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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$3.45M +$401K +1,921 +12%
ACM
852
Ativo Capital Management
Illinois
$3.44M -$293K -1,403 -8%
AMM
853
American Money Management
California
$3.44M -$1.04M -4,978 -24%
SH
854
Svenska Handelsbanken
Sweden
$3.43M
FMT
855
First Mercantile Trust
Tennessee
$3.37M -$252K -1,209 -7%
CG
856
CFO4Life Group
Texas
$3.33M -$59.5K -285 -2%
PGWM
857
Parisi Gray Wealth Management
New Jersey
$3.31M +$39.6K +190 +1%
FCIM
858
Fairview Capital Investment Management
California
$3.29M -$62.6K -300 -2%
BIA
859
BMT Investment Advisors
Pennsylvania
$3.29M
BP
860
Broadleaf Partners
Ohio
$3.29M -$57.4K -275 -2%
CPA
861
Clear Perspective Advisors
Illinois
$3.28M -$51.1K -245 -2%
PRS
862
Pinkerton Retirement Specialists
Idaho
$3.28M +$150K +720 +5%
ISL
863
Ingalls & Snyder LLC
New York
$3.25M -$30.5K -146 -1%
CT
864
Coastline Trust
Rhode Island
$3.24M +$73K +350 +2%
GIA
865
Granite Investment Advisors
New Hampshire
$3.23M -$3.34K -16 -0.1%
SI
866
Scharf Investments
California
$3.23M
LFAS
867
Level Four Advisory Services
Texas
$3.21M -$1.15M -5,510 -28%
PFS
868
Physicians Financial Services
North Carolina
$3.2M -$39.6K -190 -1%
Cerity Partners
869
Cerity Partners
New York
$3.2M +$134K +642 +5%
MCA
870
Mercer Capital Advisers
New Jersey
$3.19M -$14.6K -70 -0.5%
FWM
871
Frontier Wealth Management
Missouri
$3.15M +$69.9K +335 +2%
HAI
872
Hennessy Advisors Inc
California
$3.13M -$58K -278 -2%
JHP
873
James Hambro & Partners
United Kingdom
$3.13M -$2.29M -10,965 -44%
DFO
874
Duquesne Family Office
New York
$3.11M +$2.92M +13,980 New
JSL
875
JT Stratford LLC
Georgia
$3.08M -$146K -699 -5%