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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
976
Physicians Financial Services
North Carolina
$855K +$83.5K +374 +10%
AIM
977
Axiom Investment Management
New York
$854K +$936K +4,192 New
HTC
978
Haverford Trust Company
Pennsylvania
$850K -$57.8K -259 -6%
AWA
979
Arete Wealth Advisors
Illinois
$845K +$214K +956 +30%
APP
980
Avantax Planning Partners
Iowa
$836K +$40.2K +180 +5%
PFS
981
Prospera Financial Services
Texas
$836K +$54.9K +246 +6%
BSPF
982
British Steel Pension Fund
United Kingdom
$834K +$793K +3,550 New
BC
983
Bartlett & Co
Ohio
$831K +$223 +1 +0%
BCWM
984
Bartlett & Co Wealth Management
Ohio
$831K +$223 +1 +0%
NP
985
Ninepoint Partners
Ontario, Canada
$829K
WHG
986
Westwood Holdings Group
Texas
$824K -$9.6K -43 -1%
BWM
987
Bernicke Wealth Management
Wisconsin
$818K +$28.4K +127 +3%
DP
988
Dearborn Partners
Illinois
$817K +$352K +1,574 +65%
Capstone Investment Advisors
989
Capstone Investment Advisors
New York
$817K +$865K +3,873 +2,786%
CAW
990
Cornerstone Advisors (Washington)
Washington
$816K +$323K +1,448 +57%
PL
991
PWMCO LLC
Illinois
$815K
LWS
992
Lucia Wealth Services
California
$814K -$414K -1,854 -32%
OBGC
993
O'Brien Greene & Co
Pennsylvania
$814K +$892K +3,995 New
IB
994
Intrust Bank
Kansas
$812K -$45.8K -205 -5%
KWM
995
Kingsview Wealth Management
Oregon
$810K +$56.1K +251 +7%
CG
996
Caprock Group
Idaho
$807K +$27.2K +122 +3%
FI
997
FormulaFolio Investments
Michigan
$801K
LS
998
Livforsakringsbolaget Skandia
Sweden
$798K
DWM
999
Dorchester Wealth Management
Quebec, Canada
$797K +$183K +820 +27%
FANJ
1000
Financial Architects (New Jersey)
New Jersey
$796K -$367K -1,645 -30%