virginia
$301K +$3.11K +12 +1%
EI
716
Ellevest Inc
New York
$300K +$212K +818 +331%
FLII
717
First Long Island Investors
New York
$296K +$272K +1,049 New
CCG
718
Cypress Capital Group
Florida
$295K +$45.7K +176 +20%
CIM
719
CIM Investment Management
Pennsylvania
$295K +$271K +1,044 New
E
720
Ergoteles
New York
$293K +$269K +1,037 New
QCM
721
Quantinno Capital Management
New York
$292K +$269K +1,036 New
PNAA
722
Pictet North America Advisors
Switzerland
$291K -$13K -50 -5%
BAAM
723
Baker Avenue Asset Management
California
$290K +$267K +1,029 New
GIA
724
Gateway Investment Advisers
Ohio
$289K -$24.7K -95 -8%
Brown Advisory
725
Brown Advisory
Maryland
$288K +$20.5K +79 +8%