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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1626
Cordatus Wealth Management
Pennsylvania
$12.2M -$150K -1,373 -1%
VC
1627
Vicus Capital
Pennsylvania
$12.2M -$33.4K -306 -0.3%
MCP
1628
Mirador Capital Partners
California
$12.2M -$412K -3,779 -3%
VA
1629
Valmark Advisers
Ohio
$12.2M +$217K +1,987 +2%
DPIM
1630
Duff & Phelps Investment Management
Illinois
$12.2M -$1.51M -13,800 -12%
Fuller & Thaler Asset Management
1631
Fuller & Thaler Asset Management
California
$12.2M
FWM
1632
Foresight Wealth Management
Utah
$12.2M -$424K -3,886 -4%
JWM
1633
Jeppson Wealth Management
California
$12.2M +$11.5M +105,095 New
PWMG
1634
Prestige Wealth Management Group
New Jersey
$12.2M +$384K +3,521 +3%
ADL
1635
Asset Dedication LLC
California
$12.2M +$2.5M +22,926 +28%
HIC
1636
Holderness Investments Company
North Carolina
$12.2M -$845K -7,740 -7%
CIG
1637
Consolidated Investment Group
Colorado
$12.1M -$1.42M -13,000 -11%
EAMA
1638
EFG Asset Management (Americas)
Florida
$12.1M +$299K +2,739 +3%
OAM
1639
Origin Asset Management
United Kingdom
$12.1M -$1.83M -16,800 -14%
GCA
1640
Gradient Capital Advisors
California
$12.1M +$431K +3,953 +4%
HI
1641
Harrington Investments
California
$12.1M -$1.24M -11,331 -10%
PAMG
1642
Patton Albertson Miller Group
Tennessee
$12.1M -$1.2M -11,015 -10%
AMC
1643
Asset Management Corp
Illinois
$12.1M -$200K -1,832 -2%
EH
1644
Employers Holdings
Nevada
$12M -$5.06M -46,372 -31%
AFP
1645
Ausdal Financial Partners
Iowa
$12M +$258K +2,368 +2%
CT
1646
Coastline Trust
Rhode Island
$12M -$2.37M -21,758 -17%
QCIG
1647
Quad-Cities Investment Group
Iowa
$12M +$799K +7,323 +8%
MWA
1648
Moser Wealth Advisors
Washington
$12M -$731K -6,700 -6%
TS
1649
Tamar Securities
California
$12M +$3.03M +27,755 +37%
OBGC
1650
O'Brien Greene & Co
Pennsylvania
$11.9M -$267K -2,443 -2%