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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1001
Kovitz Investment Group Partners
Illinois
$2.97M -$651K -3,458 -19%
KIA
1002
KCM Investment Advisors
California
$2.97M +$111K +592 +4%
MCM
1003
Maltese Capital Management
New York
$2.96M +$2.12M +11,250 +300%
FCBT
1004
First Citizens Bank & Trust
North Carolina
$2.95M -$1.77M -9,415 -39%
TCM
1005
Tandem Capital Management
New Jersey
$2.95M -$1.88K -10 -0.1%
WAS
1006
Winch Advisory Services
Wisconsin
$2.95M +$20.9K +111 +0.7%
FFN
1007
Focus Financial Network
Minnesota
$2.94M -$21.3K -113 -0.8%
GIM
1008
Guardian Investment Management
California
$2.94M
CAM
1009
Columbia Asset Management
Michigan
$2.91M -$114K -606 -4%
BFEC
1010
Benjamin F. Edwards & Company
Missouri
$2.9M +$621K +3,295 +29%
AWM
1011
Avitas Wealth Management
California
$2.88M -$62.5K -332 -2%
HAG
1012
HighPoint Advisor Group
Illinois
$2.87M -$384K -2,037 -13%
TFS
1013
Thoroughbred Financial Services
Tennessee
$2.87M -$61K -324 -2%
OPCM
1014
Osborne Partners Capital Management
California
$2.85M
LBD
1015
Landsberg Bennett & Dubbaneh
Florida
$2.83M -$466K -2,476 -15%
S
1016
SignatureFD
Georgia
$2.83M +$608K +3,226 +29%
CFG
1017
Capstone Financial Group
Oklahoma
$2.8M -$188 -1 -0%
MSE
1018
MUFG Securities EMEA
United Kingdom
$2.8M +$925K +4,910 +53%
HFRG
1019
Houlihan Financial Resource Group
Virginia
$2.8M +$2.74M +14,561 New
AMCA
1020
Arthur M. Cohen & Associates
Illinois
$2.8M +$939K +4,984 +54%
EAM
1021
Eagle Asset Management
Florida
$2.79M -$25.2K -134 -0.9%
MC
1022
Moors & Cabot
Massachusetts
$2.79M +$396K +2,100 +17%
IA
1023
IFP Advisors
Florida
$2.76M +$1.28M +6,794 +94%
MSFP
1024
Mark Sheptoff Financial Planning
Connecticut
$2.76M +$75.3K +400 +3%
BAM
1025
Blueshift Asset Management
New Jersey
$2.75M -$5.51M -29,263 -68%