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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
751
Donaldson Capital Management
Indiana
$209K -$402K -1,235 -63%
BWP
752
BSW Wealth Partners
Colorado
$208K -$16.9K -52 -7%
SIA
753
Sit Investment Associates
Minnesota
$208K +$29.3K +90 +15%
DT
754
Diversified Trust
Tennessee
$207K +$7.48K +23 +3%
Bank Julius Baer & Co
755
Bank Julius Baer & Co
Switzerland
$206K -$150K -460 -40%
ACM
756
Alethea Capital Management
Washington
$206K +$229K +703 New
DI
757
DFPG Investments
Utah
$205K
KCM
758
Kornitzer Capital Management
Kansas
$205K +$228K +700 New
IFWM
759
Institute for Wealth Management
Colorado
$202K
RWA
760
Ropes Wealth Advisors
Massachusetts
$202K
PWM
761
Peterson Wealth Management
Nevada
$201K +$223K +686 New
AIC
762
Archer Investment Corporation
Indiana
$201K -$24.4K -75 -10%
CIP
763
Convergence Investment Partners
Florida
$199K +$221K +678 New
ARMC
764
American Research & Management Company
Massachusetts
$195K
GC
765
Gould Capital
Washington
$194K
VNA
766
Valley National Advisers
Pennsylvania
$191K
CT
767
Clearstead Trust
Maine
$190K
Jones Financial Companies
768
Jones Financial Companies
Missouri
$190K
WR
769
WD Rutherford
Oregon
$187K
CFFP
770
Center for Financial Planning
Michigan
$186K
WT
771
Washington Trust
Rhode Island
$180K
Loomis, Sayles & Company
772
Loomis, Sayles & Company
Massachusetts
$172K -$19.8K -61 -9%
CFD
773
Creative Financial Designs
Indiana
$171K
JWA
774
JFS Wealth Advisors
Pennsylvania
$171K
TPCW
775
TD Private Client Wealth
New York
$170K +$42.6K +131 +29%