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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
676
Thompson Siegel & Walmsley
Virginia
$838K
GT
677
Greenleaf Trust
Michigan
$837K -$5.72K -146 -0.7%
TC
678
Titleist Capital
Texas
$836K -$741K -18,901 -48%
ADL
679
Asset Dedication LLC
California
$835K -$3.72K -95 -0.5%
AIM
680
Allen Investment Management
New York
$832K
SLWA
681
San Luis Wealth Advisors
California
$832K +$1.09M +27,778 New
FHA
682
First Horizon Advisors
Tennessee
$829K -$34.5K -879 -4%
KJHP
683
K.J. Harrison & Partners
Ontario, Canada
$826K -$196K -5,000 -20%
MFS
684
Monetta Financial Services
Illinois
$826K +$784K +20,000 New
RWA
685
Ropes Wealth Advisors
Massachusetts
$825K +$783K +19,965 New
CAM
686
Cresset Asset Management
Illinois
$821K +$105K +2,677 +16%
DG
687
DMC Group
Alabama
$811K -$195K -4,969 -20%
OAM
688
Oppenheimer Asset Management
New York
$808K +$415K +10,583 +118%
DY
689
Dowling & Yahnke
California
$804K -$15.5K -396 -2%
UFF
690
USA Financial Formulas
Michigan
$804K +$763K +19,467 New
FFM
691
Forum Financial Management
Illinois
$802K +$37.1K +946 +5%
AssetMark Inc
692
AssetMark Inc
California
$801K +$402K +10,243 +112%
SIC
693
Samalin Investment Counsel
New York
$790K +$28.3K +721 +4%
GAAM
694
Guinness Atkinson Asset Management
California
$788K +$156K +3,987 +26%
HBT
695
Hills Bank & Trust
Iowa
$785K +$45.2K +1,153 +6%
CCM
696
Chilton Capital Management
Texas
$783K -$20.6K -526 -3%
CCM
697
Coldstream Capital Management
Washington
$782K -$25.7K -656 -3%
CIG
698
Cairn Investment Group
Washington
$777K -$2.35K -60 -0.4%
CG
699
Caprock Group
Idaho
$777K +$123K +3,135 +20%
BCM
700
BTR Capital Management
California
$776K -$4.7K -120 -0.6%