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Name Holding Trade Value Shares
Change
Change in
Stake
GW
651
GW & Wade
Massachusetts
$1.06M -$17.2K -268 -2%
EC
652
Estate Counselors
Wisconsin
$1.05M +$16.4K +255 +2%
IFWM
653
Institute for Wealth Management
Colorado
$1.05M -$116K -1,803 -10%
GD
654
Grandfield & Dodd
New York
$1.05M -$7.71K -120 -0.7%
CGL
655
Clarius Group LLC
Washington
$1.04M +$28.6K +445 +3%
SIM
656
Sentry Investment Management
Wisconsin
$1.04M -$152K -2,369 -13%
HR
657
Howe & Rusling
New York
$1.04M +$396K +6,160 +61%
LIA
658
LS Investment Advisors
Michigan
$1.04M +$187K +2,916 +22%
SPC
659
Stewart & Patten Company
California
$1.03M -$579 -9 -0.1%
FCBT
660
First Citizens Bank & Trust
North Carolina
$1.03M +$18.5K +287 +2%
SIA
661
Soltis Investment Advisors
Utah
$1.03M +$239K +3,720 +30%
OPA
662
Old Port Advisors
Maine
$1.02M -$129K -2,011 -11%
BTW
663
Boston Trust Walden
Massachusetts
$1.02M +$168K +2,620 +20%
TPCW
664
TD Private Client Wealth
New York
$1.02M -$33K -514 -3%
VST
665
Van Strum & Towne
California
$1.01M -$836 -13 -0.1%
CFGS
666
Concourse Financial Group Securities
Alabama
$1.01M -$92.2K -1,434 -8%
AF
667
Allworth Financial
California
$1M +$259K +4,023 +35%
Capstone Investment Advisors
668
Capstone Investment Advisors
New York
$1M +$1M +15,630 New
DJSG
669
D.J. St. Germain
Massachusetts
$1M -$32.5K -505 -3%
BFA
670
Beacon Financial Advisory
Ohio
$999K -$3.02K -47 -0.3%
KWM
671
Kingsview Wealth Management
Oregon
$999K +$44.2K +687 +5%
CAM
672
Cacti Asset Management
Georgia
$998K -$348K -5,418 -26%
Verition Fund Management
673
Verition Fund Management
Connecticut
$993K -$708K -11,013 -42%
CCFCSB
674
Cape Cod Five Cents Savings Bank
Massachusetts
$993K -$42.4K -660 -4%
AI
675
Accredited Investors
Minnesota
$990K -$9.39K -146 -0.9%