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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1001
Trivium Point Advisory
Connecticut
$4.06M +$94K +289 +2%
OCM
1002
Olstein Capital Management
New York
$4.06M -$1.3M -4,000 -25%
FCM
1003
Fairbanks Capital Management
California
$4.06M -$5.2K -16 -0.1%
DFG
1004
Demars Financial Group
Washington
$4.05M +$22.1K +68 +0.6%
CC
1005
Copperleaf Capital
North Carolina
$4.04M -$68K -209 -2%
WP
1006
WMS Partners
Maryland
$4.03M -$38K -117 -1%
TAIM
1007
Te Ahumairangi Investment Management
New Zealand
$4.02M +$3.87M +11,900 New
AWM
1008
Altium Wealth Management
New York
$4M +$4.88K +15 +0.1%
AAMA
1009
Advanced Asset Management Advisors
Ohio
$3.99M – – –
EB
1010
Eastern Bank
Massachusetts
$3.98M +$9.1K +28 +0.2%
IAN
1011
Integrated Advisors Network
Texas
$3.95M -$314K -965 -8%
MC
1012
Mathes Company
New York
$3.95M -$203K -625 -5%
SFFS
1013
Stonehage Fleming Financial Services
Jersey
$3.94M – – –
GD
1014
Grandfield & Dodd
New York
$3.93M -$200K -614 -5%
FCIM
1015
Fairview Capital Investment Management
California
$3.93M -$128K -393 -3%
HSA
1016
HBK Sorce Advisory
Pennsylvania
$3.92M -$13.7K -42 -0.4%
NMVA
1017
New Mountain Vantage Advisers
New York
$3.91M -$4.28M -13,166 -53%
GIA
1018
Granite Investment Advisors
New Hampshire
$3.9M +$103K +318 +3%
BFEC
1019
Benjamin F. Edwards & Company
Missouri
$3.89M -$255K -784 -6%
IMC Chicago
1020
IMC Chicago
Illinois
$3.88M +$3.73M +11,487 New
LIM
1021
Leavell Investment Management
Alabama
$3.87M – – –
BPCE
1022
Bank Pictet & Cie (Europe)
Germany
$3.84M +$641K +1,971 +21%
CCM
1023
Cinctive Capital Management
New York
$3.83M -$3.63M -11,158 -50%
NSIM
1024
North Star Investment Management
Illinois
$3.82M +$28K +86 +0.8%
OCM
1025
Orleans Capital Management
Louisiana
$3.77M -$114K -350 -3%