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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Meridian Wealth Management
Kentucky
$1.7M +$1.45M +52,933 +217%
MCP
1202
Mirador Capital Partners
California
$1.7M +$252K +9,227 +13%
9WM
1203
9258 Wealth Management
Ohio
$1.69M -$318K -11,643 -14%
WA
1204
Wealth Alliance
New York
$1.69M -$59K -2,158 -3%
DFA
1205
Delta Financial Advisors
Louisiana
$1.68M -$321K -11,754 -13%
PFM
1206
Parsec Financial Management
North Carolina
$1.68M -$146K -5,354 -7%
FI
1207
FormulaFolio Investments
Michigan
$1.68M -$146K -5,334 -7%
BCP
1208
Blackhawk Capital Partners
Wisconsin
$1.68M -$400K -14,634 -20%
CF
1209
Centaurus Financial
California
$1.67M -$173K -6,315 -8%
COF
1210
Capital One Financial
Virginia
$1.67M +$2.07M +75,677 New
AFM
1211
Abbot Financial Management
Massachusetts
$1.66M +$15.5K +567 +0.8%
RWA
1212
River Wealth Advisors
Pennsylvania
$1.66M +$274K +10,018 +15%
MCM
1213
Mainstay Capital Management
Michigan
$1.66M -$124K -4,535 -6%
FCFC
1214
First Commonwealth Financial Corp
Pennsylvania
$1.66M +$282K +10,306 +16%
B
1215
Bellecapital
Switzerland
$1.66M -$459K -16,798 -18%
PWM
1216
Perigon Wealth Management
California
$1.66M +$769K +28,139 +65%
Fiera Capital (Canada)
1217
Fiera Capital (Canada)
Quebec, Canada
$1.65M -$413K -15,102 -17%
CFA
1218
CWS Financial Advisors
Michigan
$1.65M -$4.59K -168 -0.3%
RG
1219
Rikoon Group
New Mexico
$1.65M -$204K -7,454 -9%
IC
1220
Inscription Capital
Texas
$1.64M -$92K -3,368 -4%
BTW
1221
Boston Trust Walden
Massachusetts
$1.64M -$70.6K -2,584 -3%
SC
1222
Stolper & Co
Oklahoma
$1.64M +$2.04M +74,532 New
CAI
1223
Capital Advisors Inc
Oklahoma
$1.63M -$48.2K -1,764 -2%
HCA
1224
Horan Capital Advisors
Ohio
$1.63M -$2.38K -87 -0.1%
SFM
1225
Signet Financial Management
New Jersey
$1.62M +$58.9K +2,155 +3%