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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
851
Geneos Wealth Management
Colorado
$6.32M -$1.3M -2,248 -18%
Kovitz Investment Group Partners
852
Kovitz Investment Group Partners
Illinois
$6.3M -$976K -1,692 -14%
HF
853
HRT Financial
New York
$6.29M -$1.56M -2,703 -20%
WE
854
Wealth Effects
Massachusetts
$6.28M +$6.07M +10,532 New
S
855
SignatureFD
Georgia
$6.26M +$182K +316 +3%
FWTB
856
First Western Trust Bank
Colorado
$6.25M -$224K -389 -4%
AI
857
AXS Investments
New York
$6.25M -$654K -1,134 -10%
VVP
858
Venture Visionary Partners
Ohio
$6.23M -$73.8K -128 -1%
FWCM
859
Ferguson Wellman Capital Management
Oregon
$6.22M -$263K -456 -4%
RWM
860
RBA Wealth Management
California
$6.21M -$161K -280 -3%
SS
861
Simplicity Solutions
Minnesota
$6.2M +$210K +364 +4%
WCM
862
Wisconsin Capital Management
Wisconsin
$6.15M +$86.5K +150 +1%
Public Sector Pension Investment Board (PSP Investments)
863
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.14M -$22.2M -38,525 -79%
PAMG
864
Patton Albertson Miller Group
Tennessee
$6.14M +$871K +1,511 +17%
SWM
865
Sendero Wealth Management
Texas
$6.13M +$85.4K +148 +1%
CCG
866
Cypress Capital Group
Florida
$6.1M +$245K +424 +4%
DBG
867
De Burlo Group
Massachusetts
$6.1M
TCM
868
Twin Capital Management
Pennsylvania
$6.09M -$130K -225 -2%
PSP
869
Pacific Sage Partners
Washington
$6.07M
SA
870
Sicart Associates
New York
$6.06M -$459K -795 -7%
CWM
871
Compass Wealth Management
Connecticut
$6.06M -$61.7K -107 -1%
IWA
872
Icon Wealth Advisors
Texas
$5.99M +$5.79M +10,045 New
IWA
873
IBEX Wealth Advisors
New Jersey
$5.96M +$588K +1,020 +11%
AWAU
874
Alliance Wealth Advisors (Utah)
Utah
$5.95M +$57.7K +100 +1%
LG
875
Leuthold Group
Minnesota
$5.91M -$2.31K -4 -0%