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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1151
Donaldson Capital Management
Indiana
$1M -$46K -299 -4%
BCM
1152
Breiter Capital Management
Florida
$1M +$438K +2,848 +70%
TA
1153
Tiedemann Advisors
New York
$1M -$1.79M -11,599 -63%
BWAM
1154
Boyd Watterson Asset Management
Ohio
$995K -$346K -2,250 -25%
FA
1155
Fagan Associates
New York
$995K -$6.31K -41 -0.6%
CHJWM
1156
Carlton Hofferkamp & Jenks Wealth Management
Texas
$994K +$50.6K +329 +5%
CCA
1157
Checchi Capital Advisers
California
$992K +$88.2K +573 +9%
RP
1158
Rowlandmiller & Partners
Georgia
$991K +$96.4K +626 +10%
MOS
1159
MGO One Seven
Ohio
$990K -$264K -1,715 -20%
CS
1160
Cannell & Spears
New York
$984K -$177K -1,148 -14%
OIA
1161
OneDigital Investment Advisors
Kansas
$982K +$846K +5,494 +429%
PPSG
1162
Princeton Portfolio Strategies Group
New Jersey
$980K
NP
1163
NorthRock Partners
Minnesota
$975K +$267K +1,733 +35%
WIA
1164
Wealthstreet Investment Advisors
Texas
$975K +$550K +3,570 +113%
MC
1165
Martin & Co
Tennessee
$974K -$3.69K -24 -0.4%
GIA
1166
Granite Investment Advisors
New Hampshire
$965K -$204K -1,323 -17%
WI
1167
Wedgewood Investors
Pennsylvania
$965K -$12.2K -79 -1%
JFA
1168
JNBA Financial Advisors
Minnesota
$960K +$36.9K +240 +4%
CBU
1169
CIBC Bank USA
Illinois
$955K -$82.5K -536 -8%
EFS
1170
Essex Financial Services
Connecticut
$955K +$29.9K +194 +3%
FPCP
1171
Fort Point Capital Partners
California
$951K +$11.9K +77 +1%
CRC
1172
Curi RMB Capital
Illinois
$950K +$461K +2,992 +84%
IBOK
1173
Independence Bank of Kentucky
Kentucky
$947K +$269K +1,750 +37%
DAS
1174
Dynamic Advisor Solutions
Arizona
$947K +$715K +4,648 +247%
CC
1175
Cognios Capital
Kansas
$945K -$1.06M -6,865 -51%