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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1301
Kovitz Investment Group Partners
Illinois
$695K +$51.5K +299 +8%
IC
1302
Intersect Capital
California
$694K -$1.03K -6 -0.2%
CCM
1303
Cox Capital Management
Massachusetts
$693K
BCM
1304
Beck Capital Management
Texas
$693K +$172 +1 +0%
CBT
1305
Capital Bank & Trust
California
$692K
CPO
1306
Cerity Partners OCIO
New York
$687K -$44.8K -260 -6%
SAM
1307
SignalPoint Asset Management
Missouri
$687K -$31K -180 -4%
EMB
1308
Elefante Mark B
$687K +$91.6K +532 +16%
GWM
1309
GSB Wealth Management
Connecticut
$685K -$30.8K -179 -4%
CL
1310
CPWM LLC
Washington
$684K +$30K +174 +5%
TFO
1311
Tarbox Family Office
California
$683K
BWM
1312
Buckley Wealth Management
Nevada
$680K -$19.3K -112 -3%
CIM
1313
CIM Investment Management
Pennsylvania
$677K -$301K -1,749 -31%
SBWM
1314
Sunflower Bank Wealth Management
Arizona
$676K -$5.17K -30 -0.8%
FMLI
1315
Fukoku Mutual Life Insurance
Japan
$674K -$20.7K -120 -3%
WG
1316
Winton Group
United Kingdom
$671K -$541K -3,141 -45%
HCM
1317
Harvest Capital Management
New Hampshire
$658K
PAM
1318
Private Asset Management
California
$657K -$85.8K -498 -12%
HK
1319
Horizon Kinetics
New York
$654K
IWA
1320
Inspirion Wealth Advisors
Illinois
$652K +$19.3K +112 +3%
QCIG
1321
Quad-Cities Investment Group
Iowa
$650K
WF
1322
WoodTrust Financial
Wisconsin
$646K -$517 -3 -0.1%
EM
1323
Excalibur Management
Massachusetts
$645K -$36K -209 -5%
FDCC
1324
Foster Dykema Cabot & Co
Massachusetts
$645K -$6.2K -36 -1%
CCM
1325
Cribstone Capital Management
Maine
$643K -$24.5K -142 -4%