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Name Holding Trade Value Shares
Change
Change in
Stake
GCC
976
Guardian Capital (Canada)
Ontario, Canada
$933K +$58.6K +95 +7%
ST
977
Spinnaker Trust
Maine
$932K
PWM
978
Perigon Wealth Management
California
$927K +$212K +343 +31%
IIC
979
Integrated Investment Consultants
Michigan
$924K -$156K -252 -15%
CWM
980
Concentric Wealth Management
California
$920K -$43.2K -70 -5%
MAM
981
Myriad Asset Management
Hong Kong
$917K +$880K +1,425 New
VHAM
982
Van Hulzen Asset Management
California
$909K
BAS
983
Brown Advisory Securities
Maryland
$902K -$223K -361 -20%
PP
984
PDT Partners
New York
$901K +$864K +1,400 New
FNT
985
First National Trust
Pennsylvania
$893K +$43.2K +70 +5%
AA
986
Ancora Advisors
Ohio
$892K +$3.7K +6 +0.4%
LWAC
987
Laurel Wealth Advisors (California)
California
$889K +$853K +1,382 New
EB
988
Eastern Bank
Massachusetts
$887K
GWM
989
Geneos Wealth Management
Colorado
$882K +$1.85K +3 +0.2%
OPS
990
Orion Portfolio Solutions
Nebraska
$879K +$55.6K +90 +7%
CWM
991
Calamos Wealth Management
Illinois
$873K +$838K +1,357 New
OFG
992
Oxford Financial Group
Indiana
$873K +$838K +1,358 New
AWM
993
Act Wealth Management
Texas
$868K -$30.9K -50 -4%
MGWM
994
Marks Group Wealth Management
Minnesota
$866K +$802K +1,300 New
Carson Wealth (CWM LLC)
995
Carson Wealth (CWM LLC)
Nebraska
$865K +$830K +1,345 New
MIA
996
MMBG Investment Advisors
Florida
$865K +$830K +1,345 New
RC
997
Roundview Capital
New Jersey
$860K -$27.8K -45 -3%
HG
998
Harbor Group
New Hampshire
$855K
MFM
999
MD Financial Management
Ontario, Canada
$855K +$80.9K +131 +11%
FHA
1000
Flagship Harbor Advisors
Massachusetts
$852K +$278K +450 +51%