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Name Holding Trade Value Shares
Change
Change in
Stake
PI
726
Pettee Investors
Connecticut
$1.26M -$18.5K -150 -1%
FFA
727
Fragasso Financial Advisors
Pennsylvania
$1.26M +$187K +1,510 +17%
C
728
Certuity
Florida
$1.25M +$591K +4,783 +82%
UAS
729
United Asset Strategies
New York
$1.25M +$104K +842 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
730
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$148K +1,200 +13%
TNA
731
True North Advisors
Texas
$1.21M -$49.7K -402 -4%
RCM
732
RNC Capital Management
California
$1.21M +$25K +202 +2%
BG
733
Bahl & Gaynor
Ohio
$1.2M -$177K -1,431 -12%
BHC
734
Bowen Hanes & Co
Florida
$1.2M -$495K -4,005 -28%
WT
735
Whittier Trust
California
$1.2M -$81.6K -660 -6%
KCM
736
Kathmere Capital Management
Pennsylvania
$1.19M +$227K +1,834 +22%
BPWM
737
Badgley Phelps Wealth Managers
Washington
$1.19M +$9.4K +76 +0.8%
CCM
738
Compass Capital Management
Minnesota
$1.18M -$6.5M -52,578 -84%
PCS
739
Personal CFO Solutions
New Jersey
$1.18M -$27K -218 -2%
CNBTD
740
Citizens National Bank Trust Department
Mississippi
$1.17M +$80.9K +654 +7%
RWM
741
Ritholtz Wealth Management
New York
$1.16M +$151K +1,223 +14%
Twin Tree Management
742
Twin Tree Management
Texas
$1.16M -$2.47K -20 -0.2%
SAS
743
Stelac Advisory Services
New York
$1.15M +$1.24M +10,006 New
EIP
744
Essential Investment Partners
Colorado
$1.14M -$195K -1,578 -14%
MAM
745
Mystic Asset Management
Rhode Island
$1.14M +$17.2K +139 +1%
BOC
746
Barbara Oil Co
Illinois
$1.14M
TGAM
747
TBH Global Asset Management
Tennessee
$1.13M -$191K -1,544 -14%
SPC
748
Sigma Planning Corp
Michigan
$1.13M +$762K +6,162 +181%
GWM
749
Gibbs Wealth Management
Georgia
$1.13M -$341K -2,759 -22%
JSSH
750
J. Safra Sarasin Holding
$1.12M -$17.1M -138,509 -94%