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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
1201
Archford Capital Strategies
Illinois
$2.32M -$221K -5,740 -9%
DWM
1202
Darwin Wealth Management
Florida
$2.32M +$300K +7,803 +16%
MPAM
1203
Murphy Pohlad Asset Management
Minnesota
$2.32M -$458K -11,894 -18%
BDWM
1204
Brewin Dolphin Wealth Management
Ireland
$2.32M
IWC
1205
Integrated Wealth Concepts
Massachusetts
$2.31M -$18.5K -480 -0.9%
NERM
1206
New England Research & Management
Illinois
$2.29M +$2.04K +53 +0.1%
WBC
1207
West Branch Capital
Massachusetts
$2.29M +$27.7K +720 +1%
MC
1208
Middleton & Co
Massachusetts
$2.28M -$25.6K -664 -1%
DAS
1209
Dynamic Advisor Solutions
Arizona
$2.27M +$268K +6,974 +15%
FI
1210
FormulaFolio Investments
Michigan
$2.25M -$27.6K -717 -1%
AFS
1211
Access Financial Services
Minnesota
$2.25M +$24.9K +647 +1%
WI
1212
Wafra Inc
New York
$2.25M
HCM
1213
Hutchinson Capital Management
California
$2.25M -$29K -753 -1%
CWA
1214
Cypress Wealth Advisors
California
$2.24M -$4.81K -125 -0.2%
PWS
1215
Peloton Wealth Strategists
Indiana
$2.24M -$40.6K -1,054 -2%
LPIC
1216
LeJeune Puetz Investment Counsel
Michigan
$2.23M -$16.2K -422 -0.8%
BMC
1217
Beaton Management Company
Massachusetts
$2.23M -$23.8K -617 -1%
TC
1218
Truvestments Capital
Florida
$2.23M +$776K +20,160 +61%
DAM
1219
Doheny Asset Management
California
$2.22M -$114K -2,967 -5%
MYIA
1220
Mount Yale Investment Advisors
Colorado
$2.22M -$44.4K -1,154 -2%
SAMC
1221
Spectrum Asset Management (California)
California
$2.22M +$1.3M +33,797 +176%
PTC
1222
Philadelphia Trust Company
Pennsylvania
$2.21M +$55.8K +1,449 +3%
Cetera Investment Advisers
1223
Cetera Investment Advisers
Illinois
$2.21M +$104K +2,705 +5%
NC
1224
NewSquare Capital
Pennsylvania
$2.21M +$104K +2,691 +5%
DRS
1225
Deane Retirement Strategies
Louisiana
$2.21M -$14.3K -372 -0.7%