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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1301
ACG Wealth
Georgia
$1.95M -$135K -1,644 -7%
PL
1302
Perpetual Ltd
Australia
$1.94M
PFO
1303
Pathstone Family Office
New Jersey
$1.94M -$36K -438 -2%
TIP
1304
Torray Investment Partners
Maryland
$1.94M -$21.1K -257 -1%
IAMOG
1305
Investors Asset Management of Georgia
Georgia
$1.93M -$42.4K -516 -2%
JCM
1306
Janney Capital Management
Pennsylvania
$1.93M +$63.9K +778 +4%
HKIM
1307
Hayek Kallen Investment Management
Alabama
$1.93M +$283K +3,447 +18%
WHG
1308
Westwood Holdings Group
Texas
$1.92M +$216K +2,625 +13%
KFI
1309
Key Financial Inc
Pennsylvania
$1.92M +$1.82M +22,102 New
GLR
1310
Great Lakes Retirement
Ohio
$1.91M +$1.81M +21,978 New
IC
1311
Inverness Counsel
New York
$1.9M -$19.5K -238 -1%
SWA
1312
Sutton Wealth Advisors
Florida
$1.89M
1IA
1313
1834 Investment Advisors
Wisconsin
$1.89M -$671K -8,174 -27%
FPS
1314
Fieldpoint Private Securities
Connecticut
$1.88M -$7.23K -88 -0.4%
KFGK
1315
Keystone Financial Group (Kentucky)
Kentucky
$1.88M +$657 +8 +0%
EFSCE
1316
Enterprise Financial Services Corp (EFSC)
Missouri
$1.88M -$1.23K -15 -0.1%
CGL
1317
Clarius Group LLC
Washington
$1.88M -$176K -2,141 -9%
SIAP
1318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.88M -$74.4K -906 -4%
NIT
1319
NumerixS Investment Technologies
British Columbia, Canada
$1.87M +$1.16M +14,152 +192%
MFW
1320
Meristem Family Wealth
Minnesota
$1.86M
FANJ
1321
Financial Architects (New Jersey)
New Jersey
$1.86M -$11.8K -144 -0.7%
EIP
1322
Ellis Investment Partners
Pennsylvania
$1.86M +$10K +122 +0.6%
BAAM
1323
Baker Avenue Asset Management
California
$1.86M -$649K -7,906 -27%
PH
1324
Pinnacle Holdings
Oklahoma
$1.85M -$1.81K -22 -0.1%
PGIM
1325
Pacific Global Investment Management
California
$1.84M -$82 -1 -0%