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Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
1126
Marshall Financial Group (Maryland)
Maryland
$2.8M +$482K +6,058 +21%
AFG
1127
Albion Financial Group
Utah
$2.8M +$253K +3,182 +10%
AO
1128
Advisor OS
Illinois
$2.79M +$218K +2,745 +8%
HIC
1129
Holderness Investments Company
North Carolina
$2.79M -$775K -9,746 -22%
IAN
1130
Integrated Advisors Network
Texas
$2.79M -$396K -4,979 -12%
EP
1131
Edgestream Partners
New Jersey
$2.79M +$401K +5,049 +17%
FLI
1132
Family Legacy Inc
South Carolina
$2.78M +$4.77K +60 +0.2%
OIM
1133
Opus Investment Management
Massachusetts
$2.77M
CCA
1134
Cobblestone Capital Advisors
New York
$2.76M +$46.8K +589 +2%
DIP
1135
DT Investment Partners
Pennsylvania
$2.74M
CI
1136
Conning Inc
Connecticut
$2.74M -$43.6K -548 -2%
BB
1137
Berkshire Bank
Massachusetts
$2.74M +$215K +2,708 +8%
MCM
1138
Marathon Capital Management
Maryland
$2.73M -$38.3K -482 -1%
3IP
1139
3Chopt Investment Partners
Virginia
$2.73M -$226K -2,848 -8%
SLFPAM
1140
St. Louis Financial Planners Asset Management
Missouri
$2.72M +$2.73M +34,372 New
PAM
1141
Palisade Asset Management
Minnesota
$2.71M +$66K +830 +2%
AFM
1142
Abbot Financial Management
Massachusetts
$2.71M +$174K +2,187 +7%
WKWM
1143
Walter & Keenan Wealth Management
Indiana
$2.7M +$48.2K +607 +2%
JFL
1144
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.7M -$40.9K -515 -1%
GFPC
1145
Global Financial Private Client
Florida
$2.69M +$279K +3,509 +12%
SACTSONJ
1146
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.69M
MCC
1147
Money Concepts Capital
Florida
$2.69M +$107K +1,344 +4%
AACR
1148
ACR Alpine Capital Research
Missouri
$2.68M +$55.3K +696 +2%
VAS
1149
Vestmark Advisory Solutions
Massachusetts
$2.68M -$632K -7,948 -19%
CRIG
1150
Charter Research & Investment Group
Connecticut
$2.68M -$66.5K -836 -2%