Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
751
J. Safra Sarasin Holding
$1.12M -$17.1M -138,509 -94%
FGP
752
Freestone Grove Partners
California
$1.12M -$2.82M -22,795 -71%
SVWAG
753
Sound View Wealth Advisors Group
Georgia
$1.12M +$10K +81 +0.9%
CCM
754
Cullen Capital Management
New York
$1.11M +$1.16M +9,409 New
WPW
755
Winthrop Partners - WNY
New York
$1.11M +$1.16M +9,392 New
EB
756
Eastern Bank
Massachusetts
$1.11M -$120K -972 -9%
CLOS
757
Compagnie Lombard Odier SCmA
Switzerland
$1.1M -$480K -3,881 -29%
IA
758
IFP Advisors
Florida
$1.1M +$13.1K +106 +1%
PL
759
Parthenon LLC
Kentucky
$1.09M -$26.6K -215 -2%
GI
760
GLOBALT Investments
Georgia
$1.09M +$71.7K +580 +7%
WS
761
Wedbush Securities
California
$1.08M +$54.3K +439 +5%
EHC
762
Everett Harris & Co
California
$1.07M +$597K +4,827 +115%
PG
763
Patten Group
Tennessee
$1.07M +$69.4K +561 +7%
MAP
764
Managed Asset Portfolios
Michigan
$1.06M +$276K +2,228 +33%
SCM
765
Sterling Capital Management
North Carolina
$1.06M -$763K -6,168 -41%
MAS
766
Meeder Advisory Services
Ohio
$1.06M +$244K +1,972 +28%
FHA
767
Flagship Harbor Advisors
Massachusetts
$1.05M +$34.9K +282 +3%
CP
768
Cumberland Partners
Ontario, Canada
$1.05M +$1.1M +8,900 New
CPW
769
Cove Private Wealth
New York
$1.04M +$370K +2,991 +51%
SRC
770
Sage Rhino Capital
California
$1.04M -$13.7K -111 -1%
DAS
771
Dynamic Advisor Solutions
Arizona
$1.04M +$338K +2,735 +45%
SCM
772
Silvant Capital Management
Georgia
$1.04M -$9.77K -79 -0.9%
BSI
773
Bennett Selby Investments
Maine
$1.02M -$208K -1,683 -16%
RWPA
774
Richard W. Paul & Associates
Michigan
$1.02M +$1.48K +12 +0.1%
CAG
775
Cypress Advisory Group
Arizona
$1.02M +$129K +1,042 +14%