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Name Holding Trade Value Shares
Change
Change in
Stake
FM
676
Foster & Motley
Ohio
$4.65M -$557K -20,075 -11%
WA
677
Waverly Advisors
Alabama
$4.6M +$1.22M +44,118 +36%
SPC
678
Sigma Planning Corp
Michigan
$4.59M +$2.32M +83,668 +102%
GWM
679
Geneos Wealth Management
Colorado
$4.59M +$61.7K +2,224 +1%
SA
680
SpiderRock Advisors
Delaware
$4.59M +$4.59M +165,433 New
WSFS
681
Wilmington Savings Fund Society
Delaware
$4.58M +$4.58M +165,052 New
Kovitz Investment Group Partners
682
Kovitz Investment Group Partners
Illinois
$4.56M -$121K -4,351 -3%
AWA
683
Arkadios Wealth Advisors
Georgia
$4.56M +$1.2M +43,318 +36%
AOWM
684
Alpha Omega Wealth Management
Virginia
$4.55M +$409K +14,736 +10%
HCPC
685
Hamilton Capital Partners (Canada)
$4.5M +$4.5M +162,272 New
CB
686
Community Bank
New York
$4.5M +$147K +5,308 +3%
SGC
687
Slocum, Gordon & Co
Rhode Island
$4.49M -$7.35K -265 -0.2%
EM
688
Excalibur Management
Massachusetts
$4.47M +$84K +3,026 +2%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$4.45M -$810K -29,191 -15%
PVI
690
Pine Valley Investments
New Jersey
$4.45M -$414K -14,927 -9%
CAM
691
Cubic Asset Management
Massachusetts
$4.4M +$129K +4,639 +3%
SFG
692
SevenBridge Financial Group
Pennsylvania
$4.37M +$162K +5,853 +4%
BOC
693
Barbara Oil Co
Illinois
$4.37M
LF
694
Longbow Finance
Switzerland
$4.37M +$4.37M +157,385 New
PCM
695
Parsons Capital Management
Rhode Island
$4.36M +$423K +15,239 +11%
RMAM
696
Raab & Moskowitz Asset Management
New Jersey
$4.34M +$630K +22,693 +17%
FFA
697
First Foundation Advisors
California
$4.33M +$574K +20,670 +15%
BL
698
BFSG LLC
California
$4.33M -$122K -4,384 -3%
CDH
699
Charles D. Hyman
$4.31M +$95.1K +3,427 +2%
AAM
700
AR Asset Management
California
$4.3M +$397K +14,300 +10%