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Name Holding Trade Value Shares
Change
Change in
Stake
TW
726
Trajan Wealth
Arizona
$4.71M +$42.9K +148 +0.9%
BA
727
Bristlecone Advisors
Washington
$4.71M -$122K -421 -2%
AWM
728
Axxcess Wealth Management
California
$4.7M +$1.79M +6,172 +59%
NFG
729
Nations Financial Group
Iowa
$4.69M -$51.9K -179 -1%
IIM
730
Ipswich Investment Management
Massachusetts
$4.65M -$14.5K -50 -0.3%
EWA
731
Exencial Wealth Advisors
Oklahoma
$4.64M +$230K +793 +5%
PS
732
Principal Securities
Iowa
$4.63M +$118K +406 +3%
GRP
733
Global Retirement Partners
California
$4.62M +$269K +928 +6%
PWM
734
Perigon Wealth Management
California
$4.61M +$205K +708 +5%
CB
735
Community Bank
New York
$4.59M +$46.7K +161 +1%
PMG
736
ProVise Management Group
Florida
$4.59M -$27K -93 -0.6%
HWM
737
Hohimer Wealth Management
Washington
$4.59M +$484K +1,669 +11%
GIM
738
Guardian Investment Management
California
$4.58M -$719K -2,480 -13%
RCM
739
RB Capital Management
Nevada
$4.52M +$123K +425 +3%
RFC
740
Regions Financial Corp
Alabama
$4.52M -$8.41K -29 -0.2%
ACM
741
Advent Capital Management
New York
$4.52M +$290K +1,000 +7%
SC
742
Sawyer & Company
Massachusetts
$4.51M +$131K +450 +3%
MPM
743
Meritage Portfolio Management
Kansas
$4.51M -$436K -1,504 -9%
CCG
744
Cypress Capital Group
Florida
$4.5M +$419K +1,446 +10%
LNWWM
745
Laird Norton Wetherby Wealth Management
California
$4.5M -$49.6K -171 -1%
IIC
746
Ironwood Investment Counsel
Arizona
$4.5M +$611K +2,107 +15%
ACI
747
Alpha Cubed Investments
California
$4.5M -$1.12M -3,845 -19%
EI
748
EDMP Inc
Florida
$4.49M +$19.7K +68 +0.4%
CW
749
CreativeOne Wealth
Kansas
$4.49M +$164K +566 +4%
RP
750
Rowlandmiller & Partners
Georgia
$4.46M -$487K -1,680 -10%