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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1201
Soltis Investment Advisors
Utah
$3.19M +$2.69M +7,159 +749%
CRC
1202
Curi RMB Capital
Illinois
$3.19M -$163K -435 -5%
WCM Investment Management
1203
WCM Investment Management
California
$3.18M +$355K +946 +13%
TW
1204
TrinityPoint Wealth
Connecticut
$3.18M +$76.9K +205 +3%
SAM
1205
Silvercrest Asset Management
New York
$3.17M +$130K +346 +4%
WAM
1206
Watershed Asset Management
California
$3.16M – – –
PSB
1207
Piscataqua Savings Bank
New Hampshire
$3.16M -$161K -428 -5%
CI
1208
CX Institutional
Indiana
$3.15M -$27.8K -74 -0.9%
ACS
1209
Archford Capital Strategies
Illinois
$3.15M +$145K +387 +5%
PHM
1210
Prospect Hill Management
New Jersey
$3.15M – – –
GIM
1211
Goelzer Investment Management
Indiana
$3.14M -$899K -2,396 -23%
AAS
1212
Ameritas Advisory Services
Nebraska
$3.13M +$91.6K +244 +3%
CAAS
1213
Capital Asset Advisory Services
Michigan
$3.13M +$91.2K +243 +3%
SPC
1214
Sigma Planning Corp
Michigan
$3.11M -$1.57M -4,180 -35%
DWT
1215
Dorsey & Whitney Trust
South Dakota
$3.11M +$297K +792 +11%
GFP
1216
Gryphon Financial Partners
Ohio
$3.11M -$24K -64 -0.8%
RCAG
1217
Rehmann Capital Advisory Group
Michigan
$3.09M -$81.4K -217 -3%
KC
1218
Kenfarb & Co
Kentucky
$3.09M -$112K -298 -4%
PWP
1219
Private Wealth Partners
California
$3.07M -$31.9K -85 -1%
RC
1220
RDST Capital
Washington
$3.07M -$1.8M -4,795 -38%
PBT
1221
Pictet Bank & Trust
Bahamas
$3.07M – – –
HSA
1222
HBK Sorce Advisory
Pennsylvania
$3.07M -$64.5K -172 -2%
RAM
1223
Redmond Asset Management
Virginia
$3.05M -$11.3K -30 -0.4%
STC
1224
Sarah T. Connolly
$3.05M -$13.1K -35 -0.4%
FFA
1225
Fairfield Financial Advisors
Massachusetts
$3.03M +$45.4K +121 +2%