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Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
701
Wellington Management Group
Massachusetts
$1.13M -$1.36M -4,827 -54%
BWM
702
BerganKDV Wealth Management
Minnesota
$1.13M +$55.2K +196 +5%
MA
703
Mutual Advisors
Nebraska
$1.12M +$69.2K +246 +6%
WW
704
Waterfront Wealth
Kansas
$1.12M +$15.5K +55 +2%
CCA
705
Checchi Capital Advisers
California
$1.12M -$6.75K -24 -0.6%
S
706
SignatureFD
Georgia
$1.11M +$78K +277 +7%
AW
707
Alaethes Wealth
Nevada
$1.11M +$1.13M +4,007 New
FFM
708
Forum Financial Management
Illinois
$1.11M – – –
BW
709
Basepoint Wealth
Iowa
$1.11M -$41.4K -147 -4%
MHS
710
M Holdings Securities
Oregon
$1.1M – – –
SWA
711
SFMG Wealth Advisors
Texas
$1.1M – – –
BFG
712
Beacon Financial Group
Texas
$1.1M -$6.19K -22 -0.6%
OC
713
Oakworth Capital
Alabama
$1.09M – – –
BTWM
714
Baker Tilly Wealth Management
Wisconsin
$1.08M -$8.16K -29 -0.7%
FCA
715
FinTrust Capital Advisors
South Carolina
$1.08M +$188K +667 +22%
SAM
716
Silvercrest Asset Management
New York
$1.07M -$505K -1,796 -32%
PA
717
Pinnacle Associates
New York
$1.07M -$776K -2,757 -42%
CGL
718
Clarius Group LLC
Washington
$1.06M +$29K +103 +3%
IC
719
Inverness Counsel
New York
$1.06M +$128K +455 +13%
AT
720
American Trust
Kentucky
$1.06M -$31K -110 -3%
OPS
721
Orion Portfolio Solutions
Nebraska
$1.06M +$268K +953 +33%
AIP
722
Ameritas Investment Partners
Nebraska
$1.04M -$60.5K -215 -5%
5L
723
55I LLC
Massachusetts
$1.04M +$765K +2,718 +263%
WIS
724
Wright Investors Service
Connecticut
$1.04M +$281 +1 +0%
CA
725
CoreCap Advisors
Michigan
$1.03M +$859K +3,053 +456%