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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Crumly & Associates
Illinois
$1.1M +$55.1K +1,038 +5%
BG
702
Bollard Group
Massachusetts
$1.09M
CAM
703
Cubic Asset Management
Massachusetts
$1.08M -$797 -15 -0.1%
DBIA
704
Dumont & Blake Investment Advisors
New Jersey
$1.07M -$18.3K -345 -2%
BCP
705
Blackhawk Capital Partners
Wisconsin
$1.07M -$563K -10,599 -33%
BMCM
706
Bryn Mawr Capital Management
Pennsylvania
$1.07M -$58.4K -1,100 -5%
SAI
707
Systematic Alpha Investments
New Jersey
$1.05M
BBHC
708
Brown Brothers Harriman & Co
New York
$1.05M +$56.3K +1,061 +5%
NSEDCP
709
NJ State Employees Deferred Compensation Plan
New Jersey
$1.05M
CW
710
Connectus Wealth
Ohio
$1.04M -$526K -9,914 -32%
MYIA
711
Mount Yale Investment Advisors
Colorado
$1.04M +$466K +8,773 +71%
V
712
Veritable
Delaware
$1.03M +$117K +2,197 +12%
TAS
713
TIFF Advisory Services
Pennsylvania
$1.03M +$1.11M +20,900 New
EIM
714
Essex Investment Management
Massachusetts
$1.02M -$76.7K -1,444 -6%
CCM
715
Coldstream Capital Management
Washington
$1.02M +$22.1K +417 +2%
PI
716
PGGM Investments
Netherlands
$1.01M -$948K -17,854 -46%
BAM
717
Belpointe Asset Management
Nevada
$1.01M +$312K +5,878 +40%
CA
718
Commerzbank Aktiengesellschaft
Germany
$1.01M +$194K +3,660 +22%
CG
719
Caprock Group
Idaho
$1M +$17.1K +322 +2%
HSA
720
HBK Sorce Advisory
Pennsylvania
$998K -$1.22M -23,014 -53%
HAI
721
Hennessy Advisors Inc
California
$997K -$212K -4,000 -16%
TSW
722
Thompson Siegel & Walmsley
Virginia
$995K -$797 -15 -0.1%
Carson Wealth (CWM LLC)
723
Carson Wealth (CWM LLC)
Nebraska
$995K +$195K +3,664 +22%
SAM
724
Smithbridge Asset Management
Pennsylvania
$993K +$66.1K +1,244 +7%
ECM
725
Estabrook Capital Management
New York
$992K