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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1051
Bleakley Financial Group
New Jersey
$3.16M -$483K -976 -12%
ZB
1052
Zions Bancorporation
Utah
$3.15M -$526K -1,063 -13%
CWM
1053
Compass Wealth Management
Connecticut
$3.15M -$1.25M -2,515 -26%
BP
1054
Ballentine Partners
Massachusetts
$3.13M -$432K -872 -11%
PIWA
1055
Prevail Innovative Wealth Advisors
Kansas
$3.13M +$2.34M +4,724 +205%
OPW
1056
Osprey Private Wealth
New York
$3.13M +$14.9K +30 +0.4%
RFN
1057
RDA Financial Network
Iowa
$3.12M -$1.01M -2,046 -23%
ITC
1058
Inspire Trust Company
Nevada
$3.11M +$637K +1,286 +23%
SCM
1059
Silvant Capital Management
Georgia
$3.11M -$22.3K -45 -0.6%
KTM
1060
Keeler Thomas Management
Utah
$3.11M +$89.6K +181 +3%
FWTB
1061
First Western Trust Bank
Colorado
$3.09M -$192K -387 -5%
CTA
1062
Colonial Trust Advisors
South Carolina
$3.09M +$556K +1,123 +19%
PNAA
1063
Pictet North America Advisors
Switzerland
$3.07M +$931K +1,881 +37%
AA
1064
ALPS Advisors
Colorado
$3.07M +$628K +1,268 +23%
HZ
1065
Hixon Zuercher
Ohio
$3.06M -$318K -643 -9%
CWM
1066
Chronos Wealth Management
Florida
$3.06M +$136K +275 +4%
NP
1067
NorthRock Partners
Minnesota
$3.05M -$722K -1,458 -18%
BMCM
1068
Bryn Mawr Capital Management
Pennsylvania
$3.04M -$76.2K -154 -2%
RWA
1069
Roberts Wealth Advisors
California
$3.04M -$129K -261 -3%
WAC
1070
William Allan Corp
Colorado
$3.03M +$758K +1,530 +29%
GIM
1071
Generali Investments Management
Slovenia
$3.02M +$3.37M +6,802 New
AHC
1072
Adell Harriman & Carpenter
Texas
$3.01M -$557K -1,125 -14%
MAM
1073
Morse Asset Management
Connecticut
$3.01M -$858K -1,733 -20%
MCG
1074
McCollum Christoferson Group
New York
$3M +$199K +402 +6%
SBIA
1075
Sheaff Brock Investment Advisors
Indiana
$3M +$103K +208 +3%