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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1051
Willingdon Wealth Management
North Carolina
$1.27M -$21.4K -139 -2%
FI
1052
FormulaFolio Investments
Michigan
$1.27M +$123K +800 +10%
AI
1053
Atria Investments
North Carolina
$1.26M +$111K +718 +8%
SWM
1054
SeaCrest Wealth Management
New York
$1.26M -$132K -860 -9%
RIM
1055
Regent Investment Management
Kentucky
$1.26M
VFA
1056
Valeo Financial Advisors
Indiana
$1.26M +$452K +2,935 +51%
AWM
1057
Altium Wealth Management
New York
$1.26M -$194K -1,262 -13%
SS
1058
Simplicity Solutions
Minnesota
$1.26M -$1.8M -11,681 -57%
FLPIM
1059
F.L. Putnam Investment Management
Massachusetts
$1.25M -$111K -724 -8%
EDRH
1060
Edmond de Rothschild Holding
Switzerland
$1.25M +$641K +4,162 +93%
BSA
1061
Braun Stacey Associates
New York
$1.25M -$326K -2,117 -20%
BPB
1062
Badgley, Phelps & Bell
Washington
$1.25M -$38.8K -252 -3%
WSTAM
1063
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M +$138K +899 +12%
GIA
1064
Guyasuta Investment Advisors
Pennsylvania
$1.25M +$212K +1,375 +19%
CCM
1065
Chilton Capital Management
Texas
$1.24M +$504K +3,272 +62%
FBC
1066
Fairfield, Bush & Co
Connecticut
$1.24M +$32.3K +210 +3%
BJL
1067
Brighton Jones LLC
Washington
$1.23M -$61.1K -397 -4%
IWA
1068
Inspirion Wealth Advisors
Illinois
$1.23M +$600K +3,895 +85%
1IA
1069
1834 Investment Advisors
Wisconsin
$1.23M -$4.64M -30,149 -78%
CFA
1070
Cahill Financial Advisors
Minnesota
$1.23M -$488K -3,169 -27%
MBT
1071
Montecito Bank & Trust
California
$1.23M -$9.54K -62 -0.7%
AT
1072
Arden Trust
Delaware
$1.22M -$87K -565 -6%
SAM
1073
Security Asset Management
New York
$1.22M
SSA
1074
Schonfeld Strategic Advisors
New York
$1.21M +$344K +2,237 +36%
JA
1075
JOYN Advisors
Georgia
$1.21M +$1.12M +7,301 +493%