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Name Holding Trade Value Shares
Change
Change in
Stake
NP
951
NorthRock Partners
Minnesota
$4.42M -$76.1K -1,272 -2%
CCG
952
Chatham Capital Group
Georgia
$4.41M +$125K +2,090 +3%
BWP
953
Baldwin Wealth Partners
Massachusetts
$4.41M +$1.28M +21,403 +41%
OPA
954
Old Port Advisors
Maine
$4.41M +$42.7K +714 +1%
WOSD
955
WFA of San Diego
California
$4.4M +$4.35M +72,812 New
EWM
956
Elite Wealth Management
Washington
$4.39M +$113K +1,889 +3%
WC
957
Winmill & Co
New Hampshire
$4.39M +$305K +5,100 +7%
WS
958
Wedbush Securities
California
$4.38M +$386K +6,461 +10%
AFG
959
Albion Financial Group
Utah
$4.37M -$24.9K -417 -0.6%
LCM
960
Logan Capital Management
Pennsylvania
$4.36M -$35.1K -587 -0.8%
ISB
961
Iowa State Bank
Iowa
$4.34M -$1.26M -21,083 -23%
SFA
962
Sequoia Financial Advisors
Ohio
$4.32M +$213K +3,560 +5%
BCCM
963
Bridge Creek Capital Management
Massachusetts
$4.31M -$44K -735 -1%
PAS
964
Park Avenue Securities
New York
$4.31M +$4.31M +72,062 New
HRC
965
Hoertkorn Richard Charles
$4.3M -$155K -2,600 -3%
KFA
966
Kays Financial Advisory
Georgia
$4.3M -$19.1K -319 -0.4%
SFSG
967
Stearns Financial Services Group
North Carolina
$4.3M -$140K -2,338 -3%
SAM
968
Sompo Asset Management
Japan
$4.28M -$427K -7,140 -9%
FPTW
969
Franklin, Parlapiano, Turner & Welch
Texas
$4.28M +$4.28M +71,568 New
VIA
970
Vident Investment Advisory
Georgia
$4.25M +$1.4M +23,416 +49%
CWS
971
Cypress Wealth Services
California
$4.25M -$5.38K -90 -0.1%
OCM
972
One Capital Management
California
$4.23M +$46.1K +771 +1%
IC
973
IEQ Capital
California
$4.23M -$575K -9,618 -12%
BL
974
BFSG LLC
California
$4.23M -$19.4K -325 -0.5%
PJSIMP
975
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.23M +$269K +4,497 +7%