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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1301
Mission Wealth Management
California
$1.22M -$128K -2,600 -9%
DSC
1302
Duncker Streett & Co
Missouri
$1.21M -$135K -2,740 -10%
QFA
1303
Quattro Financial Advisors
Texas
$1.21M +$98.2K +2,000 +9%
WPW
1304
Waldron Private Wealth
Pennsylvania
$1.21M +$39.3K +800 +3%
BHWM
1305
Bar Harbor Wealth Management
New Hampshire
$1.21M +$111K +2,260 +10%
EWM
1306
Empirical Wealth Management
Washington
$1.2M -$137K -2,780 -10%
SSA
1307
Schonfeld Strategic Advisors
New York
$1.2M -$2.21M -44,900 -64%
KF
1308
Krilogy Financial
Missouri
$1.2M +$121K +2,460 +11%
CHJWM
1309
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M +$213K +4,340 +21%
BEAM
1310
Baker Ellis Asset Management
Washington
$1.19M +$52.1K +1,060 +4%
EAM
1311
Evanson Asset Management
California
$1.19M +$17.7K +360 +1%
WP
1312
WealthSource Partners
California
$1.19M +$200K +4,080 +20%
CFA
1313
Capstone Financial Advisors
Illinois
$1.18M -$118K -2,400 -9%
SAM
1314
SignalPoint Asset Management
Missouri
$1.16M +$1.19M +24,220 New
CCM
1315
CrestPoint Capital Management
Missouri
$1.15M
ACM
1316
AUA Capital Management
Pennsylvania
$1.15M +$49.1K +1,000 +4%
PRS
1317
Pinkerton Retirement Specialists
Idaho
$1.15M +$53.1K +1,080 +5%
BIC
1318
Bridges Investment Counsel
Nebraska
$1.14M -$3.93M -80,060 -77%
FNBOH
1319
First National Bank of Hutchinson
Kansas
$1.13M -$47.2K -960 -4%
BG
1320
Bahl & Gaynor
Ohio
$1.13M +$19.6K +400 +2%
KJHP
1321
K.J. Harrison & Partners
Ontario, Canada
$1.13M +$206K +4,200 +22%
CAW
1322
Cornerstone Advisors (Washington)
Washington
$1.13M +$601K +12,240 +109%
BLAM
1323
Bourne Lent Asset Management
New York
$1.13M +$19.6K +400 +2%
WAS
1324
WESPAC Advisors SoCal
California
$1.12M +$270K +5,500 +31%
GEA
1325
Glen Eagle Advisors
New Jersey
$1.12M +$709K +14,440 +162%