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Name Holding Trade Value Shares
Change
Change in
Stake
BIC
651
Bridges Investment Counsel
Nebraska
$744K -$1.6M -5,397 -69%
CWM
652
Confluence Wealth Management
Oregon
$743K +$6.51K +22 +0.9%
PCA
653
Peddock Capital Advisors
Massachusetts
$743K +$14.2K +48 +2%
DPIM
654
Duff & Phelps Investment Management
Illinois
$741K -$31.1K -105 -4%
GWM
655
Geneos Wealth Management
Colorado
$735K +$13K +44 +2%
NB
656
Nicolet Bankshares
Wisconsin
$726K -$45.3K -153 -6%
IB
657
Intrust Bank
Kansas
$724K +$82.9K +280 +14%
IFAM
658
Institutional & Family Asset Management
Colorado
$723K +$114K +384 +20%
ACP
659
Ashfield Capital Partners
California
$718K -$35.5K -120 -5%
GCP
660
GSA Capital Partners
United Kingdom
$716K +$275K +930 +68%
HSA
661
HBK Sorce Advisory
Pennsylvania
$709K -$1.48K -5 -0.2%
GIA
662
Gargoyle Investment Advisor
New Jersey
$704K
LPT
663
Legacy Private Trust
Wisconsin
$694K +$189K +637 +40%
NJBEST
664
New Jersey Better Educational Savings Trust
New Jersey
$689K -$237K -800 -27%
FIM
665
Foresters Investment Management
New York
$689K +$68.4K +231 +12%
KA
666
KLCM Advisors
Wisconsin
$688K
FNBOH
667
First National Bank of Hutchinson
Kansas
$686K -$18.4K -62 -3%
CIA
668
Choate Investment Advisors
Massachusetts
$665K -$13.6K -46 -2%
EGA
669
E&G Advisors
Texas
$664K -$8.88K -30 -1%
SAM
670
Silvercrest Asset Management
New York
$663K +$148K +500 +31%
JDR
671
Jay D. Rosenbaum
$659K +$51.8K +175 +9%
CIAS
672
Capital Investment Advisory Services
North Carolina
$657K -$166K -560 -21%
KFA
673
Kelleher Financial Advisors
New York
$657K +$29.6K +100 +5%
HWA
674
Heritage Wealth Advisors
Virginia
$652K +$9.77K +33 +2%
VFPI
675
Vantage Financial Partners (Illinois)
Illinois
$645K +$120K +404 +21%