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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
776
Smith Salley Wealth Management
North Carolina
$3.73M -$860K -3,207 -18%
IWC
777
Integrated Wealth Concepts
Massachusetts
$3.71M +$82.3K +307 +2%
CIA
778
Choate Investment Advisors
Massachusetts
$3.7M +$23.6K +88 +0.6%
CTA
779
Chesley Taft & Associates
Illinois
$3.67M -$8.04K -30 -0.2%
APP
780
Avantax Planning Partners
Iowa
$3.67M -$64.9K -242 -2%
LA
781
Legacy Advisors
Pennsylvania
$3.66M -$37K -138 -1%
RBA
782
Richard Bernstein Advisors
New York
$3.64M -$1.65M -6,143 -31%
AWM
783
Apollon Wealth Management
South Carolina
$3.63M +$742K +2,769 +25%
FIM
784
Freedom Investment Management
Connecticut
$3.62M -$135K -505 -4%
CIP
785
Convergence Investment Partners
Florida
$3.62M -$143K -533 -4%
FCH
786
Freestone Capital Holdings
Washington
$3.62M -$1.32M -4,936 -26%
BFG
787
Beacon Financial Group
Texas
$3.61M -$10.5K -39 -0.3%
GP
788
Geneva Partners
Wisconsin
$3.6M +$3.13M +11,675 +571%
BSW
789
Buckingham Strategic Wealth
Missouri
$3.59M +$56.6K +211 +2%
CNC
790
Canandaigua National Corp
New York
$3.59M +$202K +754 +6%
LWM
791
Lodestone Wealth Management
Washington
$3.59M +$3.66M +13,672 New
IFWM
792
Institute for Wealth Management
Colorado
$3.54M -$33.8K -126 -0.9%
ADL
793
Asset Dedication LLC
California
$3.54M +$301K +1,122 +9%
PA
794
PFG Advisors
Arizona
$3.52M +$13.4K +50 +0.4%
SSWM
795
Sheets Smith Wealth Management
North Carolina
$3.52M -$804 -3 -0%
CCG
796
Cypress Capital Group
Florida
$3.52M +$39.9K +149 +1%
MFAM
797
Motley Fool Asset Management
Virginia
$3.52M -$98.1K -366 -3%
BFS
798
Bradley Foster & Sargent
Connecticut
$3.52M -$57.4K -214 -2%
HA
799
Hamel Associates
New Jersey
$3.51M
MLL
800
Moody Lynn & Lieberson
Massachusetts
$3.51M +$3.13M +11,675 +695%