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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1076
Beverly Hills Private Wealth
California
$1.08M +$27.3K +44 +3%
FPAS
1077
Focus Partners Advisor Solutions
Missouri
$1.08M -$117K -189 -10%
WFPG
1078
Waller Financial Planning Group
Ohio
$1.07M
BMCM
1079
Bryn Mawr Capital Management
Pennsylvania
$1.07M +$3.72K +6 +0.4%
DLA
1080
Douglas Lane & Associates
New York
$1.07M +$73.2K +118 +8%
BFA
1081
Brown Financial Advisors
Ohio
$1.07M +$1.01M +1,624 New
NG
1082
Norden Group
Utah
$1.07M +$9.3K +15 +0.9%
CCM
1083
Crew Capital Management
Ohio
$1.06M +$135K +217 +15%
PHAM
1084
Palisades Hudson Asset Management
Florida
$1.06M
FFBTD
1085
First Financial Bank - Trust Division
Ohio
$1.05M +$1.24K +2 +0.1%
CIC
1086
Chase Investment Counsel
Virginia
$1.05M -$134K -216 -12%
BL
1087
BFSG LLC
California
$1.05M
KLCM
1088
KG&L Capital Management
Louisiana
$1.05M +$579K +934 +142%
SF
1089
Symphony Financial
Texas
$1.04M +$128K +206 +15%
NB
1090
NBT Bank
New York
$1.04M +$300K +484 +44%
LFAS
1091
Level Four Advisory Services
Texas
$1.04M +$137K +221 +16%
CAG
1092
Crestwood Advisors Group
Massachusetts
$1.03M -$58.3K -94 -6%
CBTWT
1093
Community Bank & Trust (Waco, Texas)
Texas
$1.03M +$75.7K +122 +8%
PI
1094
PFG Investments
New York
$1.02M +$10.5K +17 +1%
DF
1095
Donoghue Forlines
Massachusetts
$1.02M +$52.7K +85 +6%
HIMC
1096
Heritage Investors Management Corp
Maryland
$1.02M
RCG
1097
Regatta Capital Group
California
$1.02M +$29.2K +47 +3%
IB
1098
Intrust Bank
Kansas
$1.01M +$32.9K +53 +4%
HWA
1099
Heritage Wealth Advisors
Virginia
$1.01M -$4.34K -7 -0.5%
LCGC
1100
Legacy Capital Group California
California
$1M -$31.6K -51 -3%