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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
801
Fisher Asset Management
Washington
$589K -$61.2K -766 -10%
FFA
802
First Foundation Advisors
California
$588K +$213K +2,668 +59%
SP
803
Symmetry Partners
Connecticut
$587K -$93.3K -1,168 -14%
FNT
804
First National Trust
Pennsylvania
$587K +$7.51K +94 +1%
SCTC
805
Sanibel Captiva Trust Company
Florida
$584K +$142K +1,778 +33%
RFN
806
RDA Financial Network
Iowa
$582K -$9.43K -118 -2%
WI
807
Wintrust Investments
Illinois
$579K +$36.7K +460 +7%
PO
808
Private Ocean
California
$578K +$566K +7,089 New
NSIM
809
North Star Investment Management
Illinois
$577K -$92.3K -1,156 -14%
NME
810
Notis-McConarty Edward
$575K
SWA
811
SFMG Wealth Advisors
Texas
$575K +$1.04K +13 +0.2%
MCM
812
Morton Capital Management
California
$574K +$4.07K +51 +0.7%
CA
813
Claro Advisors
Massachusetts
$572K -$2.88K -36 -0.5%
STA
814
Summit Trail Advisors
New York
$571K +$104K +1,303 +23%
GCM
815
Greenland Capital Management
New York
$571K +$559K +7,000 New
WP
816
Wealthspan Partners
Iowa
$568K -$5.19K -65 -0.9%
VFA
817
Valeo Financial Advisors
Indiana
$568K +$8.07K +101 +1%
HDIM
818
Hanson & Doremus Investment Management
Vermont
$567K -$15.2K -190 -3%
NG
819
Norden Group
Utah
$563K -$44.3K -555 -7%
RFO
820
RiverGlades Family Offices
Florida
$563K
JWM
821
JFG Wealth Management
Colorado
$562K +$551K +6,893 New
CPIA
822
Cornell Pochily Investment Advisors
New York
$559K +$39.1K +489 +8%
CRWM
823
Castle Rock Wealth Management
California
$556K +$544K +6,807 New
EH
824
Equitable Holdings
New York
$553K +$64K +801 +13%
FZCM
825
Flynn Zito Capital Management
New York
$552K +$3.12K +39 +0.6%