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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1226
Integrated Wealth Concepts
Massachusetts
$1.92M +$48.1K +1,409 +3%
BDWM
1227
Brewin Dolphin Wealth Management
Ireland
$1.91M +$155K +4,543 +9%
MC
1228
Middleton & Co
Massachusetts
$1.9M -$125K -3,648 -6%
MBI
1229
Montrusco Bolton Investments
Quebec, Canada
$1.9M
FFA
1230
Fragasso Financial Advisors
Pennsylvania
$1.9M +$3.31K +97 +0.2%
RCM
1231
Radnor Capital Management
Pennsylvania
$1.9M +$7.21K +211 +0.4%
VWM
1232
Valley Wealth Managers
New Jersey
$1.89M -$92.8K -2,717 -5%
NERM
1233
New England Research & Management
Illinois
$1.88M -$121K -3,549 -6%
PWS
1234
Peloton Wealth Strategists
Indiana
$1.88M
FI
1235
FormulaFolio Investments
Michigan
$1.88M +$1.31M +38,258 +234%
HCM
1236
Hutchinson Capital Management
California
$1.87M -$15.8K -461 -0.8%
MBT
1237
Montecito Bank & Trust
California
$1.86M +$46.4K +1,358 +3%
WBC
1238
West Branch Capital
Massachusetts
$1.86M +$436K +12,751 +31%
BMC
1239
Beaton Management Company
Massachusetts
$1.86M -$42.4K -1,240 -2%
CWA
1240
Cypress Wealth Advisors
California
$1.85M -$158K -4,624 -8%
LPIC
1241
LeJeune Puetz Investment Counsel
Michigan
$1.85M -$135K -3,952 -7%
WI
1242
Wafra Inc
New York
$1.85M
MYIA
1243
Mount Yale Investment Advisors
Colorado
$1.85M +$677K +19,811 +58%
KA
1244
Kovack Advisors
Florida
$1.85M -$55.2K -1,616 -3%
AWMF
1245
Arbor Wealth Management (Florida)
Florida
$1.85M -$392K -11,482 -19%
SCA
1246
Sippican Capital Advisors
Massachusetts
$1.84M +$97.2K +2,845 +6%
SS
1247
Sunbelt Securities
Texas
$1.84M +$1.49M +43,647 +444%
BCP
1248
Blue Chip Partners
Michigan
$1.84M -$77.2K -2,259 -4%
AFS
1249
Access Financial Services
Minnesota
$1.83M +$230K +6,721 +14%
DRS
1250
Deane Retirement Strategies
Louisiana
$1.83M +$38.2K +1,118 +2%