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Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1326
Cary Street Partners
Virginia
$27.7M +$585K +4,650 +3%
HR
1327
Howe & Rusling
New York
$27.6M +$711K +5,646 +3%
WE
1328
Wealth Effects
Massachusetts
$27.6M -$840K -6,674 -4%
NCM
1329
Neumann Capital Management
California
$27.6M -$125K -992 -0.6%
SAG
1330
SageView Advisory Group
California
$27.3M +$452K +3,595 +2%
RSVP
1331
Ramsay Stattman Vela & Price
Colorado
$27.3M +$2.06M +16,393 +10%
KJWM
1332
Kiley Juergens Wealth Management
Washington
$27.3M +$156K +1,243 +0.7%
WC
1333
Whitney & Co
New York
$27.2M +$4.45M +35,352 +26%
AF
1334
Apexium Financial
Texas
$27.1M +$50.5K +401 +0.2%
EIA
1335
Edgemoor Investment Advisors
Maryland
$27.1M +$38.5K +306 +0.2%
FMC
1336
First Merchants Corp
Indiana
$27M +$2.6M +20,691 +14%
CBB
1337
Citizens Business Bank
California
$27M +$271K +2,155 +1%
SIG
1338
Stonegate Investment Group
Alabama
$27M +$2.16M +17,131 +11%
AFS
1339
Aft Forsyth & Sober
Florida
$26.9M +$151K +1,200 +0.7%
CGPCS
1340
Capital Group Private Client Services
California
$26.9M +$52.9K +420 +0.2%
CAM
1341
Creekmur Asset Management
Illinois
$26.8M +$3.73M +29,628 +21%
IFS
1342
Integrated Financial Solutions
Virginia
$26.8M +$21.3M +169,419 New
LSA
1343
L & S Advisors
California
$26.8M +$1.04M +8,292 +5%
ELI
1344
Empire Life Investments
Ontario, Canada
$26.7M -$192K -1,524 -0.9%
KCPG
1345
Kavar Capital Partners Group
Kansas
$26.6M +$366K +2,906 +2%
SCA
1346
Stonebridge Capital Advisors
Minnesota
$26.6M -$24.7K -196 -0.1%
SMA
1347
Sage Mountain Advisors
Georgia
$26.6M +$3.98M +31,635 +23%
AC
1348
Asio Capital
Kentucky
$26.6M +$352K +2,795 +2%
BF
1349
bLong Financial
Tennessee
$26.6M -$44.8K -356 -0.2%
RC
1350
Roundview Capital
New Jersey
$26.5M +$765K +6,077 +4%