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Name Holding Trade Value Shares
Change
Change in
Stake
SI
526
SII Investments
Wisconsin
$3.87M +$282K +1,656 +8%
V
527
Veritable
Delaware
$3.86M -$19.4K -114 -0.5%
RWP
528
RWA Wealth Partners
Massachusetts
$3.85M +$3.71M +21,794 New
M
529
MOTCO
Texas
$3.85M -$6.13K -36 -0.2%
LK
530
Lumbard & Kellner
New Hampshire
$3.81M -$1.7K -10 -0%
WKWM
531
Walter & Keenan Wealth Management
Indiana
$3.79M -$303K -1,780 -8%
BAM
532
Bruderman Asset Management
New York
$3.79M +$2.31M +13,564 +172%
FA
533
FDx Advisors
Illinois
$3.75M -$310K -1,819 -8%
OPCM
534
Osborne Partners Capital Management
California
$3.75M -$50.2K -295 -1%
NLI
535
Nippon Life Insurance
Japan
$3.74M -$784K -4,600 -18%
CWM
536
Calamos Wealth Management
Illinois
$3.74M -$2.09M -12,262 -37%
CAM
537
Columbia Asset Management
Michigan
$3.73M -$12.6K -74 -0.3%
FCMT
538
Founders Capital Management (Texas)
Texas
$3.72M +$3.58M +21,040 New
CA
539
Cullinan Associates
Kentucky
$3.72M -$1.14M -6,700 -24%
BC
540
Brinker Capital
Pennsylvania
$3.71M -$117K -688 -3%
PA
541
Profund Advisors
Maryland
$3.67M -$649K -3,813 -16%
SCM
542
Shelton Capital Management
Colorado
$3.67M -$317K -1,861 -8%
MC
543
Moors & Cabot
Massachusetts
$3.66M -$78.7K -462 -2%
CIC
544
Crawford Investment Counsel
Georgia
$3.64M -$681 -4 -0%
BAM
545
Brave Asset Management
New Jersey
$3.64M -$390K -2,292 -10%
LWM
546
Lyell Wealth Management
California
$3.62M -$74.9K -440 -2%
UR
547
USCA RIA
Texas
$3.59M +$1.95M +11,477 +130%
SFS
548
Strategic Financial Services
New York
$3.59M -$8.52K -50 -0.2%
APSI
549
Asset Planning Services Inc
Louisiana
$3.59M +$3.45M +20,280 New
FCM
550
Flinton Capital Management
Pennsylvania
$3.54M +$2.25M +13,184 +193%