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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$1.23M +$66.3K +683 +5%
ACM
352
Afton Capital Management
North Carolina
$1.2M +$1.46M +15,000 New
AWM
353
Avitas Wealth Management
California
$1.18M -$815K -8,394 -36%
VC
354
Veracity Capital
Georgia
$1.18M +$57.8K +595 +4%
CF
355
Centaurus Financial
California
$1.18M +$12.3K +127 +0.9%
CNBTD
356
Citizens National Bank Trust Department
Mississippi
$1.17M +$1.42M +14,635 New
ST
357
Somerset Trust
Pennsylvania
$1.17M -$1.46K -15 -0.1%
FIM
358
Freedom Investment Management
Connecticut
$1.14M +$1.39M +14,326 New
FM
359
Foster & Motley
Ohio
$1.13M +$1.12M +11,509 +428%
DA
360
Duality Advisers
Florida
$1.13M +$1.38M +14,201 New
MFS
361
Mirabella Financial Services
United Kingdom
$1.12M +$277K +2,857 +26%
WF
362
Welch & Forbes
Massachusetts
$1.12M +$777K +8,000 +133%
OC
363
Oppenheimer & Co
New York
$1.11M -$1.67M -17,204 -55%
VST
364
Van Strum & Towne
California
$1.11M +$13.1K +135 +1%
CS
365
Candriam SCA
Luxembourg
$1.11M +$218K +2,247 +19%
CCC
366
Chelsea Counsel Company
California
$1.1M +$16.5K +170 +1%
TPCW
367
TD Private Client Wealth
New York
$1.09M -$656K -6,754 -33%
AI
368
Atria Investments
North Carolina
$1.09M +$145K +1,494 +12%
DWM
369
Dorchester Wealth Management
Quebec, Canada
$1.08M +$44.6K +459 +3%
PA
370
Pinnacle Associates
New York
$1.07M +$70.8K +729 +6%
AW
371
Alaethes Wealth
Nevada
$1.07M -$234K -2,411 -15%
MCM
372
Mainstay Capital Management
Michigan
$1.06M +$1.3M +13,340 New
MAM
373
Morse Asset Management
Connecticut
$1.05M +$17.7K +182 +1%
FM
374
Freemont Management
Switzerland
$1.05M +$838K +8,631 +189%
CA
375
Cetera Advisors
Colorado
$1.04M -$777 -8 -0.1%