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Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
826
LeJeune Puetz Investment Counsel
Michigan
$2.04M +$76.8K +2,764 +4%
DC
827
Defender Capital
North Carolina
$2.04M -$578K -20,800 -21%
NC
828
NewSquare Capital
Pennsylvania
$2.03M +$118K +4,257 +6%
IWC
829
Integrated Wealth Concepts
Massachusetts
$2.03M +$47.9K +1,723 +2%
SCP
830
Stamos Capital Partners
California
$2.02M +$503K +18,100 +31%
KFS
831
Kurt F. Somerville
$2.02M -$184K -6,640 -8%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$2.01M -$339K -12,199 -14%
NA
833
NewEdge Advisors
Louisiana
$2.01M -$304K -10,953 -9%
PPW
834
Parcion Private Wealth
Washington
$1.99M -$69.7K -2,510 -3%
SAMC
835
Spectrum Asset Management (California)
California
$1.99M +$14K +505 +0.7%
LIM
836
Loudon Investment Management
New Hampshire
$1.98M +$232K +8,367 +13%
THWM
837
Taylor Hoffman Wealth Management
Virginia
$1.97M +$191K +6,892 +10%
WP
838
WMS Partners
Maryland
$1.95M -$320K -11,508 -14%
BA
839
Baugh & Associates
Georgia
$1.94M -$28.5K -1,026 -1%
BFG
840
Bleakley Financial Group
New Jersey
$1.94M +$2.04M +73,552 New
DJSG
841
D.J. St. Germain
Massachusetts
$1.94M +$2.99M +107,617 +47%
BBA
842
BLB&B Advisors
Pennsylvania
$1.94M -$412K -14,823 -17%
GAM
843
Gotham Asset Management
New York
$1.94M +$640K +23,054 +46%
CS
844
Comerica Securities
Michigan
$1.93M -$35.2K -1,267 -2%
ADL
845
Asset Dedication LLC
California
$1.93M +$226K +8,135 +13%
CFMC
846
Curbstone Financial Management Corp
New Hampshire
$1.93M -$163K -5,880 -7%
GL
847
Graypoint LLC
New York
$1.93M +$33.1K +1,192 +2%
SFO
848
Stokes Family Office
Louisiana
$1.92M -$146K -5,269 -7%
PAM
849
Panagora Asset Management
Massachusetts
$1.92M +$606K +21,820 +43%
MOS
850
MGO One Seven
Ohio
$1.91M -$113K -4,066 -5%