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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1176
Institute for Wealth Management
Colorado
$4.38M -$4.55K -10 -0.1%
BP
1177
BBR Partners
New York
$4.38M -$1.19M -2,607 -21%
ONB
1178
Old National Bancorp
Indiana
$4.37M +$735K +1,614 +19%
PFS
1179
Prospera Financial Services
Texas
$4.37M -$171K -376 -4%
MWM
1180
Mission Wealth Management
California
$4.37M +$36.4K +80 +0.8%
AWP
1181
Ascent Wealth Partners
New York
$4.36M +$4.51M +9,894 New
AWA
1182
Arkadios Wealth Advisors
Georgia
$4.36M +$239K +524 +6%
JRP
1183
Jasper Ridge Partners
California
$4.35M – – –
MWM
1184
Modera Wealth Management
New Jersey
$4.35M -$21K -46 -0.5%
IWM
1185
IHT Wealth Management
Illinois
$4.35M -$57.4K -126 -1%
WM
1186
Whitford Management
New York
$4.34M +$1.02M +2,249 +30%
ADL
1187
Asset Dedication LLC
California
$4.33M -$13.7K -30 -0.3%
AT
1188
American Trust
Kentucky
$4.33M -$81.1K -178 -2%
FPAS
1189
Focus Partners Advisor Solutions
Missouri
$4.31M +$180K +395 +4%
TAM
1190
Trust Asset Management
Texas
$4.31M – – –
BG
1191
Bahl & Gaynor
Ohio
$4.3M -$58.3K -128 -1%
GD
1192
Grandfield & Dodd
New York
$4.29M -$1.37K -3 -0%
CFG
1193
Citizens Financial Group
Rhode Island
$4.27M +$1.82M +4,005 +70%
WJWM
1194
Williams Jones Wealth Management
New York
$4.27M -$244K -535 -5%
SPC
1195
Sigma Planning Corp
Michigan
$4.26M -$214K -469 -5%
LSA
1196
Leonteq Securities AG
Switzerland
$4.26M +$1.05M +2,300 +31%
HI
1197
Harbour Investments
Wisconsin
$4.26M +$73.3K +161 +2%
FNB
1198
Farmers National Bank
Kentucky
$4.25M -$48.7K -107 -1%
SI
1199
Symmetry Investments
Jersey
$4.24M +$729K +1,600 +20%
GP
1200
Greenline Partners
New York
$4.22M – – –
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