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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1451
F/M Investments
District of Columbia
$204K +$183K +834 New
CSIC
1452
Clifford Swan Investment Counsel
California
$203K +$182K +830 New
IEFM
1453
IQ EQ Fund Management
Ireland
$202K -$568K -2,591 -76%
AGP
1454
Autumn Glory Partners
Texas
$202K +$181K +826 New
CA
1455
Calton & Associates
Florida
$200K +$180K +823 New
LS
1456
Leelyn Smith
Illinois
$199K
MMG
1457
Monetary Management Group
Missouri
$199K
BWM
1458
BerganKDV Wealth Management
Minnesota
$197K +$5.48K +25 +3%
GM
1459
GeoWealth Management
Illinois
$193K +$30.7K +140 +21%
TSWM
1460
Tyler-Stone Wealth Management
Ohio
$184K +$166K +756 New
HA
1461
Homestead Advisers
Virginia
$162K +$34.4K +157 +31%
GCS
1462
Gordian Capital (Singapore)
Singapore
$159K +$142K +650 New
CT
1463
Cambridge Trust
Massachusetts
$158K +$142K +649 New
KFP
1464
KB Financial Partners
New Jersey
$156K +$140K +640 New
IUHSA
1465
Itau Unibanco Holding S.A.
Brazil
$154K -$3.71M -16,934 -96%
NIMI
1466
Natixis Investment Managers International
France
$152K +$136K +623 New
MSFP
1467
Mark Sheptoff Financial Planning
Connecticut
$150K
RPCONE
1468
Retirement Planning Company of New England
Rhode Island
$138K +$125K +569 New
AWM
1469
AllSquare Wealth Management
New York
$137K
AWM
1470
Atticus Wealth Management
Florida
$135K
PP
1471
Peconic Partners
New York
$134K -$98.6K -450 -45%
PMFA
1472
Plante Moran Financial Advisors
Michigan
$127K +$16K +73 +16%
GWS
1473
Glassman Wealth Services
Virginia
$125K +$19.5K +89 +21%
EBA
1474
Eagle Bay Advisors
New York
$120K -$123K -563 -53%
BWM
1475
Baystate Wealth Management
Massachusetts
$119K +$35.7K +163 +50%