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Name Holding Trade Value Shares
Change
Change in
Stake
ACI
701
Alpha Cubed Investments
California
$3.13M -$1.11M -4,431 -24%
AWP
702
Abacus Wealth Partners
California
$3.12M +$1.89M +7,530 +116%
SMC
703
Smith, Moore & Co
Missouri
$3.1M +$49.7K +198 +1%
GSWM
704
Golden State Wealth Management
California
$3.09M -$246K -981 -7%
LWM
705
Laidlaw Wealth Management
New York
$3.08M +$1.46M +5,808 +72%
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$3.08M -$660K -2,628 -16%
Fisher Asset Management
707
Fisher Asset Management
Washington
$3.08M +$65.5K +261 +2%
MS
708
Madden Securities
Texas
$3.07M +$3.46M +13,794 New
LWAC
709
Laurel Wealth Advisors (California)
California
$3.05M -$1.22M -4,866 -26%
AMCA
710
Arthur M. Cohen & Associates
Illinois
$3.05M -$280K -1,116 -8%
GVAG
711
Great Valley Advisor Group
Delaware
$3.02M -$1.22M -4,872 -26%
WJWM
712
Williams Jones Wealth Management
New York
$3M +$101K +402 +3%
NFG
713
Nations Financial Group
Iowa
$2.99M +$1.82M +7,266 +118%
WIS
714
Wright Investors Service
Connecticut
$2.97M +$3.34M +13,320 New
PAG
715
Private Advisory Group
Washington
$2.96M -$133K -528 -4%
SC
716
Sepio Capital
Utah
$2.94M +$1.46M +5,829 +79%
CT
717
Coastline Trust
Rhode Island
$2.93M +$1.56M +6,195 +89%
NFG
718
Nadler Financial Group
Illinois
$2.93M -$62.5K -249 -2%
RFMS
719
RWQ Financial Management Services
Florida
$2.92M -$4.54M -18,075 -58%
TFGT
720
TS Financial Group (TSFG)
Illinois
$2.92M -$36.2K -144 -1%
ANTB
721
AMG National Trust Bank
Colorado
$2.92M -$143K -570 -4%
EI
722
Ethic Inc
New York
$2.9M +$975K +3,885 +43%
CWMU
723
Caliber Wealth Management (Utah)
Utah
$2.89M +$1.13M +4,509 +53%
GG
724
Gofen & Glossberg
Illinois
$2.88M +$380K +1,515 +13%
BBHC
725
Brown Brothers Harriman & Co
New York
$2.88M +$414K +1,647 +15%