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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Merriman Wealth Management
Washington
$2.89M +$2.05M +10,685 +380%
PWS
552
Peloton Wealth Strategists
Indiana
$2.88M -$109K -565 -4%
NSAM
553
North Star Asset Management
Wisconsin
$2.88M -$30.8K -160 -1%
AA
554
Apriem Advisors
California
$2.88M -$14.2K -74 -0.5%
PL
555
Plancorp LLC
Missouri
$2.87M -$4.09M -21,274 -61%
WB
556
Webster Bank
Connecticut
$2.86M -$230K -1,197 -8%
KF
557
Krilogy Financial
Missouri
$2.86M +$805K +4,189 +46%
BFG
558
Berger Financial Group
Minnesota
$2.84M +$2.55M +13,273 New
CAM
559
Covenant Asset Management
New Jersey
$2.84M -$377K -1,962 -13%
AAS
560
Annex Advisory Services
Wisconsin
$2.83M +$17.7K +92 +0.7%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$2.83M +$625K +3,253 +33%
KFGK
562
Keystone Financial Group (Kentucky)
Kentucky
$2.82M +$1.31M +6,798 +107%
CNC
563
Canandaigua National Corp
New York
$2.82M +$991K +5,158 +64%
BWG
564
Beta Wealth Group
California
$2.81M +$2.52M +13,099 New
Mackenzie Financial
565
Mackenzie Financial
Ontario, Canada
$2.81M +$93.2K +485 +4%
IFWM
566
Institute for Wealth Management
Colorado
$2.79M +$43.8K +228 +2%
OCM
567
Orser Capital Management
Texas
$2.78M +$37.5K +195 +2%
PRC
568
Pearl River Capital
Michigan
$2.78M +$2.5M +12,980 New
GIM
569
Guardian Investment Management
California
$2.77M +$67.3K +350 +3%
EP
570
Eudaimonia Partners
Tennessee
$2.77M -$212K -1,104 -8%
NB
571
NBT Bank
New York
$2.76M -$182K -945 -7%
LSA
572
L & S Advisors
California
$2.74M +$2.46M +12,816 New
PH
573
Pinnacle Holdings
Oklahoma
$2.73M -$46.7K -243 -2%
CC
574
Claybrook Capital
Massachusetts
$2.73M -$25.9K -135 -1%
CK
575
Cohen Klingenstein
New York
$2.72M