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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1326
Coastal Bridge Advisors
Connecticut
$1.28M +$2.33K +74 +0.2%
CWM
1327
Circle Wealth Management
New Jersey
$1.28M +$12.4K +395 +1%
PFBT
1328
Parkside Financial Bank & Trust
Missouri
$1.27M +$77.2K +2,454 +6%
QSS
1329
Quantitative Systematic Strategies
Florida
$1.27M +$1.27M +40,378 New
BCP
1330
Berkeley Capital Partners
Georgia
$1.26M -$296K -9,395 -19%
AP
1331
Appleton Partners
Massachusetts
$1.26M -$16.5K -523 -1%
EWA
1332
Exencial Wealth Advisors
Oklahoma
$1.26M +$37.2K +1,181 +3%
UBG
1333
United Bank (Georgia)
Georgia
$1.26M +$76.8K +2,442 +6%
FMT
1334
First Mercantile Trust
Tennessee
$1.25M -$33.9K -1,077 -3%
IIC
1335
Ironwood Investment Counsel
Arizona
$1.25M -$11.2K -356 -0.9%
DLA
1336
Douglas Lane & Associates
New York
$1.25M -$129K -4,085 -9%
PCM
1337
Perkins Capital Management
Minnesota
$1.25M +$79.2K +2,516 +7%
AC
1338
Abbrea Capital
California
$1.25M -$53K -1,685 -4%
BIC
1339
Beach Investment Counsel
Pennsylvania
$1.25M
PP
1340
PagnatoKarp Partners
Virginia
$1.25M -$15.7K -499 -1%
AIA
1341
AGF Investments America
Ontario, Canada
$1.24M +$21.6K +687 +2%
AB
1342
Atlas Brown
Kentucky
$1.24M +$66.9K +2,127 +6%
PSC
1343
Prentiss Smith & Co
Vermont
$1.23M +$54.2K +1,721 +5%
JAM
1344
JCIC Asset Management
Ontario, Canada
$1.23M +$961K +30,551 +349%
HA
1345
Halsey Associates
Connecticut
$1.23M
PIA
1346
Peachtree Investment Advisors
Georgia
$1.23M +$212K +6,727 +21%
NEPWA
1347
New England Private Wealth Advisors
Massachusetts
$1.23M +$122K +3,890 +11%
PG
1348
Proffitt & Goodson
Tennessee
$1.23M -$80.1K -2,546 -6%
SWM
1349
Segment Wealth Management
Texas
$1.23M +$142K +4,526 +13%
CPO
1350
Cerity Partners OCIO
New York
$1.22M +$52.7K +1,675 +5%