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Name Holding Trade Value Shares
Change
Change in
Stake
BG
1001
Bollard Group
Massachusetts
$4.25M +$8.71K +171 +0.2%
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.25M +$86.9K +1,706 +2%
FNBOO
1003
First National Bank of Omaha
Nebraska
$4.24M -$43K -843 -1%
MWM
1004
Mission Wealth Management
California
$4.24M +$97.6K +1,916 +2%
SBIA
1005
Sheaff Brock Investment Advisors
Indiana
$4.24M -$26K -510 -0.6%
UAS
1006
United Asset Strategies
New York
$4.23M +$196K +3,844 +5%
GC
1007
Grimes & Company
Massachusetts
$4.23M +$7.18K +141 +0.2%
NFG
1008
Nations Financial Group
Iowa
$4.22M +$209K +4,106 +5%
FSA
1009
Fort Sheridan Advisors
Illinois
$4.22M +$27.4K +538 +0.7%
AWM
1010
Avitas Wealth Management
California
$4.22M +$60.4K +1,185 +1%
Nomura Holdings
1011
Nomura Holdings
Japan
$4.2M -$2.08M -40,837 -33%
SIM
1012
Studio Investment Management
Illinois
$4.2M -$123K -2,405 -3%
IC
1013
Ikarian Capital
Texas
$4.19M
CPO
1014
Cerity Partners OCIO
New York
$4.18M +$585K +11,479 +17%
YIA
1015
YHB Investment Advisors
Connecticut
$4.17M +$3.36K +66 +0.1%
EI
1016
Ethic Inc
New York
$4.16M +$2.1M +41,221 +108%
PFO
1017
Pathstone Family Office
New Jersey
$4.16M +$1.54M +30,285 +62%
FFWA
1018
FRG Family Wealth Advisors
Washington
$4.16M
SFA
1019
Sequoia Financial Advisors
Ohio
$4.15M -$59.7K -1,171 -1%
UCI
1020
Uncommon Cents Investing
Wisconsin
$4.14M -$3.06K -60 -0.1%
HSA
1021
HBK Sorce Advisory
Pennsylvania
$4.14M -$2.37M -46,468 -37%
HH
1022
Hilltop Holdings
Texas
$4.13M +$270K +5,290 +7%
WWM
1023
Western Wealth Management
Colorado
$4.12M +$41.2K +808 +1%
SWMG
1024
Signature Wealth Management Group
Georgia
$4.12M -$23.4K -460 -0.6%
UA
1025
Unison Advisors
District of Columbia
$4.11M +$30.7K +603 +0.8%