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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1076
Hudson Valley Investment Advisors
New York
$49M -$3.11M -17,853 -6%
CIA
1077
Capital Impact Advisors
Massachusetts
$49M +$20.5M +117,401 +81%
SB
1078
Strategic Blueprint
Georgia
$48.9M +$7.77M +44,563 +20%
LCM
1079
Lattice Capital Management
Washington
$48.8M
ACM
1080
Ariose Capital Management
Hong Kong
$48.6M +$28.7M +164,400 +171%
C
1081
Certuity
Florida
$48.6M +$120M +689,000 +273%
BA
1082
Bristlecone Advisors
Washington
$48.5M -$480K -2,754 -1%
MIC
1083
Means Investment Company
Maine
$48.4M -$2.73M -15,665 -6%
AWM
1084
Avior Wealth Management
Nebraska
$48.3M +$120K +688 +0.3%
GC
1085
Grimes & Company
Massachusetts
$48.3M +$6.05M +34,715 +15%
DWM
1086
Diversify Wealth Management
Utah
$48.3M -$1.09M -6,270 -3%
AAM
1087
Azzad Asset Management
Virginia
$48.3M -$381K -2,187 -0.8%
KF
1088
Krilogy Financial
Missouri
$48.2M +$3.38M +19,384 +9%
HI
1089
Harbour Investments
Wisconsin
$48.1M +$1.13M +6,479 +3%
IPW
1090
Invictus Private Wealth
Colorado
$48M -$3.2M -18,357 -7%
CGI
1091
Comgest Global Investors
France
$48M +$32.2M +184,527 +253%
CAM
1092
Covenant Asset Management
New Jersey
$47.9M -$238K -1,368 -0.5%
SW
1093
SlateStone Wealth
Florida
$47.8M -$2.62M -15,049 -6%
RDWM
1094
Red Door Wealth Management
Tennessee
$47.7M +$1.29M +7,424 +3%
M
1095
Mirova
France
$47.6M -$1.69M -9,719 -4%
CA
1096
CoreCap Advisors
Michigan
$47.6M +$2.1M +12,056 +5%
FRA
1097
Front Row Advisors
California
$47.6M -$3.97M -22,760 -8%
GLR
1098
Great Lakes Retirement
Ohio
$47.6M -$9.19M -52,722 -17%
RWB
1099
RMR Wealth Builders
New Jersey
$47.3M +$13.4K +77 +0%
APSI
1100
Asset Planning Services Inc
Louisiana
$47.2M +$14.8K +85 +0%