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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1101
West Oak Capital
California
$3.68M -$791K -38,090 -18%
BOH
1102
Bank of Hawaii
Hawaii
$3.68M +$10.4K +500 +0.3%
SWA
1103
SFMG Wealth Advisors
Texas
$3.68M +$127K +6,140 +4%
FHA
1104
First Horizon Advisors
Tennessee
$3.66M +$281K +13,540 +8%
PFGIA
1105
Patriot Financial Group Insurance Agency
Massachusetts
$3.66M -$733K -35,320 -17%
CPA
1106
Clear Perspective Advisors
Illinois
$3.66M -$91.8K -4,420 -2%
ADL
1107
Asset Dedication LLC
California
$3.65M -$72.7K -3,500 -2%
VLKIM
1108
Van Lanschot Kempen Investment Management
Netherlands
$3.62M -$13.3M -640,520 -79%
WAM
1109
WealthTrust Asset Management
Florida
$3.62M +$82.4K +3,970 +2%
IIM
1110
Ipswich Investment Management
Massachusetts
$3.59M -$116K -5,570 -3%
UH
1111
Unigestion Holding
Switzerland
$3.59M -$602K -28,970 -14%
BFS
1112
Bard Financial Services
Connecticut
$3.58M -$20.8K -1,000 -0.6%
P
1113
Paradiem
Louisiana
$3.56M -$9.68M -466,150 -78%
OHIS
1114
Oak Harvest Investment Services
Texas
$3.55M +$711K +34,230 +25%
KF
1115
Krilogy Financial
Missouri
$3.55M +$49.2K +2,370 +1%
AAA
1116
Adams Asset Advisors
Texas
$3.54M
Grantham, Mayo, Van Otterloo & Co (GMO)
1117
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.54M +$3.55M +171,000 New
CIA
1118
Capital Impact Advisors
Massachusetts
$3.54M -$1.18M -56,950 -25%
WPW
1119
Waldron Private Wealth
Pennsylvania
$3.54M +$463K +22,300 +15%
HCM
1120
Hilton Capital Management
New York
$3.54M
FFS
1121
Founders Financial Securities
Maryland
$3.51M -$363K -17,470 -9%
EWA
1122
EP Wealth Advisors
California
$3.5M +$373K +17,980 +12%
WCM
1123
Washburn Capital Management
Florida
$3.48M +$44.4K +2,140 +1%
GAM
1124
Griffin Asset Management
New York
$3.48M -$110K -5,300 -3%
RCM
1125
RB Capital Management
Nevada
$3.48M +$146K +7,030 +4%