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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1526
Symphony Financial
Texas
$724K -$352K -16,742 -32%
JIP
1527
JBJ Investment Partners
South Carolina
$722K -$14.5K -689 -2%
KWM
1528
Keebeck Wealth Management
Illinois
$721K +$260K +12,366 +54%
AFAS
1529
Acorn Financial Advisory Services
Virginia
$720K -$516K -24,552 -41%
CA
1530
Claro Advisors
Massachusetts
$720K -$20.9K -996 -3%
CCA
1531
Cobblestone Capital Advisors
New York
$720K +$128K +6,113 +21%
T
1532
TOBAM
France
$717K +$74.1K +3,529 +11%
CAL
1533
Capital Analysts LLC
Pennsylvania
$716K +$104K +4,954 +16%
ML
1534
McAdam LLC
Pennsylvania
$715K +$123K +5,858 +20%
CAM
1535
Costello Asset Management
Pennsylvania
$714K -$109K -5,197 -13%
BAS
1536
Brown Advisory Securities
Maryland
$714K -$79.2K -3,769 -10%
CA
1537
Capital Advantage
California
$714K +$525 +25 +0.1%
HT
1538
Heritage Trust
Oklahoma
$713K -$88.2K -4,200 -11%
GD
1539
Grandfield & Dodd
New York
$710K -$34.2K -1,630 -4%
CG
1540
Cutler Group
California
$706K -$980K -46,659 -57%
HWM
1541
Hemington Wealth Management
Virginia
$706K -$7.37K -351 -1%
MA
1542
MCF Advisors
Kentucky
$706K +$21.6K +1,030 +3%
TA
1543
TrueWealth Advisors
Alabama
$705K +$87.4K +4,162 +14%
AC
1544
Abbrea Capital
California
$704K -$22K -1,047 -3%
FC
1545
Fusion Capital
South Carolina
$704K +$525 +25 +0.1%
DSC
1546
Duncker Streett & Co
Missouri
$703K -$151K -7,202 -17%
MAM
1547
Martingale Asset Management
Massachusetts
$700K -$480K -22,833 -40%
IAA
1548
Ironsides Asset Advisors
North Carolina
$700K -$41.7K -1,986 -5%
BFO
1549
Boston Family Office
Massachusetts
$700K -$39.8K -1,896 -5%
PIA
1550
Perennial Investment Advisors
California
$700K +$55.2K +2,629 +8%