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Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
551
Pine Haven Investment Counsel
Massachusetts
$3.75M -$27.3K -289 -0.7%
SSWM
552
Smith Salley Wealth Management
North Carolina
$3.74M +$295K +3,118 +8%
AFA
553
Arlington Financial Advisors
California
$3.74M +$1.09M +11,511 +38%
JFG
554
Jefferies Financial Group
New York
$3.72M -$4.98M -52,684 -56%
SAM
555
Silvercrest Asset Management
New York
$3.71M -$136K -1,436 -3%
MYIA
556
Mount Yale Investment Advisors
Colorado
$3.69M +$2.03M +21,510 +109%
CL
557
Choreo LLC
Illinois
$3.69M -$412K -4,360 -10%
GVAG
558
Great Valley Advisor Group
Delaware
$3.68M -$112K -1,182 -3%
HI
559
Horizon Investments
North Carolina
$3.67M +$240K +2,533 +7%
TVPW
560
Third View Private Wealth
Connecticut
$3.66M +$344K +3,637 +10%
EFM
561
E Fund Management
China
$3.64M +$3.85M +40,684 New
BBHC
562
Brown Brothers Harriman & Co
New York
$3.63M +$733K +7,752 +24%
VA
563
Vident Advisory
Georgia
$3.63M +$965K +10,200 +34%
PMWMG
564
Parr McKnight Wealth Management Group
Minnesota
$3.61M -$156K -1,652 -4%
TCWA
565
Turtle Creek Wealth Advisors
Texas
$3.6M -$74.4K -786 -2%
TMAM
566
Tokio Marine Asset Management
Japan
$3.58M -$145K -1,528 -4%
QPWM
567
Quadrant Private Wealth Management
Pennsylvania
$3.58M +$6.91K +73 +0.2%
Vontobel Holding
568
Vontobel Holding
Switzerland
$3.54M -$489K -5,174 -12%
GIM
569
Goelzer Investment Management
Indiana
$3.54M -$4.16K -44 -0.1%
PA
570
Pinnacle Associates
New York
$3.52M -$68.7K -726 -2%
LFG
571
Larson Financial Group
Missouri
$3.5M +$450K +4,762 +14%
EF
572
Empirical Finance
Pennsylvania
$3.46M -$6.05K -64 -0.2%
BAM
573
Bellevue Asset Management
Washington
$3.45M +$1.7K +18 +0%
MGP
574
Metis Global Partners
California
$3.45M -$300K -3,174 -8%
SCA
575
Stonebridge Capital Advisors
Minnesota
$3.45M +$45.5K +481 +1%