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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
826
Beaton Management Company
Massachusetts
$1.85M
NS
827
NBC Securities
Alabama
$1.84M +$612K +2,714 +47%
PWM
828
Perigon Wealth Management
California
$1.84M +$284K +1,260 +17%
MFS
829
Madrona Financial Services
Washington
$1.83M -$24.4K -108 -1%
GP
830
Guardian Partners
Canada
$1.83M +$1.92M +8,525 New
RG
831
Rathbones Group
United Kingdom
$1.83M -$2.93K -13 -0.2%
DAS
832
Dynamic Advisor Solutions
Arizona
$1.82M +$368K +1,631 +24%
WF
833
WoodTrust Financial
Wisconsin
$1.82M -$45.5K -202 -2%
SHFA
834
SS&H Financial Advisors
Michigan
$1.82M -$13.5K -60 -0.7%
HSA
835
HBK Sorce Advisory
Pennsylvania
$1.81M +$122K +543 +7%
UCI
836
Uncommon Cents Investing
Wisconsin
$1.81M
GWM
837
Gibbs Wealth Management
Georgia
$1.8M -$537K -2,381 -22%
NG
838
Norden Group
Utah
$1.8M +$332K +1,474 +21%
LCS
839
Levin Capital Strategies
New York
$1.8M
DFC
840
DB Fitzpatrick & Co
Idaho
$1.8M -$60K -266 -3%
PVI
841
Pine Valley Investments
New Jersey
$1.79M +$25.5K +113 +1%
GWM
842
Geneos Wealth Management
Colorado
$1.78M -$270K -1,197 -13%
SWA
843
Stratos Wealth Advisors
Ohio
$1.78M +$507K +2,247 +37%
KIA
844
KCM Investment Advisors
California
$1.78M +$1.13K +5 +0.1%
WWM
845
Western Wealth Management
Colorado
$1.77M -$32.5K -144 -2%
GH
846
GAM Holding
Switzerland
$1.77M +$1.85M +8,199 New
Connor, Clark & Lunn Investment Management (CC&L)
847
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.77M +$1.85M +8,190 New
FCH
848
Freestone Capital Holdings
Washington
$1.76M +$103K +455 +6%
CBA
849
Coastal Bridge Advisors
Connecticut
$1.76M +$35.2K +156 +2%
TWP
850
Tempus Wealth Planning
California
$1.76M +$3.38K +15 +0.2%