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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
926
Anchor Capital Advisors
Massachusetts
$944K -$24.7K -317 -2%
JPWM
927
Jamison Private Wealth Management
Georgia
$940K -$25.4K -326 -2%
BAM
928
Byrne Asset Management
New Jersey
$939K -$49.5K -636 -4%
FFM
929
Forum Financial Management
Illinois
$928K -$22.9K -294 -2%
CCM
930
Coldstream Capital Management
Washington
$925K -$74.9K -962 -6%
SIC
931
Salem Investment Counselors
North Carolina
$922K -$145K -1,863 -12%
WWA
932
WCG Wealth Advisors
Nevada
$921K +$75.2K +965 +7%
MNBTD
933
Moody National Bank Trust Division
Texas
$912K -$18.5K -238 -2%
Impax Asset Management Group
934
Impax Asset Management Group
United Kingdom
$911K +$37.4K +480 +4%
TCM
935
Tandem Capital Management
New Jersey
$907K +$335K +4,303 +45%
AIM
936
Alhambra Investment Management
Florida
$902K -$183K -2,351 -15%
LCM
937
Lazari Capital Management
California
$897K -$6.78K -87 -0.6%
SAM
938
Silvercrest Asset Management
New York
$897K +$110K +1,406 +11%
HIA
939
Harbor Investment Advisory
Maryland
$896K -$13.6K -174 -1%
BP
940
Ballentine Partners
Massachusetts
$894K -$117K -1,506 -10%
GI
941
GLOBALT Investments
Georgia
$893K +$570K +7,323 +115%
OAM
942
Ostrum Asset Management
France
$886K -$33.7K -433 -3%
AIM
943
Aspen Investment Management
Michigan
$877K -$204K -2,622 -16%
SF
944
Summit Financial
New Jersey
$875K +$224K +2,875 +27%
KPPF
945
Klein Pavlis & Peasley Financial
California
$871K +$66.7K +856 +7%
AFCM
946
Applied Finance Capital Management
Puerto Rico
$871K -$37.7K -484 -3%
IGM
947
Incline Global Management
New York
$869K +$444K +5,706 +75%
WANY
948
Wealthspire Advisors (New York)
New York
$869K -$174K -2,229 -14%
FFS
949
Founders Financial Securities
Maryland
$868K +$180K +2,307 +21%
GAA
950
Green Alpha Advisors
Colorado
$867K +$10.1K +130 +1%