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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1551
Insigneo Advisory Services
Florida
$1.85M +$251K +2,679 +18%
DA
1552
Doliver Advisors
Texas
$1.85M -$17.6K -187 -1%
CFP
1553
Catalyst Financial Partners
Massachusetts
$1.85M +$224K +2,391 +16%
AC
1554
Avestar Capital
New York
$1.85M -$180K -1,913 -10%
HFM
1555
Hartford Financial Management
Connecticut
$1.85M -$8.64K -92 -0.5%
RSVP
1556
Ramsay Stattman Vela & Price
Colorado
$1.85M -$58.3K -621 -3%
W
1557
Wealthquest
Ohio
$1.85M +$50.2K +535 +3%
MJP
1558
Michael J. Puzo
$1.85M
NPT
1559
National Philanthropic Trust
Pennsylvania
$1.85M +$385K +4,101 +31%
WHC
1560
Wulff, Hansen & Co
California
$1.84M -$18.3K -195 -1%
PWAM
1561
Private Wealth Asset Management
Iowa
$1.84M -$6.2K -66 -0.4%
WB
1562
Webster Bank
Connecticut
$1.84M -$7.98K -85 -0.5%
FIA
1563
Foundations Investment Advisors
Arizona
$1.84M -$92.6K -986 -5%
LSIA
1564
LaSalle St. Investment Advisors
Illinois
$1.83M +$63.9K +681 +4%
LS
1565
Livforsakringsbolaget Skandia
Sweden
$1.83M -$139K -1,483 -8%
SC
1566
Sawyer & Company
Massachusetts
$1.83M +$58K +618 +4%
MWM
1567
Mindset Wealth Management
Indiana
$1.83M -$190K -2,027 -10%
WA
1568
Wealth Alliance
New York
$1.82M +$564K +6,011 +53%
RWM
1569
Riverbend Wealth Management
South Carolina
$1.82M +$195K +2,072 +14%
SIAG
1570
Signet Investment Advisory Group
Rhode Island
$1.81M
CAM
1571
Cypress Asset Management
Texas
$1.81M -$3.94K -42 -0.2%
CFD
1572
Creative Financial Designs
Indiana
$1.81M +$19.7K +210 +1%
FIB
1573
First Interstate Bank
Montana
$1.81M -$64.1K -683 -4%
DCM
1574
Dorato Capital Management
Colorado
$1.81M +$1.53M +16,300 New
BWP
1575
Bernardo Wealth Planning
Pennsylvania
$1.81M +$5.54K +59 +0.3%