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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BCGM Wealth Management
Indiana
$1.07M -$6.32K -36 -0.6%
BBI
402
Baxter Bros Inc
Connecticut
$1.06M -$153K -875 -13%
RPCONE
403
Retirement Planning Company of New England
Rhode Island
$1.05M +$3.51K +20 +0.3%
WPA
404
Winning Points Advisors
Florida
$1.04M -$8.77K -50 -0.8%
EVM
405
Evelyn V. Moreno
$1.04M +$43.9K +250 +4%
V
406
Veritable
Delaware
$1.04M +$427K +2,435 +71%
BF
407
BOK Financial
Oklahoma
$1.04M -$55.8K -318 -5%
APWM
408
Atlas Private Wealth Management
New York
$1.04M +$109K +619 +12%
NME
409
Notis-McConarty Edward
$1.03M -$52.6K -300 -5%
UB
410
UMB Bank
Missouri
$1.03M -$36K -205 -3%
KFGK
411
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$175 +1 +0%
FFA
412
First Foundation Advisors
California
$1.01M -$187K -1,066 -16%
CFB
413
Cullen/Frost Bankers
Texas
$1.01M -$7.37K -42 -0.7%
Asset Management One
414
Asset Management One
Japan
$1.01M +$258K +1,469 +35%
HI
415
Horizon Investments
North Carolina
$1.01M -$221K -1,257 -18%
SBH
416
Segall Bryant & Hamill
Illinois
$1M -$36K -205 -4%
SIG
417
Stonegate Investment Group
Alabama
$1M -$165K -942 -14%
PNAA
418
Pictet North America Advisors
Switzerland
$1M -$5.26K -30 -0.5%
MLL
419
Moody Lynn & Lieberson
Massachusetts
$994K +$44.4K +253 +5%
MFG
420
Monumental Financial Group
Maryland
$992K +$977K +5,567 New
CAM
421
Cresset Asset Management
Illinois
$991K +$643K +3,666 +123%
SW
422
SVB Wealth
Massachusetts
$982K -$283K -1,616 -23%
AWM
423
Apollon Wealth Management
South Carolina
$970K -$22.5K -128 -2%
BSB
424
Bangor Savings Bank
Maine
$965K -$295K -1,680 -24%
MGWM
425
Marks Group Wealth Management
Minnesota
$955K -$67.7K -386 -7%