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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Roberts Wealth Advisors
California
$4.09M +$95.3K +525 +2%
CW
552
Connectus Wealth
Ohio
$4.06M +$1.17M +6,457 +38%
PBT
553
Pictet Bank & Trust
Bahamas
$4.06M
Jones Financial Companies
554
Jones Financial Companies
Missouri
$4.03M +$851K +4,688 +25%
MIA
555
MainStreet Investment Advisors
Illinois
$4.03M -$109K -600 -3%
WPW
556
Waldron Private Wealth
Pennsylvania
$4.01M +$26.7K +147 +0.6%
CIM
557
Chapman Investment Management
California
$4M +$127K +702 +3%
SHGA
558
Sand Hill Global Advisors
California
$3.98M +$6.9K +38 +0.2%
MYLI
559
Meiji Yasuda Life Insurance
Japan
$3.97M +$424K +2,336 +11%
EAM
560
EFG Asset Management
Oregon
$3.96M -$628K -3,460 -13%
ACP
561
Aviance Capital Partners
Florida
$3.96M -$114K -626 -3%
TAM
562
Townsend Asset Management
North Carolina
$3.93M +$12K +66 +0.3%
NAM
563
NorthCrest Asset Manangement
Minnesota
$3.9M -$156K -857 -4%
CTA
564
Colonial Trust Advisors
South Carolina
$3.89M +$526K +2,899 +15%
TW
565
TrinityPoint Wealth
Connecticut
$3.87M +$82.8K +456 +2%
RWM
566
Ritholtz Wealth Management
New York
$3.87M +$558K +3,076 +16%
NERM
567
New England Research & Management
Illinois
$3.87M +$722K +3,975 +22%
WDA
568
Wendell David Associates
New Hampshire
$3.83M +$140K +771 +4%
GCL
569
Gouws Capital LLC
North Carolina
$3.81M +$74.4K +410 +2%
ASN
570
Advisory Services Network
Georgia
$3.8M +$400K +2,204 +11%
SC
571
Scholtz & Company
Connecticut
$3.78M -$40.3K -222 -1%
WFG
572
Wills Financial Group
Virginia
$3.74M +$62.1K +342 +2%
ZF
573
Zhang Financial
Michigan
$3.73M -$486K -2,676 -11%
GCA
574
Greenwood Capital Associates
South Carolina
$3.73M +$882K +4,858 +29%
BAAM
575
Baker Avenue Asset Management
California
$3.72M +$530K +2,918 +16%