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Name Holding Trade Value Shares
Change
Change in
Stake
BP
901
Ballentine Partners
Massachusetts
$2.47M +$238K +9,425 +10%
DF
902
Dunhill Financial
United Kingdom
$2.47M -$224K -8,889 -8%
MAS
903
Meeder Advisory Services
Ohio
$2.46M +$134K +5,294 +6%
FFM
904
Forum Financial Management
Illinois
$2.46M -$482K -19,121 -16%
WC
905
Woodstock Corp
Massachusetts
$2.46M -$22.7K -900 -0.9%
BCWM
906
Bartlett & Co Wealth Management
Ohio
$2.46M -$411K -16,287 -14%
CAM
907
Carret Asset Management
New York
$2.45M -$323K -12,822 -12%
KFS
908
Keynote Financial Services
Connecticut
$2.45M -$20.4K -807 -0.8%
WAOTB
909
Wealth Advisors of Tampa Bay
Florida
$2.44M -$1.24M -49,306 -33%
JPWM
910
Jamison Private Wealth Management
Georgia
$2.44M -$211K -8,385 -8%
HI
911
Harbour Investments
Wisconsin
$2.44M +$508K +20,136 +26%
SIAP
912
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.43M +$126K +5,000 +5%
CEI
913
Clark Estates Inc
New York
$2.41M +$182K +7,200 +8%
TCM
914
Twin Capital Management
Pennsylvania
$2.41M +$144K +5,726 +6%
GQG Partners
915
GQG Partners
Florida
$2.4M -$29.6K -1,174 -1%
AAIM
916
American Assets Investment Management
California
$2.39M
FLPIM
917
F.L. Putnam Investment Management
Massachusetts
$2.39M +$5.2K +206 +0.2%
UA
918
Unison Advisors
District of Columbia
$2.37M +$41.1K +1,631 +2%
Capstone Investment Advisors
919
Capstone Investment Advisors
New York
$2.37M -$4.88M -193,625 -67%
DAS
920
Diversify Advisory Services
Utah
$2.37M -$22.9K -910 -1%
MP
921
McDonald Partners
Ohio
$2.36M +$522K +20,719 +28%
DIA
922
Dean Investment Associates
Ohio
$2.36M -$518K -20,550 -18%
KF
923
Krilogy Financial
Missouri
$2.34M +$240K +9,531 +12%
WA
924
Wealth Alliance
New York
$2.33M +$60K +2,379 +3%
LDB
925
Lee, Danner & Bass
Tennessee
$2.33M -$276K -10,934 -10%