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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
476
Fieldpoint Private Securities
Connecticut
$1.35M -$28.8K -250 -2%
TCA
477
Transcend Capital Advisors
New Jersey
$1.35M -$25.7K -223 -2%
SIA
478
Strategic Investment Advisors
Michigan
$1.31M +$58K +504 +5%
CTA
479
Chesley Taft & Associates
Illinois
$1.31M +$1.27K +11 +0.1%
Banque Pictet & Cie
480
Banque Pictet & Cie
Switzerland
$1.29M – – –
Capital Fund Management (CFM)
481
Capital Fund Management (CFM)
France
$1.28M +$1.22M +10,550 New
Lido Advisors
482
Lido Advisors
California
$1.26M +$96.4K +837 +9%
AWM
483
Altium Wealth Management
New York
$1.23M -$16.5K -143 -1%
HIC
484
Hartline Investment Corp
Illinois
$1.22M -$308K -2,671 -21%
CK
485
Cohen Klingenstein
New York
$1.22M – – –
UHC
486
Union Heritage Capital
Michigan
$1.22M +$1.15M +10,000 New
Vestmark Advisory Solutions
487
Vestmark Advisory Solutions
Massachusetts
$1.21M +$44K +382 +4%
DSM Capital Partners
488
DSM Capital Partners
Florida
$1.2M – – –
ACM
489
Ativo Capital Management
Illinois
$1.19M +$9.21K +80 +0.8%
DA
490
Duality Advisers
Florida
$1.18M -$8.05M -69,929 -88%
First National Trust
491
First National Trust
Pennsylvania
$1.16M +$11.4K +99 +1%
FC
492
FORA Capital
Florida
$1.16M +$1.09M +9,497 New
CX Institutional
493
CX Institutional
Indiana
$1.15M -$2.07K -18 -0.2%
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
$1.15M +$56.8K +493 +6%
Grimes & Company
495
Grimes & Company
Massachusetts
$1.15M +$455K +3,953 +72%
Donaldson Capital Management
496
Donaldson Capital Management
Indiana
$1.14M +$30.3K +263 +3%
RIG
497
Roosevelt Investment Group
New York
$1.13M +$10.3K +89 +1%
Edmond de Rothschild Holding
498
Edmond de Rothschild Holding
Switzerland
$1.12M +$588K +5,105 +125%
JHP
499
James Hambro & Partners
United Kingdom
$1.12M -$327K -2,840 -24%
Hills Bank & Trust
500
Hills Bank & Trust
Iowa
$1.1M +$19.7K +171 +2%