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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
1201
Integrated Advisors Network
Texas
$1.53M -$169K -6,244 -10%
WE
1202
Wealth Effects
Massachusetts
$1.53M -$234K -8,634 -13%
BMWS
1203
Brady Martz Wealth Solutions
North Dakota
$1.52M +$1.57M +57,714 New
SAM
1204
Shell Asset Management
Netherlands
$1.52M -$74.8K -2,756 -5%
WPW
1205
Waldron Private Wealth
Pennsylvania
$1.51M -$151K -5,563 -9%
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.51M -$60K -2,212 -4%
PT
1207
Plimoth Trust
Massachusetts
$1.51M -$129K -4,765 -8%
CCP
1208
Clarkston Capital Partners
Michigan
$1.5M -$29.5K -1,089 -2%
CFMC
1209
Curbstone Financial Management Corp
New Hampshire
$1.5M -$38.2K -1,408 -2%
WWM
1210
Western Wealth Management
Colorado
$1.5M +$15.3K +565 +1%
DI
1211
Diligent Investors
California
$1.49M +$136 +5 +0%
CT
1212
Caldwell Trust
Florida
$1.49M -$108K -3,998 -7%
ZIG
1213
Zuckerman Investment Group
Illinois
$1.49M -$59K -2,174 -4%
WWA
1214
WCG Wealth Advisors
Nevada
$1.49M +$31.2K +1,151 +2%
LI
1215
LMCG Investments
Massachusetts
$1.48M +$103K +3,804 +7%
AA
1216
Apriem Advisors
California
$1.48M -$76K -2,803 -5%
DAS
1217
DMKC Advisory Services
Iowa
$1.48M +$1.52M +55,867 New
MAM
1218
Milestone Asset Management
Pennsylvania
$1.48M -$130K -4,806 -8%
PA
1219
Procyon Advisors
Connecticut
$1.47M -$15.6K -576 -1%
JSSH
1220
J. Safra Sarasin Holding
$1.47M -$3.35M -123,322 -69%
DCM
1221
Dudley Capital Management
Virginia
$1.47M -$17.3K -637 -1%
IIA
1222
Integral Investment Advisors
California
$1.47M +$64.7K +2,385 +4%
CCG
1223
Ceeto Capital Group
Florida
$1.47M -$54.3K -2,000 -3%
BCA
1224
Bay Colony Advisors
Massachusetts
$1.46M -$58.8K -2,168 -4%
MCP
1225
Martin Capital Partners
Oregon
$1.45M -$2.22M -82,008 -60%