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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1001
Cerity Partners OCIO
New York
$3.61M +$136K +2,802 +4%
WWM
1002
Western Wealth Management
Colorado
$3.6M +$117K +2,401 +3%
FSA
1003
Fort Sheridan Advisors
Illinois
$3.6M +$78.9K +1,624 +2%
ACM
1004
AlphaCrest Capital Management
New York
$3.59M -$354K -7,292 -8%
TNA
1005
True North Advisors
Texas
$3.58M -$22.8K -469 -0.6%
CC
1006
Chicago Capital
Illinois
$3.58M +$2.92K +60 +0.1%
AWM
1007
Avitas Wealth Management
California
$3.58M +$64.2K +1,321 +2%
SBIA
1008
Sheaff Brock Investment Advisors
Indiana
$3.57M +$40.5K +834 +1%
ECM
1009
Exchange Capital Management
Michigan
$3.57M -$338K -6,956 -8%
HF
1010
HRT Financial
New York
$3.57M +$3.96M +81,492 New
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.55M -$1.07K -22 -0%
FAT
1012
First American Trust
California
$3.54M -$5.26M -108,182 -57%
FBT
1013
First Bankers Trust
Kentucky
$3.54M -$144K -2,971 -4%
GC
1014
Grimes & Company
Massachusetts
$3.53M +$4.62K +95 +0.1%
YIA
1015
YHB Investment Advisors
Connecticut
$3.52M +$45.6K +938 +1%
FGP
1016
Foyston, Gordon, & Payne
Ontario, Canada
$3.52M +$815K +16,769 +26%
BG
1017
Bollard Group
Massachusetts
$3.52M -$30.9K -636 -0.8%
FFWA
1018
FRG Family Wealth Advisors
Washington
$3.51M +$44.9K +925 +1%
HCMT
1019
Highland Capital Management (Tennessee)
Tennessee
$3.48M -$112K -2,309 -3%
LWAC
1020
Laurel Wealth Advisors (California)
California
$3.48M -$688K -14,151 -15%
CCP
1021
Clarkston Capital Partners
Michigan
$3.47M +$53.5K +1,100 +1%
UA
1022
Unison Advisors
District of Columbia
$3.46M +$28.6K +589 +0.8%
WCM
1023
Windward Capital Management
California
$3.45M +$26.8K +551 +0.7%
HCM
1024
Howland Capital Management
Massachusetts
$3.44M +$235K +4,833 +7%
SWMG
1025
Signature Wealth Management Group
Georgia
$3.43M -$5.49K -113 -0.1%