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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
BerganKDV Wealth Management
Minnesota
$1.64M -$4.64K -44 -0.3%
FG
1302
Fiduciary Group
Georgia
$1.64M -$20.5K -194 -1%
CPSAC
1303
Chas P. Smith & Associates (CPS)
Florida
$1.63M -$45.1K -427 -3%
WW
1304
Westshore Wealth
California
$1.63M +$99.2K +940 +6%
WPW
1305
Waldron Private Wealth
Pennsylvania
$1.63M +$139K +1,320 +9%
PH
1306
Pinnacle Holdings
Oklahoma
$1.63M +$9.08K +86 +0.6%
IAS
1307
IMA Advisory Services
Colorado
$1.63M +$340K +3,224 +26%
SFS
1308
Solitude Financial Services
Virginia
$1.63M +$52.3K +495 +3%
PPWP
1309
Proquility Private Wealth Partners
Nevada
$1.62M +$59.6K +565 +4%
P
1310
Pitcairn
Pennsylvania
$1.62M -$767K -7,268 -32%
CCM
1311
Compton Capital Management
Rhode Island
$1.62M +$15.8K +150 +1%
WFG
1312
Wills Financial Group
Virginia
$1.62M +$115K +1,087 +8%
Verition Fund Management
1313
Verition Fund Management
Connecticut
$1.61M +$1.62M +15,393 New
ACM
1314
Allred Capital Management
Texas
$1.61M +$37.6K +356 +2%
ODCM
1315
Old Dominion Capital Management
Virginia
$1.6M +$33.6K +318 +2%
BAIA
1316
Bel Air Investment Advisors
California
$1.6M +$57.2K +542 +4%
SG
1317
Somerset Group
Minnesota
$1.6M – – –
OSNBOA
1318
Old Second National Bank of Aurora
Illinois
$1.6M -$6.97K -66 -0.4%
HRC
1319
Hoertkorn Richard Charles
$1.6M -$3.48K -33 -0.2%
TI
1320
Truehand Inc
New Hampshire
$1.6M – – –
HKIM
1321
Hayek Kallen Investment Management
Alabama
$1.59M -$25.2K -239 -2%
DIM
1322
Delta Investment Management
California
$1.59M +$317 +3 +0%
BIM
1323
Baldwin Investment Management
Pennsylvania
$1.59M +$127K +1,200 +9%
DIP
1324
DT Investment Partners
Pennsylvania
$1.59M +$69.5K +658 +5%
CFFP
1325
Center for Financial Planning
Michigan
$1.59M -$20.1K -190 -1%