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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1201
Leavell Investment Management
Alabama
$678K -$8.34K -50 -1%
JWCA
1202
J.W. Coons Advisors
Ohio
$675K
ATPW
1203
Ashton Thomas Private Wealth
Arizona
$673K +$23.5K +141 +4%
NFSG
1204
Newbridge Financial Services Group
Florida
$673K +$243K +1,458 +62%
DTL
1205
Dynamic Technology Lab
Singapore
$673K +$636K +3,813 New
FAS
1206
Formuepleje A/S
Denmark
$672K -$27K -162 -4%
First Manhattan
1207
First Manhattan
New York
$670K +$6.34K +38 +1%
FG
1208
Foster Group
Iowa
$670K +$634K +3,799 New
BFIC
1209
Bedell Frazier Investment Counselling
California
$667K
TCOO
1210
Trust Company of Oklahoma
Oklahoma
$662K -$4.17K -25 -0.7%
JFA
1211
JNBA Financial Advisors
Minnesota
$660K
FFA
1212
First Foundation Advisors
California
$658K -$30K -180 -5%
GIA
1213
Gladstone Institutional Advisory
Florida
$657K +$265K +1,586 +74%
CT
1214
Columbia Trust
Oregon
$655K +$620K +3,718 New
CG
1215
Corundum Group
Colorado
$654K +$20.2K +121 +3%
BOS
1216
Bingham Osborn & Scarborough
California
$652K -$168K -1,005 -21%
M
1217
Mirova
France
$652K +$448K +2,685 +266%
ACI
1218
Alpha Cubed Investments
California
$648K -$19.5K -117 -3%
SFA
1219
Source Financial Advisors
New York
$648K +$612K +3,669 New
WCM
1220
Weld Capital Management
New York
$642K +$606K +3,635 New
B
1221
Bellecapital
Switzerland
$639K
Bank Julius Baer & Co
1222
Bank Julius Baer & Co
Switzerland
$635K -$269K -1,613 -31%
LSAG
1223
Lake Street Advisors Group
New Hampshire
$632K -$1.83K -11 -0.3%
TAM
1224
Tealwood Asset Management
Minnesota
$632K
IFWM
1225
Institute for Wealth Management
Colorado
$631K +$35.5K +213 +6%