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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1026
Transform Wealth
Colorado
$14.1M -$240K -2,237 -2%
CA
1027
Clearstead Advisors
Ohio
$14.1M +$693K +6,470 +5%
DAM
1028
Deltec Asset Management
New York
$14.1M +$1.15M +10,700 +8%
UR
1029
USCA RIA
Texas
$14.1M -$1.06M -9,855 -7%
NHC
1030
Nicholas Hoffman & Company
Georgia
$14.1M -$383K -3,578 -3%
FHA
1031
First Horizon Advisors
Tennessee
$14.1M -$118K -1,103 -0.8%
MIA
1032
MainStreet Investment Advisors
Illinois
$13.9M +$423K +3,947 +3%
VWM
1033
Valley Wealth Managers
New Jersey
$13.9M +$257K +2,402 +2%
WAM
1034
Wallington Asset Management
Indiana
$13.9M -$4.2M -39,174 -22%
BCP
1035
Blue Chip Partners
Michigan
$13.8M -$372K -3,473 -2%
CSS
1036
Cubist Systematic Strategies
Connecticut
$13.8M +$3.3M +30,779 +29%
AWM
1037
AE Wealth Management
Kansas
$13.8M +$192K +1,790 +1%
CIS
1038
Connors Investor Services
Pennsylvania
$13.8M +$3.45M +32,235 +31%
UFF
1039
USA Financial Formulas
Michigan
$13.8M -$4.04M -37,754 -24%
ASN
1040
Advisory Services Network
Georgia
$13.7M +$1.02M +9,497 +8%
IIC
1041
Ironwood Investment Counsel
Arizona
$13.7M -$528K -4,928 -4%
TIM
1042
Thompson Investment Management
Wisconsin
$13.7M -$1.64M -15,343 -10%
FCMC
1043
Founders Capital Management (Connecticut)
Connecticut
$13.7M +$1.18M +11,038 +9%
BOTW
1044
Bank of the West
California
$13.7M +$2.89M +26,950 +25%
JA
1045
JLB & Associates
Michigan
$13.7M -$246K -2,299 -2%
BC
1046
Blackcrane Capital
Washington
$13.6M +$2.62M +24,482 +22%
PAS
1047
Professional Advisory Services
Florida
$13.6M +$674K +6,288 +5%
Jane Street
1048
Jane Street
New York
$13.6M -$23.2M -216,922 -62%
FDCC
1049
Foster Dykema Cabot & Co
Massachusetts
$13.6M -$82.1K -766 -0.6%
FCH
1050
Freestone Capital Holdings
Washington
$13.6M +$3.3M +30,795 +30%