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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
851
Crestwood Advisors Group
Massachusetts
$1.14M
MWM
852
Merriman Wealth Management
Washington
$1.14M -$10.3K -40 -0.9%
BDF
853
Balasa Dinverno & Foltz
$1.13M +$236K +917 +28%
SCI
854
S&CO Inc
Massachusetts
$1.13M
AWM
855
Altium Wealth Management
New York
$1.12M -$52.9K -205 -5%
CJA
856
C-J Advisory
California
$1.12M -$6.96K -27 -0.6%
AFG
857
Albion Financial Group
Utah
$1.11M +$6.45K +25 +0.6%
GT
858
Greenleaf Trust
Michigan
$1.11M +$91.5K +355 +9%
CFGS
859
Concourse Financial Group Securities
Alabama
$1.11M +$1.06M +4,099 New
FNBOH
860
First National Bank of Hutchinson
Kansas
$1.1M +$80.2K +311 +8%
RCS
861
Retirement Capital Strategies
California
$1.1M +$1.05M +4,063 New
1WA
862
180 Wealth Advisors
Washington
$1.09M -$85.3K -331 -8%
PAG
863
Private Advisory Group
Washington
$1.08M -$6.7K -26 -0.6%
BUB
864
BBVA USA Bancshares
Texas
$1.08M -$18.6K -72 -2%
WPW
865
Waldron Private Wealth
Pennsylvania
$1.06M +$49.5K +192 +5%
PFS
866
Physicians Financial Services
North Carolina
$1.06M -$6.45K -25 -0.6%
S
867
SignatureFD
Georgia
$1.06M -$252K -976 -20%
CWM
868
Confluence Wealth Management
Oregon
$1.05M -$5.42K -21 -0.5%
GIM
869
Guild Investment Management
California
$1.05M +$1M +3,885 New
BCM
870
Bluefin Capital Management
New York
$1.04M +$994K +3,857 New
HW
871
Hancock Whitney
Mississippi
$1.04M +$274K +1,062 +38%
ABC
872
Associated Banc-Corp
Wisconsin
$1.04M
AGA
873
Accuvest Global Advisors
Utah
$1.03M -$126K -488 -11%
MFS
874
Monetta Financial Services
Illinois
$1.03M +$206K +800 +27%
WHG
875
Westwood Holdings Group
Texas
$1.02M +$55.4K +215 +6%