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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Berman Capital Advisors
Georgia
$35K +$5.39K +94 +20%
RCC
402
Red Cedar Capital
Nebraska
$33K – – –
CIA
403
Cascade Investment Advisors
Oregon
$31.2K – – –
TCOV
404
Trust Company of Vermont
Vermont
$31K – – –
LFG
405
Larson Financial Group
Missouri
$29K +$115 +2 +0.4%
GAM
406
Gemmer Asset Management
California
$27K – – –
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$27K +$5.74K +100 +30%
AWA
408
Artemis Wealth Advisors
New York
$22.7K +$20.9K +364 New
RWB
409
RMR Wealth Builders
New Jersey
$22K +$20.1K +350 New
BAM
410
Barrett Asset Management
New York
$21K – – –
SFS
411
Sowell Financial Services
Arkansas
$20K -$631 -11 -4%
WAP
412
Wealthcare Advisory Partners
Pennsylvania
$20K +$18.8K +327 New
BBHC
413
Brown Brothers Harriman & Co
New York
$19K +$3.96K +69 +29%
TFO
414
Tarbox Family Office
California
$18K – – –
SWM
415
Spire Wealth Management
Virginia
$18K +$16.5K +287 New
TWA
416
TCI Wealth Advisors
Arizona
$17K – – –
IAIM
417
International Assets Investment Management
Florida
$17K +$8.03K +140 +92%
AP
418
Atwood & Palmer
Missouri
$16K – – –
CCM
419
Covington Capital Management
California
$16K – – –
KFI
420
Key Financial Inc
Pennsylvania
$16K – – –
APA
421
American Portfolios Advisors
New York
$15.6K – – –
WT
422
Whittier Trust
California
$15K – – –
AF
423
Advisornet Financial
Minnesota
$14K – – –
JFA
424
JNBA Financial Advisors
Minnesota
$14K – – –
PG
425
Proffitt & Goodson
Tennessee
$14K – – –