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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$1.43M -$92.1K -433 -6%
PA
502
Parallel Advisors
California
$1.42M +$187K +877 +14%
GP
503
Geneva Partners
Wisconsin
$1.4M +$1.46M +6,871 New
JWM
504
JGP Wealth Management
Oregon
$1.4M +$57.9K +272 +4%
SPC
505
Sigma Planning Corp
Michigan
$1.4M +$735K +3,455 +102%
HFM
506
Hartford Financial Management
Connecticut
$1.39M
MNBTD
507
Moody National Bank Trust Division
Texas
$1.39M +$367K +1,724 +34%
GT
508
Greenleaf Trust
Michigan
$1.38M +$274K +1,287 +23%
SH
509
SeaTown Holdings
Singapore
$1.38M +$1.44M +6,787 New
CIP
510
Cornerstone Investment Partners
Georgia
$1.37M
MCC
511
Money Concepts Capital
Florida
$1.36M -$36.2K -170 -2%
AIM
512
Acropolis Investment Management
Missouri
$1.36M +$3.19K +15 +0.2%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$94.3K +443 +7%
ADMI
514
Albert D. Mason Inc
Massachusetts
$1.36M +$3.19K +15 +0.2%
BDFN
515
Bond & Devick Financial Network
Minnesota
$1.35M +$3.83K +18 +0.3%
GWM
516
Geneos Wealth Management
Colorado
$1.34M -$90.2K -424 -6%
BF
517
BOK Financial
Oklahoma
$1.33M +$5.53K +26 +0.4%
FC
518
FORA Capital
Florida
$1.32M +$1.38M +6,483 New
DFC
519
DB Fitzpatrick & Co
Idaho
$1.31M -$182K -854 -12%
QIM
520
Quantitative Investment Management
Virginia
$1.3M +$1.36M +6,398 New
SFCL
521
Strengthening Families & Communities LLC
Massachusetts
$1.3M +$126K +592 +10%
AC
522
Allstate Corporation
Illinois
$1.3M +$730K +3,431 +116%
KCM
523
Kendall Capital Management
Maryland
$1.29M -$19.1K -90 -1%
CAM
524
Cresset Asset Management
Illinois
$1.28M -$6.38K -30 -0.5%
Cetera Investment Advisers
525
Cetera Investment Advisers
Illinois
$1.28M -$186K -874 -12%