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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
951
Dorsey & Whitney Trust
South Dakota
$2.58M +$12.9K +36 +0.5%
PWM
952
Perigon Wealth Management
California
$2.58M -$1.29M -3,589 -33%
HAS
953
HBW Advisory Services
California
$2.57M +$376K +1,049 +17%
KIA
954
Knollwood Investment Advisory
Maryland
$2.56M
MKC
955
M. Kraus & Co
Vermont
$2.55M -$89.3K -249 -3%
MMPW
956
Mitchell McLeod Pugh & Williams
Alabama
$2.54M -$38K -106 -1%
BA
957
Bristlecone Advisors
Washington
$2.54M -$723K -2,016 -22%
CCM
958
Condor Capital Management
New Jersey
$2.53M
Envestnet Portfolio Solutions
959
Envestnet Portfolio Solutions
Illinois
$2.52M -$6.22M -17,326 -71%
JMFC
960
J.M. Forbes & Co
Massachusetts
$2.52M -$86.8K -242 -3%
DBG
961
De Burlo Group
Massachusetts
$2.52M -$676K -1,885 -21%
TC
962
TownSquare Capital
Utah
$2.51M -$2.85M -7,947 -53%
FG
963
Fiduciary Group
Georgia
$2.49M +$110K +307 +5%
MWM
964
Mission Wealth Management
California
$2.49M -$825K -2,301 -25%
CW
965
CreativeOne Wealth
Kansas
$2.49M -$209K -583 -8%
BWG
966
Boomfish Wealth Group
Georgia
$2.49M +$333K +929 +15%
SC
967
Syon Capital
California
$2.47M +$485K +1,352 +24%
SFS
968
Stiles Financial Services
Minnesota
$2.47M +$320K +892 +15%
SW
969
SVB Wealth
Massachusetts
$2.46M -$472K -1,316 -16%
NCM
970
Nelson Capital Management
California
$2.45M -$16.1K -45 -0.6%
IWA
971
Icon Wealth Advisors
Texas
$2.44M -$2.04M -5,673 -45%
HCG
972
Haven Capital Group
California
$2.43M -$56.7K -158 -2%
TC
973
Trilogy Capital
California
$2.43M +$284K +792 +13%
CAM
974
Cypress Asset Management
Texas
$2.42M -$403K -1,123 -14%
AWM
975
Absher Wealth Management
North Carolina
$2.42M +$471K +1,313 +24%