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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1151
CenterStar Asset Management
Illinois
$2.4M
CG
1152
Caprock Group
Idaho
$2.39M -$363K -1,679 -12%
LWM
1153
Laidlaw Wealth Management
New York
$2.39M -$229K -1,057 -8%
PA
1154
Procyon Advisors
Connecticut
$2.39M +$657K +3,037 +32%
AA
1155
ALPS Advisors
Colorado
$2.38M -$59.9K -277 -2%
AFA
1156
Arlington Financial Advisors
California
$2.38M -$112K -516 -4%
HTC
1157
Haverford Trust Company
Pennsylvania
$2.37M -$56.9K -263 -2%
WWM
1158
Western Wealth Management
Colorado
$2.37M +$2.71M +12,525 New
MWM
1159
Marietta Wealth Management
Georgia
$2.36M +$2.71M +12,519 New
ACM
1160
Ascendant Capital Management
California
$2.36M +$1.19M +5,500 +79%
FAM
1161
Formidable Asset Management
Ohio
$2.35M -$188K -868 -7%
DPIM
1162
Duff & Phelps Investment Management
Illinois
$2.35M +$20.1K +93 +0.8%
RDWM
1163
Red Door Wealth Management
Tennessee
$2.35M +$451K +2,085 +20%
VIA
1164
Vickerman Investment Advisors
Washington
$2.35M +$359K +1,659 +15%
ANRIA
1165
American National Registered Investment Advisor
Texas
$2.34M -$433 -2 -0%
SCA
1166
Strategic Capital Advisers
Colorado
$2.34M -$215K -993 -7%
CA
1167
Clearstead Advisors
Ohio
$2.34M +$115K +532 +4%
OWM
1168
Opes Wealth Management
California
$2.32M +$32.7K +151 +1%
PWM
1169
Perigon Wealth Management
California
$2.32M -$473K -2,186 -15%
IAS
1170
IMA Advisory Services
Colorado
$2.32M +$760K +3,511 +40%
RCA
1171
Resonant Capital Advisors
Wisconsin
$2.32M +$269K +1,241 +11%
BIM
1172
Bullseye Investment Management
Ohio
$2.32M +$2.66M +12,279 New
SCM
1173
Salem Capital Management
Massachusetts
$2.31M
AFG
1174
Albion Financial Group
Utah
$2.3M +$808K +3,735 +44%
MMA
1175
Miracle Mile Advisors
California
$2.3M +$992K +4,583 +60%