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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
601
Pinnacle Family Advisors
Missouri
$7.84M +$644K +2,305 +8%
BP
602
Ballentine Partners
Massachusetts
$7.84M +$1.63M +5,827 +25%
CAN
603
Claraphi Advisory Network
United States
$7.77M -$4.71M -16,863 -37%
WI
604
Wahed Invest
New York
$7.73M +$573K +2,052 +8%
EWM
605
Evercore Wealth Management
New York
$7.68M
TAM
606
Trust Asset Management
Texas
$7.68M +$569K +2,039 +8%
MAG
607
Mass Ave Global
New York
$7.67M -$10.7M -38,480 -57%
Brown Advisory
608
Brown Advisory
Maryland
$7.65M +$646K +2,314 +9%
DPIM
609
Duff & Phelps Investment Management
Illinois
$7.64M +$508K +1,818 +7%
PWAG
610
Polaris Wealth Advisory Group
California
$7.59M +$3.35M +12,013 +55%
CG
611
Caprock Group
Idaho
$7.56M +$846K +3,031 +12%
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$7.52M +$7.05M +25,254 +816%
FC
613
Franchise Capital
Cayman Islands
$7.51M -$2.99M -10,697 -27%
GWM
614
Geneos Wealth Management
Colorado
$7.51M -$1.78M -6,387 -18%
CCM
615
Covington Capital Management
California
$7.49M +$141K +506 +2%
5L
616
55I LLC
Massachusetts
$7.47M +$5.71M +20,448 +265%
FBB
617
Fulton Breakefield Broenniman
Maryland
$7.44M +$20.7K +74 +0.3%
FIA
618
Foundations Investment Advisors
Arizona
$7.43M -$81.8K -293 -1%
EFS
619
Essex Financial Services
Connecticut
$7.38M +$317K +1,136 +4%
MNBTD
620
Moody National Bank Trust Division
Texas
$7.37M +$421K +1,506 +6%
MYLI
621
Meiji Yasuda Life Insurance
Japan
$7.36M +$472K +1,690 +6%
CAM
622
Centre Asset Management
New York
$7.34M +$2.82M +10,094 +57%
SC
623
Sepio Capital
Utah
$7.29M -$759K -2,718 -9%
GVAG
624
Great Valley Advisor Group
Delaware
$7.22M -$322K -1,154 -4%
MTIM
625
Marathon Trading Investment Management
Pennsylvania
$7.2M -$823K -2,948 -10%