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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1176
Trust Company of Toledo
Ohio
$4.39M +$309K +679 +7%
IFWM
1177
Institute for Wealth Management
Colorado
$4.38M -$4.55K -10 -0.1%
BP
1178
BBR Partners
New York
$4.38M -$1.19M -2,607 -21%
Old National Bancorp
1179
Old National Bancorp
Indiana
$4.37M +$735K +1,614 +19%
Prospera Financial Services
1180
Prospera Financial Services
Texas
$4.37M -$171K -376 -4%
Mission Wealth Management
1181
Mission Wealth Management
California
$4.37M +$36.4K +80 +0.8%
AWP
1182
Ascent Wealth Partners
New York
$4.36M +$4.51M +9,894 New
Arkadios Wealth Advisors
1183
Arkadios Wealth Advisors
Georgia
$4.36M +$239K +524 +6%
Jasper Ridge Partners
1184
Jasper Ridge Partners
California
$4.35M – – –
Modera Wealth Management
1185
Modera Wealth Management
New Jersey
$4.35M -$21K -46 -0.5%
IHT Wealth Management
1186
IHT Wealth Management
Illinois
$4.35M -$57.4K -126 -1%
WM
1187
Whitford Management
New York
$4.34M +$1.02M +2,249 +30%
ADL
1188
Asset Dedication LLC
California
$4.33M -$13.7K -30 -0.3%
AT
1189
American Trust
Kentucky
$4.33M -$81.1K -178 -2%
Focus Partners Advisor Solutions
1190
Focus Partners Advisor Solutions
Missouri
$4.31M +$180K +395 +4%
TAM
1191
Trust Asset Management
Texas
$4.31M – – –
Bahl & Gaynor
1192
Bahl & Gaynor
Ohio
$4.3M -$58.3K -128 -1%
GD
1193
Grandfield & Dodd
New York
$4.29M -$1.37K -3 -0%
Citizens Financial Group
1194
Citizens Financial Group
Rhode Island
$4.27M +$1.82M +4,005 +70%
Williams Jones Wealth Management
1195
Williams Jones Wealth Management
New York
$4.27M -$244K -535 -5%
Sigma Planning Corp
1196
Sigma Planning Corp
Michigan
$4.26M -$214K -469 -5%
Leonteq Securities AG
1197
Leonteq Securities AG
Switzerland
$4.26M +$1.05M +2,300 +31%
Harbour Investments
1198
Harbour Investments
Wisconsin
$4.26M +$73.3K +161 +2%
FNB
1199
Farmers National Bank
Kentucky
$4.25M -$48.7K -107 -1%
SI
1200
Symmetry Investments
Jersey
$4.24M +$729K +1,600 +20%