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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1251
Kings Point Capital Management
New York
$691K -$4.47K -32 -0.6%
AA
1252
ALPS Advisors
Colorado
$691K +$703K +5,026 New
FA
1253
FCG Advisors
New Jersey
$690K -$1.82K -13 -0.3%
HHGA
1254
Halbert Hargrove Global Advisors
California
$689K -$15.7K -112 -2%
FPFS
1255
First Personal Financial Services
North Carolina
$685K +$8.25K +59 +1%
HWA
1256
HCR Wealth Advisors
California
$682K -$372K -2,662 -35%
FAG
1257
Financial Advisory Group
Texas
$682K – – –
WPW
1258
Winthrop Partners - WNY
New York
$680K -$125K -891 -15%
CPA
1259
Clear Perspective Advisors
Illinois
$676K +$219K +1,564 +47%
DP
1260
Dearborn Partners
Illinois
$674K -$26M -186,286 -97%
CWM
1261
Centric Wealth Management
Illinois
$674K +$236K +1,687 +48%
EWM
1262
Empirical Wealth Management
Washington
$673K +$50.6K +362 +8%
HCM
1263
Hall Capital Management
Rhode Island
$672K -$572K -4,090 -46%
NSB
1264
Norway Savings Bank
Maine
$671K -$4.19K -30 -0.6%
WAS
1265
Winch Advisory Services
Wisconsin
$671K +$419 +3 +0.1%
MA
1266
Mutual Advisors
Nebraska
$669K +$22.4K +160 +3%
TMAM
1267
Tokio Marine Asset Management
Japan
$669K +$157K +1,124 +30%
CAG
1268
Crestwood Advisors Group
Massachusetts
$667K -$293K -2,095 -30%
CBU
1269
CIBC Bank USA
Illinois
$666K -$244K -1,747 -27%
SLF
1270
Sun Life Financial
Ontario, Canada
$661K -$23.6K -169 -3%
WC
1271
Whitney & Co
New York
$660K -$50.2K -359 -7%
FCCM
1272
First City Capital Management
Georgia
$660K -$16.8K -120 -2%
IFWM
1273
Institute for Wealth Management
Colorado
$658K -$169K -1,209 -20%
GCM
1274
Glynn Capital Management
California
$658K – – –
PCA
1275
Peddock Capital Advisors
Massachusetts
$658K – – –