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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1201
Tiedemann Advisors
New York
$1.77M +$691K +22,627 +65%
PCM
1202
Perkins Capital Management
Minnesota
$1.76M -$11.3K -369 -0.6%
AP
1203
Appleton Partners
Massachusetts
$1.76M +$23.6K +772 +1%
PAM
1204
PVG Asset Management
Colorado
$1.76M -$549K -17,982 -24%
SA
1205
Strategic Advisors
New York
$1.75M +$7.6K +249 +0.4%
RCM
1206
Radnor Capital Management
Pennsylvania
$1.74M +$1.73M +56,575 New
MLL
1207
Moody Lynn & Lieberson
Massachusetts
$1.74M -$29.6K -969 -2%
IAMOG
1208
Investors Asset Management of Georgia
Georgia
$1.72M +$72.1K +2,361 +4%
CAMG
1209
CWA Asset Management Group
Florida
$1.71M +$476K +15,579 +39%
CRM
1210
Cramer Rosenthal McGlynn
Connecticut
$1.71M -$36.9M -1,210,208 -96%
SHCM
1211
Stokes & Hubbell Capital Management
Louisiana
$1.71M +$1.13K +37 +0.1%
SSWM
1212
Sheets Smith Wealth Management
North Carolina
$1.71M +$337K +11,025 +25%
SFWA
1213
Summit Financial Wealth Advisors
Louisiana
$1.7M -$329K -10,767 -16%
NEI
1214
Northwest & Ethical Investments
Ontario, Canada
$1.7M -$3.47M -113,612 -67%
CYG
1215
Clean Yield Group
Vermont
$1.69M +$8.7K +285 +0.5%
HWA
1216
Heritage Way Advisors
Illinois
$1.69M +$1.67M +54,809 New
IWMPD
1217
Integrated Wealth Management (Palm Desert)
California
$1.69M -$185K -6,058 -10%
SC
1218
Savant Capital
Illinois
$1.67M -$69.8K -2,286 -4%
WTB
1219
Washington Trust Bank
Washington
$1.67M +$21.1K +690 +1%
MSFP
1220
Mark Sheptoff Financial Planning
Connecticut
$1.67M +$38.3K +1,253 +2%
AIA
1221
Allegis Investment Advisors
Idaho
$1.67M +$346K +11,331 +26%
HHC
1222
Hutchin Hill Capital
New York
$1.67M +$965K +31,620 +140%
CWM
1223
Catamount Wealth Management
Connecticut
$1.66M -$478K -15,654 -22%
JWA
1224
JFS Wealth Advisors
Pennsylvania
$1.66M -$68.9K -2,258 -4%
LWAC
1225
Laurel Wealth Advisors (California)
California
$1.66M +$551K +18,056 +50%