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Name Holding Trade Value Shares
Change
Change in
Stake
Great Valley Advisor Group
951
Great Valley Advisor Group
Delaware
$18.5M +$533K +1,661 +3%
Ramsay Stattman Vela & Price
952
Ramsay Stattman Vela & Price
Colorado
$18.5M +$19.6K +61 +0.1%
Whalerock Point Partners
953
Whalerock Point Partners
Rhode Island
$18.4M +$713K +2,220 +4%
Valeo Financial Advisors
954
Valeo Financial Advisors
Indiana
$18.4M +$808K +2,518 +5%
CIA
955
Covington Investment Advisors
Pennsylvania
$18.3M +$264K +823 +2%
Advocacy Wealth Management Services
956
Advocacy Wealth Management Services
Georgia
$18.3M -$132K -412 -0.8%
Weatherly Asset Management
957
Weatherly Asset Management
California
$18.3M -$111K -345 -0.6%
BLB&B Advisors
958
BLB&B Advisors
Pennsylvania
$18.3M -$206K -642 -1%
Sawgrass Asset Management
959
Sawgrass Asset Management
Florida
$18.3M +$6.48M +20,197 +61%
Northwestern Mutual Investment Management Company
960
Northwestern Mutual Investment Management Company
Wisconsin
$18.3M -$186K -579 -1%
Northside Capital Management
961
Northside Capital Management
Oregon
$18.3M +$1.48M +4,613 +9%
Lyell Wealth Management
962
Lyell Wealth Management
California
$18.2M -$63.2K -197 -0.4%
Traynor Capital Management
963
Traynor Capital Management
Pennsylvania
$18.2M +$172K +535 +1%
Berkeley Inc
964
Berkeley Inc
Idaho
$18.1M +$79.6K +248 +0.5%
Bogart Wealth LLC
965
Bogart Wealth LLC
Virginia
$18.1M +$429K +1,337 +3%
GC Wealth Management RIA
966
GC Wealth Management RIA
Massachusetts
$18.1M -$1.74M -5,407 -9%
Connors Investor Services
967
Connors Investor Services
Pennsylvania
$17.9M +$1.7M +5,294 +11%
J. Safra Sarasin Holding
968
J. Safra Sarasin Holding
$17.8M +$3.24M +10,095 +23%
Archford Capital Strategies
969
Archford Capital Strategies
Illinois
$17.8M +$1.56M +4,852 +10%
Griffin Asset Management
970
Griffin Asset Management
New York
$17.7M +$95K +296 +0.6%
Miramar Capital
971
Miramar Capital
Illinois
$17.7M +$225K +701 +1%
M. Kulyk & Associates
972
M. Kulyk & Associates
Georgia
$17.7M +$1.5M +4,683 +10%
Ravenstone Capital Management
973
Ravenstone Capital Management
$17.7M +$469K +1,462 +3%
Threadgill Financial
974
Threadgill Financial
Texas
$17.7M -$269K -838 -2%
Eagle Rock Investment Company
975
Eagle Rock Investment Company
Georgia
$17.6M +$2.99M +9,300 +22%