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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1026
Windsor Wealth Management
Indiana
$1.79M +$14.1K +169 +0.8%
PAM
1027
Paradigm Asset Management
New York
$1.79M
AP
1028
Appleton Partners
Massachusetts
$1.79M -$147K -1,762 -7%
AF
1029
Allworth Financial
California
$1.79M +$1.19M +14,227 +169%
QIM
1030
Quest Investment Management
Oregon
$1.77M +$1M +12,013 +115%
UR
1031
USCA RIA
Texas
$1.77M +$74.7K +895 +4%
HSA
1032
HBK Sorce Advisory
Pennsylvania
$1.76M +$23K +276 +1%
AL
1033
Aspiriant LLC
California
$1.75M -$104K -1,244 -5%
SAM
1034
Security Asset Management
New York
$1.75M -$5.17K -62 -0.3%
AF
1035
Arrow Financial
New York
$1.73M -$1.5K -18 -0.1%
CC
1036
Chicago Capital
Illinois
$1.73M +$59.2K +710 +3%
PBT
1037
Pictet Bank & Trust
Bahamas
$1.72M -$709K -8,500 -28%
RCM
1038
RB Capital Management
Nevada
$1.72M +$148K +1,774 +9%
VFA
1039
Valeo Financial Advisors
Indiana
$1.72M -$127K -1,527 -7%
PA
1040
Parallel Advisors
California
$1.72M +$364K +4,366 +25%
OIA
1041
OneDigital Investment Advisors
Kansas
$1.72M +$494K +5,921 +37%
B
1042
Barings
North Carolina
$1.72M +$585K +7,008 +48%
MIM
1043
Montgomery Investment Management
Maryland
$1.7M
MLFP
1044
MPS Loria Financial Planners
Illinois
$1.7M +$5.51K +66 +0.3%
MIP
1045
Marietta Investment Partners
Wisconsin
$1.7M -$41.7K -500 -2%
EHWM
1046
Eads & Heald Wealth Management
Georgia
$1.69M -$84.4K -1,012 -5%
CCT
1047
Country Club Trust
Missouri
$1.69M +$47.4K +568 +3%
UCMOK
1048
United Capital Management of KS
Kansas
$1.69M +$222K +2,666 +14%
PHIMC
1049
Private Harbour Investment Management & Counsel
Ohio
$1.68M -$28K -335 -2%
SCM
1050
Salem Capital Management
Massachusetts
$1.68M