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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1101
Kovitz Investment Group Partners
Illinois
$1.08M +$184K +1,080 +31%
TAM
1102
Trillium Asset Management
Massachusetts
$1.07M
RRA
1103
Round Rock Advisors
Connecticut
$1.07M +$780K +4,569 New
BDS
1104
Banco de Sabadell
Florida
$1.07M -$195K -1,140 -20%
AR
1105
Advisory Research
Illinois
$1.07M -$140K -822 -15%
SAM
1106
SignalPoint Asset Management
Missouri
$1.06M
AFA
1107
American Financial Advisors
Georgia
$1.06M -$173K -1,011 -18%
APP
1108
Avantax Planning Partners
Iowa
$1.06M -$35.3K -207 -4%
Edgewood Management
1109
Edgewood Management
Connecticut
$1.06M
RCM
1110
RNC Capital Management
California
$1.06M
GAG
1111
GM Advisory Group
New York
$1.06M +$72.2K +423 +10%
SSG
1112
Summit Securities Group
New York
$1.06M +$768K +4,500 New
PPG
1113
Peak Planning Group
Colorado
$1.06M -$166K -975 -18%
SIM
1114
Spark Investment Management
New York
$1.06M +$768K +4,500 New
RIA
1115
Regal Investment Advisors
Michigan
$1.05M +$764K +4,479 New
IF
1116
IRON Financial
Illinois
$1.05M -$79.9K -468 -9%
TF
1117
TLWM Financial
Texas
$1.05M
ICG
1118
InterOcean Capital Group
Tennessee
$1.05M +$759K +4,446 New
RWM
1119
RBA Wealth Management
California
$1.04M -$50.2K -294 -6%
BPCE
1120
Bank Pictet & Cie (Europe)
Germany
$1.04M +$132K +771 +21%
WC
1121
Woodstock Corp
Massachusetts
$1.03M -$51.2K -300 -6%
FSCM
1122
Front Street Capital Management
Montana
$1.03M -$18.4K -108 -2%
VWM
1123
Vigilare Wealth Management
Arizona
$1.03M +$15.4K +90 +2%
FAG
1124
Financial Advisory Group
Texas
$1.03M +$134K +786 +22%
DWT
1125
Dorsey & Whitney Trust
South Dakota
$1.03M +$425K +2,493 +132%