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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1576
Conning Inc
Connecticut
$27.6M -$855K -3,786 -3%
S
1577
SimplyRich
California
$27.6M -$16.9K -75 -0.1%
SA
1578
Sovran Advisors
California
$27.6M +$3.92M +17,335 +21%
CWM
1579
Concentrum Wealth Management
California
$27.5M -$2.03M -8,997 -8%
ALC
1580
Alexander Labrunerie & Co
Missouri
$27.5M +$562K +2,487 +2%
SSA
1581
Sierra Summit Advisors
Nevada
$27.5M -$1.05M -4,626 -4%
WC
1582
Weil Company
California
$27.4M -$135K -597 -0.6%
SC
1583
Skylands Capital
Wisconsin
$27.4M -$3.96M -17,550 -14%
TPWA
1584
TRUE Private Wealth Advisors
Oregon
$27.4M -$73.9K -327 -0.3%
AIM
1585
Arcadia Investment Management
Michigan
$27.4M -$802K -3,550 -3%
SP
1586
Symmetry Partners
Connecticut
$27.4M -$1.45M -6,416 -6%
GWANC
1587
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.4M +$109K +484 +0.5%
PT
1588
Plimoth Trust
Massachusetts
$27.4M -$223K -989 -0.9%
SWM
1589
Stockman Wealth Management
Montana
$27.3M +$373K +1,652 +2%
JCM
1590
Jacobi Capital Management
Pennsylvania
$27.2M -$53.5K -237 -0.2%
HIP
1591
Harrell Investment Partners
Texas
$27.2M -$687K -3,043 -3%
WIM
1592
Wittenberg Investment Management
Massachusetts
$27.1M -$296K -1,310 -1%
QPW
1593
Quantum Private Wealth
Florida
$27.1M -$489K -2,166 -2%
PCS
1594
Personal CFO Solutions
New Jersey
$27.1M -$686K -3,037 -3%
FM
1595
Family Management
New York
$27.1M +$138K +611 +0.6%
FWM
1596
Focused Wealth Management
New York
$27.1M -$74.3K -329 -0.3%
RWP
1597
Ridgecrest Wealth Partners
California
$27M -$36.6K -162 -0.2%
WA
1598
Wilmar Advisors
Florida
$27M
CA
1599
Crewe Advisors
Utah
$27M -$85.2K -377 -0.4%
NFG
1600
Nadler Financial Group
Illinois
$27M -$807K -3,574 -3%