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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1176
Adalta Capital Management
New York
$3.3M -$2.86K -50 -0.1%
MWM
1177
Modera Wealth Management
New Jersey
$3.29M +$2.16M +37,789 +268%
LA
1178
Lifeworks Advisors
Michigan
$3.29M +$2.96M +51,858 New
JWCA
1179
J.W. Cole Advisors
Florida
$3.28M +$41.6K +728 +1%
OPA
1180
Old Port Advisors
Maine
$3.28M -$21.1K -369 -0.7%
OSNBOA
1181
Old Second National Bank of Aurora
Illinois
$3.28M +$511K +8,952 +14%
AIM
1182
Anchor Investment Management
South Carolina
$3.27M +$36K +630 +1%
ARC
1183
Advisor Resource Council
Texas
$3.26M +$1.18M +20,648 +67%
AAM
1184
Auxier Asset Management
Oregon
$3.24M +$47.4K +830 +2%
PAM
1185
Premier Asset Management
Illinois
$3.24M -$1.55M -27,058 -35%
NFG
1186
Next Financial Group
Texas
$3.24M +$423K +7,404 +17%
PT
1187
Plimoth Trust
Massachusetts
$3.23M -$88K -1,540 -3%
TAM
1188
Tealwood Asset Management
Minnesota
$3.23M -$223K -3,905 -7%
BL
1189
Balentine LLC
Georgia
$3.22M +$1.03M +18,045 +55%
MGIA
1190
Moneta Group Investment Advisors
Missouri
$3.22M +$387K +6,771 +15%
HIIFS
1191
Harel Insurance Investments & Financial Services
Israel
$3.22M -$2.32M -40,674 -45%
JG
1192
Jefferies Group
New York
$3.22M +$2.9M +50,741 New
HW
1193
Hancock Whitney
Mississippi
$3.21M -$206K -3,597 -7%
BWM
1194
BerganKDV Wealth Management
Minnesota
$3.2M +$25K +437 +0.9%
SWM
1195
Scissortail Wealth Management
Oklahoma
$3.2M +$2.88M +50,442 New
NA
1196
Navellier & Associates
Nevada
$3.19M -$103K -1,802 -3%
WI
1197
Wahed Invest
New York
$3.19M +$2.88M +50,381 New
CCP
1198
Clifford Capital Partners
Utah
$3.19M +$514K +9,000 +22%
FIM
1199
Freedom Investment Management
Connecticut
$3.18M -$39K -683 -1%
FPS
1200
Fieldpoint Private Securities
Connecticut
$3.17M +$153K +2,680 +6%