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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$15.3M +$1.19M +10,979 +8%
BCM
552
Bourgeon Capital Management
Connecticut
$15.2M +$4.75K +44 +0%
GH
553
GAM Holding
Switzerland
$15.2M -$641K -5,933 -4%
FNBT
554
FineMark National Bank & Trust
Florida
$15.1M -$1.39M -12,908 -8%
ECG
555
Edge Capital Group
Georgia
$15M +$2.42M +22,388 +19%
CAM
556
Congress Asset Management
Massachusetts
$15M -$456K -4,219 -3%
LI
557
LMCG Investments
Massachusetts
$14.9M -$583K -5,402 -4%
BHWM
558
Bar Harbor Wealth Management
New Hampshire
$14.9M -$29.6K -274 -0.2%
BMO
559
Beck Mack & Oliver
New York
$14.8M -$343K -3,175 -2%
ASN
560
Advisory Services Network
Georgia
$14.8M +$473K +4,385 +3%
LS
561
Livforsakringsbolaget Skandia
Sweden
$14.7M
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$14.7M -$793K -7,348 -5%
CIS
563
Connors Investor Services
Pennsylvania
$14.7M -$544K -5,037 -4%
WAS
564
Wesleyan Assurance Society
United Kingdom
$14.5M -$756K -7,000 -5%
VC
565
Vestor Capital
Illinois
$14.5M +$83.2K +771 +0.6%
SBH
566
Segall Bryant & Hamill
Illinois
$14.4M -$99.2K -919 -0.7%
JGC
567
J. Goldman & Co
New York
$14.4M +$14.6M +135,428 New
KS
568
Karpas Strategies
Connecticut
$14.3M +$7.88K +73 +0.1%
AAM
569
AR Asset Management
California
$14.3M
MC
570
Middleton & Co
Massachusetts
$14.3M -$69.1K -640 -0.5%
PP
571
Patten & Patten
Tennessee
$14.2M -$245K -2,265 -2%
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$14.2M +$40.4K +374 +0.3%
CIA
573
CCM Investment Advisers
South Carolina
$14.2M +$550K +5,095 +4%
Wealth Enhancement Advisory Services
574
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$4.36M +40,425 +44%
BIAS
575
Beacon Investment Advisory Services
New Jersey
$14.1M -$55.8K -517 -0.4%