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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1051
Plancorp LLC
Missouri
$806K -$362K -3,823 -33%
MC
1052
Moors & Cabot
Massachusetts
$806K +$39.1K +413 +6%
FWM
1053
Fairhaven Wealth Management
Illinois
$804K -$56.1K -593 -7%
CA
1054
Clearstead Advisors
Ohio
$804K +$733K +7,741 New
PWM
1055
Perigon Wealth Management
California
$802K -$93.6K -989 -12%
CAN
1056
Claraphi Advisory Network
United States
$799K +$252K +2,660 +53%
WIA
1057
Wealthstreet Investment Advisors
Texas
$791K +$721K +7,619 New
BCM
1058
BTC Capital Management
Iowa
$783K -$260K -2,743 -27%
PFS
1059
Physicians Financial Services
North Carolina
$783K
NIC
1060
Northwest Investment Counselors
Oregon
$780K +$9.47K +100 +1%
BWCS
1061
Beirne Wealth Consulting Services
Connecticut
$778K -$17.1K -181 -2%
MSR
1062
Main Street Research
Connecticut
$777K +$128K +1,350 +22%
QCG
1063
Quadrant Capital Group
Ohio
$777K +$141K +1,490 +24%
MMPW
1064
Mitchell McLeod Pugh & Williams
Alabama
$776K -$20.8K -220 -3%
WI
1065
WrapManager Inc
California
$765K +$698K +7,369 New
GI
1066
Gradient Investments
Minnesota
$756K -$269K -2,839 -28%
JIC
1067
Johnson Investment Counsel
Ohio
$753K -$112K -1,183 -14%
NDSI
1068
Newman Dignan & Sheerar Inc
Rhode Island
$746K -$66.3K -700 -9%
EVM
1069
Evelyn V. Moreno
$741K -$9.47K -100 -1%
RCAG
1070
Rehmann Capital Advisory Group
Michigan
$740K +$27.8K +294 +4%
AOWM
1071
Alpha Omega Wealth Management
Virginia
$739K -$1.42K -15 -0.2%
MRCM
1072
M&R Capital Management
New Jersey
$738K +$56.8K +600 +10%
DWT
1073
Dorsey & Whitney Trust
South Dakota
$734K +$67.6K +714 +11%
BDS
1074
Banco de Sabadell
Florida
$732K -$1.19M -12,566 -64%
N
1075
Natixis
France
$729K -$12.4M -130,517 -95%