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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Cordatus Wealth Management
Pennsylvania
$5.22M +$286K +5,732 +6%
S
852
SignatureFD
Georgia
$5.22M -$441K -8,837 -8%
NG
853
Norden Group
Utah
$5.21M +$1.81M +36,312 +53%
OIA
854
OneDigital Investment Advisors
Kansas
$5.21M -$182K -3,643 -3%
LWANC
855
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.21M +$848 +17 +0%
NC
856
NewSquare Capital
Pennsylvania
$5.2M -$376K -7,539 -7%
LK
857
Lumbard & Kellner
New Hampshire
$5.19M +$2.21M +44,345 +74%
NSIM
858
North Star Investment Management
Illinois
$5.19M +$2.82M +56,428 +118%
PIM
859
Penobscot Investment Management
Massachusetts
$5.19M -$632K -12,669 -11%
PA
860
Procyon Advisors
Connecticut
$5.19M -$1.14M -22,799 -18%
CG
861
Caprock Group
Idaho
$5.18M +$207K +4,148 +4%
SFG
862
SevenBridge Financial Group
Pennsylvania
$5.16M -$181K -3,632 -3%
WCWM
863
Willow Creek Wealth Management
California
$5.15M -$4.54K -91 -0.1%
SWP
864
Strategic Wealth Partners
Ohio
$5.15M +$340K +6,819 +7%
FCH
865
Freestone Capital Holdings
Washington
$5.14M +$318K +6,381 +7%
APSI
866
Asset Planning Services Inc
Louisiana
$5.12M -$74.7K -1,497 -1%
LF
867
Longbow Finance
Switzerland
$5.12M -$5.5M -110,243 -52%
BBHC
868
Brown Brothers Harriman & Co
New York
$5.08M +$181K +3,632 +4%
KIA
869
KCM Investment Advisors
California
$5.07M -$340K -6,811 -6%
WA
870
WealthTrust Axiom
Pennsylvania
$5.07M -$108K -2,163 -2%
NIC
871
Northwest Investment Counselors
Oregon
$5.07M -$77.1K -1,546 -2%
DAS
872
Diversify Advisory Services
Utah
$5.06M +$5.05M +101,204 New
RAM
873
Roanoke Asset Management
New Jersey
$5.05M -$4.39K -88 -0.1%
WIS
874
Wright Investors Service
Connecticut
$5.05M +$57.6K +1,155 +1%
MFG
875
Monte Financial Group
Connecticut
$5.04M +$14.7K +295 +0.3%