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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Mission Wealth Management
California
$3.01M +$302K +1,537 +11%
OAM
702
Oppenheimer Asset Management
New York
$3.01M +$1.93M +9,800 +187%
SWM
703
Sendero Wealth Management
Texas
$3M +$2.48M +12,613 +527%
SHFA
704
SS&H Financial Advisors
Michigan
$2.99M
SFA
705
Souders Financial Advisors
Ohio
$2.99M -$1.24M -6,285 -30%
NL
706
NWAM LLC
Washington
$2.98M -$194K -984 -6%
SIC
707
SFE Investment Counsel
California
$2.97M -$267K -1,355 -8%
LCC
708
Lincoln Capital Corp
Rhode Island
$2.96M +$967K +4,916 +50%
FFA
709
Farther Finance Advisors
California
$2.95M +$208K +1,059 +8%
PWM
710
Perigon Wealth Management
California
$2.93M -$70K -356 -2%
IA
711
IFP Advisors
Florida
$2.93M -$1.2M -6,088 -29%
WFC
712
Western Financial Corp
California
$2.93M -$173K -880 -6%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$2.93M +$65.9K +335 +2%
MWM
714
Massachusetts Wealth Management
Massachusetts
$2.92M -$155K -787 -5%
IAIM
715
International Assets Investment Management
Florida
$2.9M -$539K -2,739 -16%
LRIC
716
Long Road Investment Counsel
Michigan
$2.88M +$60.2K +306 +2%
EWM
717
Empirical Wealth Management
Washington
$2.88M +$2M +10,177 +241%
SPW
718
Surience Private Wealth
Washington
$2.88M +$2.83M +14,393 New
BFS
719
Bard Financial Services
Connecticut
$2.87M -$59K -300 -2%
BS
720
Banco Santander
Spain
$2.87M +$2.02M +10,263 +251%
CNBT
721
Canandaigua National Bank & Trust
New York
$2.87M -$35.6K -181 -1%
Fisher Asset Management
722
Fisher Asset Management
Washington
$2.87M +$105K +536 +4%
PS
723
Principal Securities
Iowa
$2.85M
CT
724
Coastline Trust
Rhode Island
$2.85M +$485K +2,464 +21%
BCWM
725
Bartlett & Co Wealth Management
Ohio
$2.85M +$41.3K +210 +2%