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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
776
Perigon Wealth Management
California
$14M +$145K +674 +1%
NIG
777
NFJ Investment Group
Texas
$14M -$154K -717 -1%
MIA
778
MMBG Investment Advisors
Florida
$13.9M +$13.8M +64,212 New
MA
779
Montag & Associates
Georgia
$13.9M -$463K -2,155 -3%
Capstone Investment Advisors
780
Capstone Investment Advisors
New York
$13.9M +$4.71M +21,955 +52%
JPMIA
781
J.P. Marvel Investment Advisors
Massachusetts
$13.9M -$24.7K -115 -0.2%
V
782
Veritable
Delaware
$13.8M -$201K -936 -1%
SC
783
Skylands Capital
Wisconsin
$13.7M -$48.3K -225 -0.4%
EGA
784
Eagle Global Advisors
Texas
$13.6M -$228K -1,060 -2%
AP
785
Advisor Partners
California
$13.5M -$1.13M -5,253 -8%
CCM
786
Copeland Capital Management
Pennsylvania
$13.5M +$527K +2,456 +4%
CWM
787
Curi Wealth Management
North Carolina
$13.4M +$12.5M +58,402 +1,785%
SMI
788
Shelter Mutual Insurance
Missouri
$13.4M
PAS
789
Park Avenue Securities
New York
$13.3M +$674K +3,141 +5%
B
790
Brightworth
Georgia
$13.3M +$97.7K +455 +0.7%
AHC
791
Anderson Hoagland & Co
Missouri
$13.2M +$270K +1,256 +2%
AAS
792
Annex Advisory Services
Wisconsin
$13.2M +$3.05M +14,215 +30%
MRCM
793
M&R Capital Management
New Jersey
$13.1M -$95.1K -443 -0.7%
AAF
794
Andra AP-fonden
Sweden
$13.1M +$3.71M +17,300 +40%
TFA
795
Teamwork Financial Advisors
Texas
$13.1M -$4.27M -19,900 -25%
AJ
796
Ashburton (Jersey)
Jersey
$13.1M -$721K -3,358 -5%
DA
797
Dash Acquisitions
California
$13M +$1.96M +9,139 +18%
LDB
798
Lee, Danner & Bass
Tennessee
$13M +$1.01M +4,698 +9%
NI
799
Nepsis Inc
Minnesota
$13M +$965K +4,497 +8%
JSA
800
Jacobson & Schmitt Advisors
Wisconsin
$12.9M -$384K -1,790 -3%