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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1476
Capstone Financial Advisors
Illinois
$633K +$395K +12,124 +156%
KA
1477
Klingman & Associates
New York
$631K +$4.69K +144 +0.7%
PPCM
1478
Pillar Pacific Capital Management
California
$629K +$58.4K +1,792 +10%
NEPWA
1479
New England Private Wealth Advisors
Massachusetts
$627K -$39.9K -1,223 -6%
CP
1480
Cinque Partners
California
$627K
RHDIC
1481
R.H. Dinel Investment Counsel
California
$627K
ESBC
1482
E.S. Barr & Co
Kentucky
$626K
EWA
1483
EP Wealth Advisors
California
$625K -$815 -25 -0.1%
AAS
1484
Annex Advisory Services
Wisconsin
$625K +$96.9K +2,972 +18%
TAM
1485
Trillium Asset Management
Massachusetts
$624K -$6.88K -211 -1%
DW
1486
Domani Wealth
Pennsylvania
$623K +$616K +18,897 +2,775%
FCE
1487
Fiera Capital (Europe)
Cayman Islands
$622K
RAM
1488
Roanoke Asset Management
New Jersey
$622K +$637K +19,541 New
ACI
1489
Advance Capital I
Michigan
$620K +$636K +19,499 New
SCG
1490
Sonata Capital Group
Washington
$619K +$56.7K +1,739 +10%
LBC
1491
Lowe Brockenbrough & Co
Virginia
$618K -$6.88K -211 -1%
TBA
1492
Train Babcock Advisors
New York
$615K -$30.9K -948 -5%
11A
1493
10-15 Associates
New York
$615K +$17.3K +532 +3%
PGA
1494
Portland Global Advisors
Maine
$613K +$83.5K +2,561 +15%
CIC
1495
Chilton Investment Company
Connecticut
$611K +$626K +19,201 New
BCM
1496
BTR Capital Management
California
$605K -$489 -15 -0.1%
FWP
1497
FAS Wealth Partners
Kansas
$605K +$48.3K +1,481 +8%
SAMC
1498
Shinko Asset Management Company
Japan
$604K -$53.5K -1,641 -8%
AIA
1499
AIMZ Investment Advisors
California
$604K +$8.28K +254 +1%
BCB
1500
Brian C. Broderick
$600K -$65.4K -2,006 -10%