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Name Holding Trade Value Shares
Change
Change in
Stake
GP
1101
Girard Partners
Pennsylvania
$2.74M -$451K -15,636 -15%
VCA
1102
Verdence Capital Advisors
Maryland
$2.74M -$62K -2,147 -2%
SP
1103
Symmetry Partners
Connecticut
$2.73M +$1.05M +36,360 +65%
TFO
1104
Tarbox Family Office
California
$2.73M +$1.28M +44,427 +92%
PCFFS
1105
Pacific Center for Financial Services
California
$2.73M -$58.6K -2,028 -2%
FCH
1106
Freestone Capital Holdings
Washington
$2.73M +$1.25M +43,431 +89%
PA
1107
Prism Advisors
California
$2.72M -$459K -15,897 -15%
B
1108
Bellecapital
Switzerland
$2.72M +$302K +10,457 +13%
TL
1109
TrueWealth LLC
Georgia
$2.7M -$119K -4,134 -4%
AWM
1110
Alterna Wealth Management
Texas
$2.68M -$228K -7,892 -8%
GAM
1111
Grandview Asset Management
Pennsylvania
$2.68M -$74.9K -2,595 -3%
CCG
1112
Ceeto Capital Group
Florida
$2.66M -$3.84K -133 -0.1%
Fiera Capital (Canada)
1113
Fiera Capital (Canada)
Quebec, Canada
$2.66M +$647K +22,397 +33%
APW
1114
Aurora Private Wealth
New Jersey
$2.66M +$2.6M +90,019 New
BOTW
1115
Bank of the West
California
$2.66M +$48.1K +1,665 +2%
WKWM
1116
Walter & Keenan Wealth Management
Indiana
$2.65M +$137K +4,732 +6%
SIC
1117
Sigma Investment Counselors
Michigan
$2.65M +$41.3K +1,430 +2%
TPA
1118
Trivium Point Advisory
Connecticut
$2.64M -$70.7K -2,450 -3%
OPS
1119
Orion Portfolio Solutions
Nebraska
$2.64M +$2.58M +89,439 New
CC
1120
Cognios Capital
Kansas
$2.63M -$2.53M -87,465 -50%
BKA
1121
Brick & Kyle Associates
Pennsylvania
$2.62M -$491 -17 -0%
SA
1122
Shilanski & Associates
Alaska
$2.61M +$20.7K +717 +0.8%
DFA
1123
Delta Financial Advisors
Louisiana
$2.6M +$16.5K +573 +0.7%
IIM
1124
Ipswich Investment Management
Massachusetts
$2.6M +$64K +2,218 +3%
WPC
1125
White Pine Capital
Minnesota
$2.6M +$379K +13,141 +18%