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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
601
Windward Capital Management
California
$3.44M -$1.03M -51,770 -24%
KL
602
KWMG LLC
Kansas
$3.43M -$683K -34,272 -17%
EWA
603
EP Wealth Advisors
California
$3.43M -$177K -8,864 -5%
CWM
604
Concentric Wealth Management
California
$3.42M -$213K -10,678 -6%
VAS
605
Vestmark Advisory Solutions
Massachusetts
$3.41M -$452K -22,648 -12%
PAM
606
Private Asset Management
California
$3.4M -$1.68M -84,224 -34%
LFAS
607
Level Four Advisory Services
Texas
$3.37M -$857K -42,960 -21%
HSA
608
HBK Sorce Advisory
Pennsylvania
$3.34M -$1.03M -51,504 -24%
SW
609
SVB Wealth
Massachusetts
$3.34M -$190K -9,518 -6%
Lido Advisors
610
Lido Advisors
California
$3.33M -$252K -12,618 -7%
CAM
611
Carret Asset Management
New York
$3.33M -$1.04M -52,074 -25%
BWM
612
Buckley Wealth Management
Nevada
$3.32M -$1.33M -66,480 -30%
Capstone Investment Advisors
613
Capstone Investment Advisors
New York
$3.32M -$4.15M -207,928 -57%
SSWM
614
Smith Salley Wealth Management
North Carolina
$3.31M -$886K -44,434 -22%
CBB
615
Citizens Business Bank
California
$3.31M -$113K -5,687 -3%
KCM
616
Kanawha Capital Management
Virginia
$3.31M -$872K -43,727 -22%
CWM
617
Cornerstone Wealth Management
Missouri
$3.3M -$951K -47,703 -23%
IFG
618
Independent Financial Group
California
$3.29M -$847K -42,493 -21%
HW
619
Hamilton Wealth
California
$3.28M +$2.89M +144,880 +1,247%
ZIG
620
Zurich Insurance Group
Switzerland
$3.28M -$1.01M -50,674 -24%
BL
621
BFSG LLC
California
$3.28M +$3.12M +156,316 New
WCMN
622
Westchester Capital Management (Nebraska)
Nebraska
$3.26M -$1.02M -51,225 -25%
CK
623
Cohen Klingenstein
New York
$3.25M -$1M -50,168 -24%
PFS
624
Prospera Financial Services
Texas
$3.25M -$760K -38,121 -20%
JIC
625
Johnson Investment Counsel
Ohio
$3.24M -$958K -48,044 -24%