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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1176
Shepherd Financial Partners
Massachusetts
$2.17M +$299K +8,525 +16%
RCA
1177
Resonant Capital Advisors
Wisconsin
$2.17M +$27.9K +795 +1%
LF
1178
Lantz Financial
Illinois
$2.16M +$50.6K +1,443 +2%
RMCM
1179
Reynders McVeigh Capital Management
Massachusetts
$2.16M -$142K -4,058 -6%
WG
1180
Welch Group
Alabama
$2.16M -$140 -4 -0%
BHB
1181
Bank Hapoalim BM
Israel
$2.16M +$120K +3,425 +6%
HCM
1182
Howland Capital Management
Massachusetts
$2.15M -$16.7K -475 -0.8%
BWM
1183
BerganKDV Wealth Management
Minnesota
$2.15M -$171K -4,868 -7%
EWM
1184
Evermay Wealth Management
Virginia
$2.15M +$57.9K +1,652 +3%
MCAI
1185
Members Capital Advisors Inc
Wisconsin
$2.15M +$2.16M +61,696 New
DAS
1186
Dynamic Advisor Solutions
Arizona
$2.15M +$81.4K +2,323 +4%
CAM
1187
Costello Asset Management
Pennsylvania
$2.14M -$40.7K -1,160 -2%
NPA
1188
Nichols & Pratt Advisers
Massachusetts
$2.13M -$78.5K -2,240 -4%
QPWM
1189
Quadrant Private Wealth Management
Pennsylvania
$2.12M +$288K +8,226 +16%
UBG
1190
United Bank (Georgia)
Georgia
$2.12M +$149K +4,252 +8%
SPFA
1191
Summit Place Financial Advisors
New Jersey
$2.11M -$90.5K -2,582 -4%
MWM
1192
Marietta Wealth Management
Georgia
$2.11M +$1.61M +45,891 +314%
IAN
1193
Integrated Advisors Network
Texas
$2.1M +$191K +5,458 +10%
JIP
1194
Jaffetilchin Investment Partners
Florida
$2.1M +$785K +22,396 +59%
CS
1195
Comerica Securities
Michigan
$2.1M -$214K -6,106 -9%
BWA
1196
BDO Wealth Advisors
Florida
$2.1M +$54.6K +1,556 +3%
MHS
1197
M Holdings Securities
Oregon
$2.1M +$84.7K +2,417 +4%
PHIMC
1198
Private Harbour Investment Management & Counsel
Ohio
$2.1M -$22.2K -632 -1%
VST
1199
Van Strum & Towne
California
$2.1M -$20.1K -574 -0.9%
IFG
1200
Independent Financial Group
California
$2.09M +$360K +10,281 +21%