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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1051
Buckingham Strategic Wealth
Missouri
$750K -$3.13K -26 -0.4%
RCAG
1052
Rehmann Capital Advisory Group
Michigan
$750K +$11.5K +96 +2%
JFA
1053
JNBA Financial Advisors
Minnesota
$745K +$49.4K +411 +7%
SFSIG
1054
San Francisco Sentry Investment Group
California
$744K – – –
CWM
1055
Concert Wealth Management
California
$744K +$70.3K +585 +10%
GLRA
1056
Gerald L. Ray & Associates
Texas
$741K +$9.62K +80 +1%
FFA
1057
First Foundation Advisors
California
$737K -$17.6K -146 -2%
RT
1058
Rockland Trust
Massachusetts
$736K +$50.4K +419 +7%
SBWIC
1059
Schaper Benz & Wise Investment Counsel
Wisconsin
$730K – – –
FIM
1060
Freedom Investment Management
Connecticut
$729K +$10.5K +87 +1%
AT
1061
Acadia Trust
Maine
$716K +$962 +8 +0.1%
NIM
1062
Nexus Investment Management
Ontario, Canada
$715K – – –
TFO
1063
Tarbox Family Office
California
$715K +$2.52K +21 +0.3%
CIA
1064
CCM Investment Advisers
South Carolina
$708K -$61.2K -509 -8%
BA
1065
Boston Advisors
Massachusetts
$704K -$3.61K -30 -0.5%
LPT
1066
Legacy Private Trust
Wisconsin
$698K -$57.6K -479 -8%
SFG
1067
SNS Financial Group
Minnesota
$698K +$2.4K +20 +0.3%
MCM
1068
Maryland Capital Management
Maryland
$698K +$64.8K +539 +10%
FCCM
1069
First City Capital Management
Georgia
$696K +$120 +1 +0%
BPCE
1070
Bank Pictet & Cie (Europe)
Germany
$691K -$51.8K -431 -7%
TCM
1071
Telos Capital Management
California
$685K -$2.16K -18 -0.3%
SEC
1072
Seven Eight Capital
New York
$680K +$690K +5,741 New
MSFP
1073
Mark Sheptoff Financial Planning
Connecticut
$679K – – –
NPF
1074
Norris Perne & French
Michigan
$678K -$14.3K -119 -2%
SMC
1075
Smith, Moore & Co
Missouri
$670K +$307K +2,553 +82%