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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Marietta Wealth Management
Georgia
$2.21M -$103K -607 -4%
WAM
527
Weatherly Asset Management
California
$2.19M -$190K -1,115 -8%
AAS
528
Annex Advisory Services
Wisconsin
$2.17M +$40.1K +235 +2%
TCM
529
Twin Capital Management
Pennsylvania
$2.16M -$17K -100 -0.8%
CWM
530
Confluence Wealth Management
Oregon
$2.15M -$45.7K -268 -5%
PH
531
Pinnacle Holdings
Oklahoma
$2.15M -$1.4M -8,219 -39%
CAM
532
Cresset Asset Management
Illinois
$2.14M -$44K -258 -2%
EWA
533
EP Wealth Advisors
California
$2.13M +$465K +2,729 +27%
TFS
534
Thoroughbred Financial Services
Tennessee
$2.13M -$92.5K -543 -4%
CC
535
Claybrook Capital
Massachusetts
$2.13M +$51.1K +300 +2%
QP
536
Quilter Plc
United Kingdom
$2.13M -$253K -1,483 -10%
APP
537
Avantax Planning Partners
Iowa
$2.12M +$42.3K +248 +2%
IFWM
538
Institute for Wealth Management
Colorado
$2.12M -$403K -2,363 -16%
OCM
539
Orser Capital Management
Texas
$2.11M -$343K -2,010 -14%
CK
540
Cohen Klingenstein
New York
$2.1M
AC
541
Allstate Corporation
Illinois
$2.09M -$444K -2,603 -17%
Mackenzie Financial
542
Mackenzie Financial
Ontario, Canada
$2.09M -$91.3K -536 -4%
GIM
543
Guardian Investment Management
California
$2.08M +$85.2K +500 +4%
CCMG
544
Clark Capital Management Group
Pennsylvania
$2.08M +$87.9K +516 +4%
VDI
545
Vaughan David Investments
Illinois
$2.08M -$68.7K -403 -3%
JWBC
546
J.W. Burns & Co
New York
$2.06M -$59.3K -348 -3%
HDIM
547
Hanson & Doremus Investment Management
Vermont
$2.05M +$104K +612 +5%
First Trust Advisors
548
First Trust Advisors
Illinois
$2.04M +$411K +2,410 +24%
EWM
549
EPG Wealth Management
Georgia
$2.04M +$10.4K +61 +0.5%
ADL
550
Asset Dedication LLC
California
$2.02M -$745K -4,371 -26%