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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1501
Royal Fund Management
Florida
$859K -$150K -4,671 -16%
NCM
1502
Neumann Capital Management
California
$854K -$226K -7,036 -22%
MWM
1503
Modera Wealth Management
New Jersey
$854K -$58.2K -1,810 -7%
AW
1504
ACG Wealth
Georgia
$848K -$415K -12,927 -34%
MFBTD
1505
MB Financial Bank - Trust Department
Illinois
$842K -$32.2K -1,001 -4%
KJHP
1506
K.J. Harrison & Partners
Ontario, Canada
$838K -$678K -21,080 -46%
BWA
1507
BDO Wealth Advisors
Florida
$837K -$23.8K -739 -3%
GA
1508
Greytown Advisors
Florida
$836K +$24.7K +767 +3%
AFP
1509
Ausdal Financial Partners
Iowa
$833K +$51.4K +1,599 +7%
AI
1510
ArchPoint Investors
Florida
$830K +$138K +4,290 +21%
MWPCG
1511
Measured Wealth Private Client Group
New Hampshire
$824K +$782K +24,341 New
PFA
1512
Pure Financial Advisors
California
$822K +$16.8K +524 +2%
DE
1513
Day & Ennis
Georgia
$820K -$184K -5,711 -19%
Kovitz Investment Group Partners
1514
Kovitz Investment Group Partners
Illinois
$819K +$45.9K +1,427 +6%
FPS
1515
Fieldpoint Private Securities
Connecticut
$819K +$166K +5,160 +27%
GRP
1516
Global Retirement Partners
California
$817K +$51.1K +1,589 +7%
IFS
1517
Ifrah Financial Services
Arkansas
$817K +$775K +24,125 New
CCG
1518
Ceeto Capital Group
Florida
$815K +$773K +24,064 New
WP
1519
WealthSource Partners
California
$812K -$12.6K -391 -2%
HTHT
1520
Hemenway Trust Hemenway Trust
New Hampshire
$806K -$11K -343 -1%
GKWIM
1521
Gerber Kawasaki Wealth & Investment Management
California
$805K -$23.9K -743 -3%
SSW
1522
Smith Shellnut Wilson
Mississippi
$802K +$193 +6 +0%
WPW
1523
Waldron Private Wealth
Pennsylvania
$801K +$111K +3,441 +17%
PTB
1524
Pioneer Trust Bank
Oregon
$800K +$25.4K +791 +3%
PH
1525
Pinnacle Holdings
Oklahoma
$796K +$38.8K +1,207 +5%