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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1101
Institute for Wealth Management
Colorado
$1.92M -$4.68K -17 -0.2%
SCM
1102
Shelton Capital Management
Colorado
$1.92M – – –
EWM
1103
Elmwood Wealth Management
California
$1.9M -$27.6K -100 -1%
PAM
1104
Peak Asset Management
Colorado
$1.89M -$61.2K -222 -3%
CA
1105
Cetera Advisors
Colorado
$1.88M -$41.1K -149 -2%
LSV Asset Management
1106
LSV Asset Management
Illinois
$1.87M -$367K -1,331 -16%
CCM
1107
Cohen Capital Management
California
$1.86M – – –
PWAG
1108
Polaris Wealth Advisory Group
California
$1.85M +$1.53M +5,566 +389%
HI
1109
Human Investing
Oregon
$1.85M -$140K -507 -7%
CFS
1110
CRA Financial Services
New Jersey
$1.84M -$193K -700 -9%
ST
1111
Spinnaker Trust
Maine
$1.84M +$13K +47 +0.7%
GWM
1112
Geneos Wealth Management
Colorado
$1.83M -$86.5K -314 -4%
ANRIA
1113
American National Registered Investment Advisor
Texas
$1.82M +$1.85M +6,720 New
CIM
1114
CIM Investment Management
Pennsylvania
$1.82M -$178K -646 -9%
PP
1115
Patten & Patten
Tennessee
$1.81M -$123K -445 -6%
GLA
1116
Good Life Advisors
Pennsylvania
$1.81M +$27.8K +101 +2%
MIA
1117
MainStreet Investment Advisors
Illinois
$1.8M -$349K -1,268 -16%
DWT
1118
Dorsey & Whitney Trust
South Dakota
$1.8M +$200K +727 +12%
NBG
1119
Nancy B. Gardiner
$1.79M -$142K -515 -7%
VAS
1120
Vestmark Advisory Solutions
Massachusetts
$1.79M -$76.1K -276 -4%
PFPT
1121
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.78M +$234K +848 +15%
BTW
1122
Boston Trust Walden
Massachusetts
$1.78M – – –
CCA
1123
Cobblestone Capital Advisors
New York
$1.78M -$41.3K -150 -2%
MC
1124
Martin & Co
Tennessee
$1.77M -$22K -80 -1%
BFG
1125
Beacon Financial Group
Texas
$1.77M -$5.51K -20 -0.3%