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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1301
Balasa Dinverno & Foltz
$1.75M -$60.3K -486 -3%
BCP
1302
Blackhawk Capital Partners
Wisconsin
$1.75M +$744 +6 +0%
OWP
1303
Obermeyer Wealth Partners
Colorado
$1.75M -$15.5K -125 -0.8%
JFA
1304
JNBA Financial Advisors
Minnesota
$1.74M -$63.5K -512 -3%
LSAG
1305
Lake Street Advisors Group
New Hampshire
$1.73M +$114K +920 +7%
DAS
1306
Dynamic Advisor Solutions
Arizona
$1.73M -$342K -2,757 -16%
AWM
1307
Aberdeen Wealth Management
Illinois
$1.72M +$248 +2 +0%
CQS
1308
Credential Qtrade Securities
$1.71M +$53.7K +433 +3%
BA
1309
Bennicas & Associates
California
$1.71M -$62K -500 -3%
GF
1310
Gries Financial
Ohio
$1.71M +$56.5K +456 +3%
DC
1311
DeDora Capital
California
$1.7M -$16.5K -133 -0.9%
CCM
1312
Chilton Capital Management
Texas
$1.7M +$18.8K +152 +1%
TCM
1313
Teza Capital Management
Illinois
$1.7M +$1.03M +8,338 +138%
SIM
1314
Sentry Investment Management
Wisconsin
$1.7M -$299K -2,412 -14%
CNBTD
1315
Citizens National Bank Trust Department
Mississippi
$1.69M -$37.2K -300 -2%
MP
1316
McDonald Partners
Ohio
$1.69M +$1.77M +14,243 New
WBC
1317
West Branch Capital
Massachusetts
$1.69M -$6.57K -53 -0.4%
GCMG
1318
Gyroscope Capital Management Group
Florida
$1.69M +$22.1K +178 +1%
JFGIW
1319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M +$236K +1,900 +15%
GA
1320
GoalVest Advisory
New York
$1.68M +$1.76M +14,163 New
W
1321
Wealthquest
Ohio
$1.67M
WBCM
1322
Wilson & Boucher Capital Management
California
$1.67M +$24.8K +200 +1%
1IA
1323
1834 Investment Advisors
Wisconsin
$1.67M -$67.4K -544 -4%
TAM
1324
Trillium Asset Management
Massachusetts
$1.67M +$178K +1,433 +11%
FAIM
1325
Financial Advocates Investment Management
Washington
$1.66M +$101K +818 +6%