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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1626
Curi RMB Capital
Illinois
$4.02M +$478K +10,660 +13%
IAS
1627
IMA Advisory Services
Colorado
$4.01M -$198K -4,430 -5%
PFWA
1628
Paces Ferry Wealth Advisors
Georgia
$4.01M -$120K -2,670 -3%
IRAG
1629
Investment Research & Advisory Group
Georgia
$4.01M -$1.97M -43,860 -32%
ZIMP
1630
Zimmermann Investment Management & Planning
Pennsylvania
$4.01M -$52K -1,160 -1%
WCA
1631
Westover Capital Advisors
Delaware
$4.01M +$12.5K +280 +0.3%
CWA
1632
Consilium Wealth Advisory
Texas
$4.01M -$416K -9,280 -9%
SAM
1633
Silphium Asset Management
United Kingdom
$4M +$672K +15,000 +19%
FPAS
1634
Focus Partners Advisor Solutions
Missouri
$3.99M +$42.1K +940 +1%
Gates Foundation Trust
1635
Gates Foundation Trust
Washington
$3.99M +$4.11M +91,650 New
JWBC
1636
J.W. Burns & Co
New York
$3.99M -$24.2K -540 -0.6%
DG
1637
DMC Group
Alabama
$3.98M -$48.8K -1,090 -11%
SP
1638
Successful Portfolios
Florida
$3.98M +$13.9K +310 +0.3%
JWM
1639
Jeppson Wealth Management
California
$3.98M -$83.3K -1,860 -2%
PFM
1640
Patton Fund Management
Texas
$3.97M +$428K +9,560 +12%
SAM
1641
S.A. Mason
Michigan
$3.97M -$596K -13,300 -13%
COI
1642
Connable Office Inc
Michigan
$3.97M -$992K -22,140 -20%
AFS
1643
Aft Forsyth & Sober
Florida
$3.96M
PHIMC
1644
Private Harbour Investment Management & Counsel
Ohio
$3.95M -$282K -6,290 -6%
PTP
1645
Platform Technology Partners
New York
$3.93M +$150K +3,350 +4%
CM
1646
Capula Management
Cayman Islands
$3.93M +$3.9M +87,110 +2,672%
GFP
1647
Gryphon Financial Partners
Ohio
$3.92M -$155K -3,470 -4%
GSIAS
1648
Garden State Investment Advisory Services
New Jersey
$3.92M -$258K -5,750 -6%
PVH
1649
Psagot Value Holdings
Israel
$3.92M +$285K +6,350 +8%
CWM
1650
Centurion Wealth Management
Virginia
$3.92M +$36.3K +810 +0.9%