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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
2076
Keudell/Morrison Wealth Management
Oregon
$11.9M -$20K -119 -0.2%
ATFA
2077
All Terrain Financial Advisors
Minnesota
$11.8M -$262K -1,557 -2%
FAG
2078
Fortitude Advisory Group
Washington
$11.8M -$375K -2,229 -3%
PK
2079
Pflug Koory
Nebraska
$11.8M +$51K +303 +0.4%
NAMA
2080
Nikko Asset Management Americas
New York
$11.8M -$1M -5,967 -8%
COCM
2081
Charter Oak Capital Management
New Hampshire
$11.8M -$14.6K -87 -0.1%
BBWA
2082
Bell & Brown Wealth Advisors
California
$11.8M -$719K -4,277 -6%
IBOK
2083
Independence Bank of Kentucky
Kentucky
$11.8M -$457K -2,718 -4%
BRG
2084
Bay Rivers Group
Virginia
$11.8M -$94.3K -561 -0.8%
BDA
2085
Borer Denton & Associates
Pennsylvania
$11.8M +$11.4M +67,572 New
HIS
2086
Horizon Investment Services
Indiana
$11.8M -$350K -2,080 -3%
BBI
2087
Baxter Bros Inc
Connecticut
$11.8M -$158K -938 -1%
GCS
2088
Gordian Capital (Singapore)
Singapore
$11.8M -$168K -1,000 -1%
WAM
2089
WNY Asset Management
New York
$11.8M +$62.4K +371 +0.6%
SWP
2090
Strategic Wealth Partners
Ohio
$11.8M +$670K +3,987 +6%
JHCP
2091
Jackson Hole Capital Partners
Oklahoma
$11.7M +$818K +4,863 +8%
AA
2092
Advisory Alpha
Michigan
$11.7M +$93.3K +555 +0.8%
WDG
2093
Wealth Dimensions Group
Ohio
$11.7M +$163K +968 +1%
GEA
2094
Glen Eagle Advisors
New Jersey
$11.7M +$68.4K +407 +0.6%
PFSC
2095
Peoples Financial Services Corp
Pennsylvania
$11.7M -$638K -3,791 -5%
PC
2096
Port Capital
Illinois
$11.7M +$975K +5,800 +9%
IIM
2097
Intact Investment Management
Quebec, Canada
$11.7M -$1.43M -8,500 -11%
HFM
2098
Hartford Financial Management
Connecticut
$11.7M -$54K -321 -0.5%
WA1
2099
Wimmer Associates 1
California
$11.7M -$4.88K -29 -0%
TIA
2100
Trust Investment Advisors
Indiana
$11.7M -$105K -627 -0.9%