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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
826
Rockline Wealth Management
New York
$37.4M +$1.87M +25,800 +7%
NPT
827
Nixon Peabody Trust
Massachusetts
$37.4M +$583K +8,040 +2%
KFP
828
KMG Fiduciary Partners
Ohio
$37.4M +$3.18M +43,930 +12%
ECM
829
Evergreen Capital Management
Washington
$37.3M +$1.33M +18,290 +5%
GLA
830
Good Life Advisors
Pennsylvania
$37.2M -$644K -8,880 -2%
CIA
831
Concurrent Investment Advisors
Florida
$37.2M +$162K +2,240 +0.5%
GAM
832
Grandview Asset Management
Pennsylvania
$37.1M -$91.3K -1,260 -0.3%
PCM
833
Princeton Capital Management
New Jersey
$37.1M -$446K -6,150 -1%
MC
834
Montag & Caldwell
Georgia
$37M -$346K -4,770 -1%
WAP
835
Wealthcare Advisory Partners
Pennsylvania
$36.9M +$873K +12,040 +3%
WA
836
WestEnd Advisors
North Carolina
$36.3M -$637K -8,790 -2%
FHA
837
Flagship Harbor Advisors
Massachusetts
$36.3M +$531K +7,330 +2%
BAM
838
BOCHK Asset Management
Hong Kong
$36.2M +$4.46M +61,550 +18%
ARAM
839
Ardmore Road Asset Management
New York
$36.1M -$25.4M -350,000 -47%
BIA
840
Biondo Investment Advisors
Pennsylvania
$36.1M -$13.7M -188,710 -32%
MMA
841
Miracle Mile Advisors
California
$36M +$1.45M +20,030 +5%
HFS
842
Hantz Financial Services
Michigan
$36M -$6M -82,740 -17%
IAIM
843
International Assets Investment Management
Florida
$35.9M +$4.1M +56,600 +17%
BWP
844
Balboa Wealth Partners
Arizona
$35.8M -$899K -12,410 -3%
NP
845
NorthRock Partners
Minnesota
$35.7M +$1.14M +15,720 +2%
BBHC
846
Brown Brothers Harriman & Co
New York
$35.7M +$1.67M +23,030 +6%
DAS
847
Dynamic Advisor Solutions
Arizona
$35.6M -$92K -1,270 -0.3%
GIP
848
Granite Investment Partners
California
$35.6M -$6.43M -88,680 -18%
KIA
849
KCM Investment Advisors
California
$35.5M -$3.34M -46,090 -11%
AWM
850
Axxcess Wealth Management
California
$35.4M -$354K -4,890 -1%