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Name Holding Trade Value Shares
Change
Change in
Stake
Tidal Investments
626
Tidal Investments
Wisconsin
$13.1M -$1.52M -14,913 -11%
CVM
627
Cheviot Value Management
California
$13.1M -$274K -2,681 -2%
LSA
628
L & S Advisors
California
$13M +$5.35M +52,352 +80%
WAG
629
Wallace Advisory Group
California
$13M +$12M +117,421 New
CWM
630
Curi Wealth Management
North Carolina
$13M -$310K -3,033 -3%
FAS
631
Formuepleje A/S
Denmark
$12.9M +$6.77M +66,226 +132%
Horizon Investments
632
Horizon Investments
North Carolina
$12.8M +$534K +5,223 +5%
H
633
HoyleCohen
California
$12.8M -$97.9K -958 -0.8%
CSPIA
634
Cary Street Partners Investment Advisory
Virginia
$12.8M -$210K -2,059 -2%
SWM
635
Stockman Wealth Management
Montana
$12.7M -$745K -7,288 -6%
JC
636
Jacobs & Co
California
$12.6M -$1.43M -14,002 -11%
HBK Sorce Advisory
637
HBK Sorce Advisory
Pennsylvania
$12.6M +$6.22M +60,877 +115%
EIP
638
Easterly Investment Partners
Massachusetts
$12.6M -$18.2M -177,596 -61%
CNC
639
Canandaigua National Corp
New York
$12.6M +$1.53K +15 +0%
Evercore Wealth Management
640
Evercore Wealth Management
New York
$12.5M +$11.9K +116 +0.1%
CCB
641
Country Club Bank
Missouri
$12.5M -$292K -2,858 -2%
MC
642
Miramar Capital
Illinois
$12.5M +$17.6K +172 +0.2%
Lido Advisors
643
Lido Advisors
California
$12.5M +$3.23M +31,607 +39%
MLL
644
Moody Lynn & Lieberson
Massachusetts
$12.4M +$1.31M +12,823 +13%
BRCM
645
Bright Rock Capital Management
Massachusetts
$12.4M – – –
BOTW
646
Bank of the West
California
$12.4M -$570K -5,578 -5%
Perigon Wealth Management
647
Perigon Wealth Management
California
$12.4M +$1.79M +17,555 +19%
EP Wealth Advisors
648
EP Wealth Advisors
California
$12.4M +$421K +4,116 +4%
TD Private Client Wealth
649
TD Private Client Wealth
New York
$12.2M -$2.59M -25,335 -19%
GIA
650
GHP Investment Advisors
Colorado
$12.2M +$197K +1,929 +2%