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Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
1001
Weiss Multi-Strategy Advisers
New York
$3.63M +$3.46M +12,289 New
BFEC
1002
Benjamin F. Edwards & Company
Missouri
$3.63M -$24K -85 -0.7%
GD
1003
Grandfield & Dodd
New York
$3.62M +$35.5K +126 +1%
BCM
1004
Brown Capital Management
Maryland
$3.62M -$11.3K -40 -0.3%
CC
1005
Copperleaf Capital
North Carolina
$3.6M -$42.6K -151 -1%
Cerity Partners
1006
Cerity Partners
New York
$3.6M +$74.1K +263 +2%
TPA
1007
Trivium Point Advisory
Connecticut
$3.58M +$131K +466 +4%
NFC
1008
Northeast Financial Consultants
Connecticut
$3.58M +$261K +926 +8%
WIS
1009
Wright Investors Service
Connecticut
$3.57M -$399K -1,414 -10%
WP
1010
WMS Partners
Maryland
$3.56M -$84.3K -299 -2%
CAM
1011
Centre Asset Management
New York
$3.55M -$2.92M -10,360 -46%
FCIM
1012
Fairview Capital Investment Management
California
$3.55M -$20.9K -74 -0.6%
TAM
1013
Telemark Asset Management
Massachusetts
$3.55M -$846K -3,000 -20%
PNAA
1014
Pictet North America Advisors
Switzerland
$3.52M +$52.4K +186 +2%
DFG
1015
Demars Financial Group
Washington
$3.52M +$3.36M +11,905 New
COI
1016
Connable Office Inc
Michigan
$3.51M +$951K +3,374 +40%
DA
1017
Duality Advisers
Florida
$3.5M +$3.33M +11,828 New
AAMA
1018
Advanced Asset Management Advisors
Ohio
$3.49M – – –
AWM
1019
Altium Wealth Management
New York
$3.49M +$46.5K +165 +1%
WG
1020
Winton Group
United Kingdom
$3.49M -$440K -1,561 -12%
EB
1021
Eastern Bank
Massachusetts
$3.47M -$248K -878 -7%
LNC
1022
Lincoln National Corp
Pennsylvania
$3.47M +$987K +3,501 +43%
NFG
1023
Next Financial Group
Texas
$3.46M +$496K +1,761 +18%
FWM
1024
Frontier Wealth Management
Missouri
$3.45M -$1.74M -6,162 -35%
PHK
1025
Point72 Hong Kong
Hong Kong
$3.45M +$2.42M +8,597 +281%