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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
C2C Wealth Management
Arizona
$1.33M – – –
DBT
702
Dubuque Bank & Trust
Iowa
$1.33M -$26.6K -310 -2%
FWCM
703
Ferguson Wellman Capital Management
Oregon
$1.33M -$77.9K -907 -5%
SC
704
Stolper & Co
Oklahoma
$1.32M +$46.1K +537 +3%
BIA
705
Barry Investment Advisors
Massachusetts
$1.32M -$2.25M -26,151 -61%
RIL
706
Rothschild Investment LLC
Illinois
$1.32M +$319K +3,714 +28%
GFS
707
GYL Financial Synergies
Connecticut
$1.32M +$40.9K +476 +3%
AAS
708
Ameritas Advisory Services
Nebraska
$1.32M +$976K +11,365 +198%
DIA
709
Dana Investment Advisors
Wisconsin
$1.31M -$3.52K -41 -0.2%
EI
710
EDMP Inc
Florida
$1.31M +$235K +2,735 +20%
WWM
711
Western Wealth Management
Colorado
$1.31M +$896K +10,441 +167%
Kovitz Investment Group Partners
712
Kovitz Investment Group Partners
Illinois
$1.3M +$18.3K +213 +1%
VCA
713
Verdence Capital Advisors
Maryland
$1.3M +$417K +4,854 +41%
CAM
714
Carret Asset Management
New York
$1.28M -$252K -2,936 -15%
PCIA
715
Prime Capital Investment Advisors
Kansas
$1.28M -$121K -1,415 -8%
LNC
716
Lincoln National Corp
Pennsylvania
$1.28M -$5.41K -63 -0.4%
ACM
717
Allred Capital Management
Texas
$1.28M -$15.6K -182 -1%
CWA
718
CM Wealth Advisors
Ohio
$1.28M +$102K +1,184 New
IA
719
IFG Advisory
Georgia
$1.27M +$19.8K +231 +1%
LFG
720
Lazard Frères Gestion
France
$1.26M +$17.1K +199 +1%
LIA
721
LS Investment Advisors
Michigan
$1.25M +$343 +4 +0%
ST
722
Smithfield Trust
Pennsylvania
$1.24M -$28.8K -335 -2%
WPC
723
Waters Parkerson & Co
Louisiana
$1.24M -$22.6K -263 -2%
MIM
724
Miller Investment Management
Pennsylvania
$1.24M – – –
KFP
725
KMG Fiduciary Partners
Ohio
$1.24M -$71.3K -830 -5%