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Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
926
Grant Private Wealth Management
California
$1.84M +$1.87M +2,932 New
DAS
927
Diversify Advisory Services
Utah
$1.83M -$461K -722 -20%
AT
928
American Trust
Kentucky
$1.83M +$701K +1,097 +60%
GS
929
GTS Securities
Florida
$1.82M -$6.93M -10,840 -79%
GCM
930
Glynn Capital Management
California
$1.82M
UF
931
Univest Financial
Pennsylvania
$1.82M +$398K +623 +27%
MFIM
932
Mesirow Financial Investment Management
Illinois
$1.81M +$889K +1,391 +94%
AF
933
Allworth Financial
California
$1.79M +$31.9K +50 +2%
PA
934
Pinnacle Associates
New York
$1.79M +$967K +1,513 +114%
DWT
935
Dorsey & Whitney Trust
South Dakota
$1.78M +$210K +329 +13%
APG
936
Abacus Planning Group
South Carolina
$1.78M -$8.95K -14 -0.5%
RA
937
RFG Advisory
Alabama
$1.77M -$208K -325 -10%
CI
938
Cigna Investments
Connecticut
$1.77M -$7.03K -11 -0.4%
CP
939
Cornerstone Planning
North Carolina
$1.76M +$1.79M +2,796 New
AIM
940
Allen Investment Management
New York
$1.75M +$123K +193 +7%
AFCM
941
Applied Finance Capital Management
Puerto Rico
$1.75M +$1.78M +2,782 New
SGI
942
Summit Global Investments
Utah
$1.74M -$433K -677 -20%
CA
943
Cullinan Associates
Kentucky
$1.74M -$1.24M -1,940 -41%
MFS
944
Mattson Financial Services
Michigan
$1.74M +$199K +311 +13%
MWM
945
Modera Wealth Management
New Jersey
$1.74M +$45.4K +71 +3%
EHWM
946
Eads & Heald Wealth Management
Georgia
$1.74M +$12.8K +20 +0.7%
RFA
947
ROI Financial Advisors
Oregon
$1.73M +$31.3K +49 +2%
MG
948
Markel Group
Virginia
$1.71M
MA
949
Mutual Advisors
Nebraska
$1.71M +$78.6K +123 +5%
MSAM
950
Moloney Securities Asset Management
Missouri
$1.71M +$12.8K +20 +0.7%