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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$3.51M +$87.8K +931 +3%
OI
702
Oakbrook Investments
Illinois
$3.51M -$40.8M -433,279 -93%
GWM
703
Geneos Wealth Management
Colorado
$3.49M +$271K +2,878 +9%
TCOO
704
Trust Company of Oklahoma
Oklahoma
$3.49M -$64.6K -685 -2%
FCI
705
Financial Counselors Inc
Kansas
$3.49M -$118K -1,251 -4%
AFA
706
Arlington Financial Advisors
California
$3.49M -$5.47K -58 -0.2%
ATC
707
Argent Trust Co
Tennessee
$3.49M +$55.1K +584 +2%
OAM
708
Oak Asset Management
California
$3.42M -$9.62K -102 -0.3%
H
709
HoyleCohen
California
$3.41M -$23.6K -250 -0.7%
BA
710
Bristlecone Advisors
Washington
$3.41M +$208K +2,202 +7%
MFW
711
Mosaic Family Wealth
Missouri
$3.41M -$199K -2,111 -6%
PWM
712
Perigon Wealth Management
California
$3.4M +$183K +1,937 +6%
SC
713
Slow Capital
California
$3.39M -$49K -520 -2%
BJL
714
Brighton Jones LLC
Washington
$3.39M -$217K -2,305 -6%
CC
715
Cannell & Co
New York
$3.39M -$663K -7,030 -17%
WAM
716
Weatherly Asset Management
California
$3.38M -$123K -1,303 -4%
PWS
717
Peloton Wealth Strategists
Indiana
$3.38M -$18.9K -200 -0.6%
GAM
718
Griffin Asset Management
New York
$3.38M +$104K +1,104 +3%
NIC
719
Northwest Investment Counselors
Oregon
$3.38M +$5.18K +55 +0.2%
Cerity Partners
720
Cerity Partners
New York
$3.36M -$109K -1,153 -3%
AAM
721
Augustine Asset Management
Florida
$3.35M +$30K +318 +1%
SWP
722
Stratos Wealth Partners
Ohio
$3.34M +$3.68K +39 +0.1%
NG
723
NatWest Group
United Kingdom
$3.34M +$830K +8,800 +36%
SBL
724
Sargent Bickham Lagudis
Colorado
$3.33M -$15.7K -167 -0.5%
SNBOSD
725
Security National Bank of So Dak
Iowa
$3.33M -$28.3K -300 -0.9%