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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1051
Cookson Peirce & Co
Pennsylvania
$580K +$44.1K +223 +8%
GIM
1052
Groesbeck Investment Management
New Jersey
$579K
S
1053
swisspartners
Liechtenstein
$579K
SS
1054
Simplicity Solutions
Minnesota
$575K -$638K -3,225 -51%
SHFA
1055
SC&H Financial Advisors
Maryland
$575K -$8.9K -45 -1%
BCM
1056
Becker Capital Management
Oregon
$575K -$395 -2 -0.1%
CCA
1057
Checchi Capital Advisers
California
$575K +$64.8K +328 +12%
CIM
1058
Caldwell Investment Management
Ontario, Canada
$574K
OWP
1059
Obermeyer Wealth Partners
Colorado
$569K -$79.5K -402 -12%
AI
1060
Accredited Investors
Minnesota
$566K -$988 -5 -0.2%
JWCA
1061
J.W. Cole Advisors
Florida
$560K +$28.3K +143 +5%
HL
1062
HeadInvest LLC
Maine
$559K -$12.8K -65 -2%
AWM
1063
Axxcess Wealth Management
California
$556K +$7.12K +36 +1%
RB
1064
Renasant Bank
Mississippi
$553K +$41.3K +209 +8%
AF
1065
Allworth Financial
California
$549K +$48.4K +245 +9%
RCAG
1066
Rehmann Capital Advisory Group
Michigan
$547K -$131K -661 -19%
IFS
1067
Ifrah Financial Services
Arkansas
$544K -$405K -2,047 -41%
EFS
1068
Essex Financial Services
Connecticut
$534K -$393K -1,986 -41%
ALAM
1069
Asahi Life Asset Management
Japan
$534K +$316K +1,600 +130%
DWT
1070
Dorsey & Whitney Trust
South Dakota
$532K -$13.6K -69 -2%
RWA
1071
Ropes Wealth Advisors
Massachusetts
$530K +$38.2K +193 +7%
BPFA
1072
Barnes Pettey Financial Advisors
Mississippi
$528K
MP
1073
McDonald Partners
Ohio
$527K +$551K +2,789 +39,843%
ECM
1074
Evergreen Capital Management
Washington
$526K -$22.9K -116 -4%
PGH
1075
Partners Group Holding
Switzerland
$525K +$93.3K +472 +20%