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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1676
Jeppson Wealth Management
California
$20.1M -$131K -650 -0.7%
IA
1677
Intellus Advisors
Florida
$20.1M +$666K +3,298 +3%
HFS
1678
Haverford Financial Services
Pennsylvania
$20.1M -$40.4K -200 -0.2%
VBFG
1679
Vishria Bird Financial Group
Tennessee
$20.1M -$1.5M -7,436 -7%
MWA
1680
Monograph Wealth Advisors
California
$20.1M +$440K +2,177 +2%
CWM
1681
Cordatus Wealth Management
Pennsylvania
$20.1M +$1.4M +6,919 +8%
PWS
1682
Peterson Wealth Services
Utah
$20M -$516K -2,555 -3%
MWA
1683
Meridian Wealth Advisors
Texas
$20M +$252K +1,248 +1%
SF
1684
Symphony Financial
Texas
$19.9M +$13.1M +65,043 +224%
FFWA
1685
FRG Family Wealth Advisors
Washington
$19.9M -$168K -834 -0.9%
BWP
1686
BSW Wealth Partners
Colorado
$19.9M -$839K -4,153 -4%
HRC
1687
Hoertkorn Richard Charles
$19.9M -$473K -2,343 -2%
GD
1688
Grandfield & Dodd
New York
$19.8M +$408K +2,022 +2%
AMG
1689
Asset Management Group
Connecticut
$19.7M -$124K -616 -0.6%
TCM
1690
Tufton Capital Management
Maryland
$19.7M -$1.22M -6,053 -6%
DF
1691
DNCA Finance
France
$19.7M -$7.86M -38,896 -29%
BP
1692
Broadleaf Partners
Ohio
$19.7M -$3.72M -18,412 -16%
YWM
1693
Yukon Wealth Management
Kansas
$19.6M +$250K +1,236 +1%
GP
1694
Guardian Partners
Canada
$19.6M +$862K +4,266 +5%
EIP
1695
Ellis Investment Partners
Pennsylvania
$19.6M -$15.1K -75 -0.1%
GIM
1696
Generali Investments Management
Slovenia
$19.6M +$1.64M +8,098 +9%
ST
1697
Sentinel Trust
Texas
$19.6M -$494K -2,446 -2%
ACM
1698
Accent Capital Management
Ohio
$19.6M -$211K -1,044 -1%
WAM
1699
Wernau Asset Management
Massachusetts
$19.5M -$1.44M -7,155 -7%
FFS
1700
Founders Financial Securities
Maryland
$19.5M +$163K +809 +0.9%
66 67
68
69 70