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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1101
Aspiriant LLC
California
$1.01M -$713K -5,659 -42%
AWM
1102
Aries Wealth Management
Maine
$1M -$26.3K -209 -3%
PAM
1103
Premier Asset Management
Illinois
$995K -$18.9K -150 -2%
CCP
1104
Corient Capital Partners
California
$994K +$424K +3,364 +79%
GI
1105
GAMCO Investors
Connecticut
$990K +$15.1K +120 +2%
BPB
1106
Badgley, Phelps & Bell
Washington
$985K -$5.54K -44 -0.6%
HAC
1107
Harbor Advisory Corp
New Hampshire
$985K
NAM
1108
North American Management
Massachusetts
$983K -$11.2K -89 -1%
S
1109
SignatureFD
Georgia
$982K -$113K -894 -11%
IAIM
1110
International Assets Investment Management
Florida
$982K +$126K +997 +15%
AIA
1111
Armor Investment Advisors
North Carolina
$980K -$9.83K -78 -1%
IP
1112
Intellectus Partners
California
$976K -$20.5K -163 -2%
KWM
1113
Keebeck Wealth Management
Illinois
$976K
CFA
1114
Cahill Financial Advisors
Minnesota
$974K -$37.7K -299 -4%
AWM
1115
Aevitas Wealth Management
Massachusetts
$974K -$1.13K -9 -0.1%
LS
1116
Livforsakringsbolaget Skandia
Sweden
$974K
PL
1117
Perpetual Ltd
Australia
$969K +$936K +7,430 New
AB
1118
Atlas Brown
Kentucky
$968K -$7.43K -59 -0.8%
KLWA
1119
Kelly Lawrence W & Associates
California
$967K +$15K +119 +2%
MWM
1120
Mission Wealth Management
California
$966K +$132K +1,047 +16%
GT
1121
Greenleaf Trust
Michigan
$966K +$172K +1,366 +23%
BST
1122
Bath Savings Trust
Maine
$958K -$7.56K -60 -0.8%
B
1123
Bailard
California
$957K +$10.5K +83 +1%
HI
1124
Human Investing
Oregon
$956K -$21K -167 -2%
AFS
1125
Axiom Financial Strategies
Indiana
$956K +$232K +1,841 +34%