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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1001
Whalerock Point Partners
Rhode Island
$3.65M +$131K +396 +3%
BI
1002
Berkeley Inc
Idaho
$3.64M -$161K -486 -4%
AWM
1003
Avitas Wealth Management
California
$3.64M -$3.29M -9,917 -44%
SPC
1004
Sigma Planning Corp
Michigan
$3.64M -$187K -565 -4%
BP
1005
Ballentine Partners
Massachusetts
$3.64M +$770K +2,324 +22%
BFEC
1006
Benjamin F. Edwards & Company
Missouri
$3.63M +$81.2K +245 +2%
CCM
1007
Chickasaw Capital Management
Tennessee
$3.63M -$9.95K -30 -0.2%
PFPT
1008
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.63M +$1.05M +3,168 +33%
LFM
1009
LGT Fund Management
Liechtenstein
$3.63M
APA
1010
American Portfolios Advisors
New York
$3.62M -$232K -699 -5%
GW
1011
GW & Wade
Massachusetts
$3.6M +$127K +384 +3%
FCM
1012
Fairbanks Capital Management
California
$3.59M -$31.5K -95 -0.7%
RBA
1013
Richard Bernstein Advisors
New York
$3.58M -$628K -1,893 -13%
ISL
1014
Ingalls & Snyder LLC
New York
$3.56M -$31.2K -94 -0.7%
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$165K +499 +4%
EB
1016
Eastern Bank
Massachusetts
$3.49M +$155K +468 +4%
IIC
1017
Ironwood Investment Counsel
Arizona
$3.49M +$122K +369 +3%
TCM
1018
Twin Capital Management
Pennsylvania
$3.48M -$36.8K -111 -0.9%
BP
1019
BBR Partners
New York
$3.48M -$417K -1,258 -9%
KNW
1020
Kesler Norman & Wride
Utah
$3.48M +$104K +315 +3%
First Manhattan
1021
First Manhattan
New York
$3.46M -$232K -701 -5%
LFAS
1022
Level Four Advisory Services
Texas
$3.44M +$39.8K +120 +1%
OSNBOA
1023
Old Second National Bank of Aurora
Illinois
$3.43M -$89.2K -269 -2%
CWM
1024
Concentric Wealth Management
California
$3.42M -$44.1K -133 -1%
SIG
1025
Stonegate Investment Group
Alabama
$3.42M +$349K +1,054 +10%