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Name Holding Trade Value Shares
Change
Change in
Stake
GT
776
Greenleaf Trust
Michigan
$107M -$1.58M -8,515 -1%
MC
777
Moors & Cabot
Massachusetts
$107M -$643K -3,454 -0.6%
BFS
778
Bradley Foster & Sargent
Connecticut
$106M +$754K +4,053 +0.7%
OCM
779
Once Capital Management
New York
$105M
FRA
780
Frank Rimerman Advisors
California
$104M +$2.05M +11,040 +2%
USCWA
781
U.S. Capital Wealth Advisors
Texas
$104M -$778K -4,180 -0.7%
LIP
782
Liontrust Investment Partners
United Kingdom
$104M -$20.1M -108,104 -16%
ACP
783
Avantyr Capital Partners
New York
$104M +$104M +558,336 New
FNT
784
First National Trust
Pennsylvania
$104M +$727K +3,908 +0.7%
JPMIA
785
J.P. Marvel Investment Advisors
Massachusetts
$103M -$5.11M -27,465 -5%
CPIG
786
Chicago Partners Investment Group
Illinois
$103M -$792K -4,254 -0.8%
SIC
787
Schwartz Investment Counsel
Michigan
$103M -$3.72M -20,000 -4%
OIA
788
OneDigital Investment Advisors
Kansas
$103M -$2.51M -13,465 -2%
IHG
789
Insight Holdings Group
New York
$103M +$15.5M +83,440 +18%
MMA
790
Miracle Mile Advisors
California
$102M +$12.3M +65,865 +14%
OCM
791
One Capital Management
California
$102M +$1.19M +6,407 +1%
CWP
792
CFM Wealth Partners
Texas
$102M -$4.33M -23,270 -4%
WT
793
Washington Trust
Rhode Island
$102M -$4.41M -23,712 -4%
BJL
794
Brighton Jones LLC
Washington
$101M +$13.2M +71,035 +15%
CA
795
Clearstead Advisors
Ohio
$101M +$6.4M +34,358 +7%
FFM
796
Fisher Funds Management
New Zealand
$101M +$27.2M +146,320 +37%
IPW
797
IronBridge Private Wealth
Texas
$101M
KI
798
Keystone Investors
Singapore
$101M +$35.3M +189,577 +54%
IA
799
IFP Advisors
Florida
$101M +$30.8M +165,451 +44%
LAM
800
Lynch Asset Management
Pennsylvania
$100M +$149K +800 +0.1%