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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
1001
Benjamin F. Edwards & Company
Missouri
$3.63M -$24K -85 -0.7%
GD
1002
Grandfield & Dodd
New York
$3.62M +$35.5K +126 +1%
BCM
1003
Brown Capital Management
Maryland
$3.62M -$11.3K -40 -0.3%
CC
1004
Copperleaf Capital
North Carolina
$3.6M -$42.6K -151 -1%
Cerity Partners
1005
Cerity Partners
New York
$3.6M +$74.1K +263 +2%
TPA
1006
Trivium Point Advisory
Connecticut
$3.58M +$131K +466 +4%
NFC
1007
Northeast Financial Consultants
Connecticut
$3.58M +$261K +926 +8%
WIS
1008
Wright Investors Service
Connecticut
$3.57M -$399K -1,414 -10%
WP
1009
WMS Partners
Maryland
$3.56M -$84.3K -299 -2%
CAM
1010
Centre Asset Management
New York
$3.55M -$2.92M -10,360 -46%
FCIM
1011
Fairview Capital Investment Management
California
$3.55M -$20.9K -74 -0.6%
TAM
1012
Telemark Asset Management
Massachusetts
$3.55M -$846K -3,000 -20%
PNAA
1013
Pictet North America Advisors
Switzerland
$3.52M +$52.4K +186 +2%
DFG
1014
Demars Financial Group
Washington
$3.52M +$3.36M +11,905 New
COI
1015
Connable Office Inc
Michigan
$3.51M +$951K +3,374 +40%
DA
1016
Duality Advisers
Florida
$3.5M +$3.33M +11,828 New
AAMA
1017
Advanced Asset Management Advisors
Ohio
$3.49M
AWM
1018
Altium Wealth Management
New York
$3.49M +$46.5K +165 +1%
WG
1019
Winton Group
United Kingdom
$3.49M -$440K -1,561 -12%
EB
1020
Eastern Bank
Massachusetts
$3.47M -$248K -878 -7%
LNC
1021
Lincoln National Corp
Pennsylvania
$3.47M +$987K +3,501 +43%
NFG
1022
Next Financial Group
Texas
$3.46M +$496K +1,761 +18%
FWM
1023
Frontier Wealth Management
Missouri
$3.45M -$1.74M -6,162 -35%
PHK
1024
Point72 Hong Kong
Hong Kong
$3.45M +$2.42M +8,597 +281%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$3.44M +$329K +1,166 +11%