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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1001
Chatham Capital Group
Georgia
$3.62M -$298K -3,799 -8%
JCM
1002
Jacobi Capital Management
Pennsylvania
$3.62M +$13.2K +168 +0.4%
IFAM
1003
Institutional & Family Asset Management
Colorado
$3.61M -$333K -4,248 -9%
CPA
1004
Court Place Advisors
Maryland
$3.61M +$81.3K +1,038 +2%
IA
1005
IndexIQ Advisors
New York
$3.6M +$920K +11,750 +35%
CCA
1006
Cobblestone Capital Advisors
New York
$3.6M -$940 -12 -0%
RP
1007
Rowlandmiller & Partners
Georgia
$3.57M
FHA
1008
First Horizon Advisors
Tennessee
$3.57M -$262K -3,346 -7%
GIC
1009
Gantzert Investment Company
Illinois
$3.56M +$202K +2,583 +6%
AA
1010
ALPS Advisors
Colorado
$3.56M +$737K +9,413 +26%
WAM
1011
Wealthspire Advisors (Maryland)
Maryland
$3.55M +$49.1K +627 +1%
HR
1012
Howe & Rusling
New York
$3.55M -$9.9M -126,331 -74%
HCM
1013
Harvey Capital Management
Florida
$3.55M -$34.5K -441 -1%
SFG
1014
SevenBridge Financial Group
Pennsylvania
$3.54M +$79.3K +1,013 +2%
DFG
1015
Demars Financial Group
Washington
$3.53M +$42.4K +541 +1%
Cetera Investment Advisers
1016
Cetera Investment Advisers
Illinois
$3.52M +$160K +2,042 +5%
BO
1017
BRR OpCo
Ohio
$3.52M +$206K +2,628 +6%
FBC
1018
Fairfield, Bush & Co
Connecticut
$3.52M +$8.22K +105 +0.2%
FMWA
1019
Forvis Mazars Wealth Advisors
Missouri
$3.51M +$85.5K +1,091 +3%
AL
1020
Aspiriant LLC
California
$3.51M +$2.43M +30,990 +232%
MYLI
1021
Meiji Yasuda Life Insurance
Japan
$3.5M -$217K -2,773 -6%
BDS
1022
Banco de Sabadell
Florida
$3.49M +$3.13M +39,994 +920%
CCM
1023
Cox Capital Management
Massachusetts
$3.49M +$17.7K +226 +0.5%
IWP
1024
Icon Wealth Partners
Texas
$3.48M +$1.27M +16,207 +58%
WAS
1025
Wesleyan Assurance Society
United Kingdom
$3.48M