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Name Holding Trade Value Shares
Change
Change in
Stake
EP
751
Essential Planning
New Hampshire
$1.56M +$1.56M +10,868 New
AA
752
Altman Advisors
Illinois
$1.56M +$33.5K +234 +2%
AF
753
Affiance Financial
Minnesota
$1.55M +$9.89K +69 +0.6%
MIF
754
Mediolanum International Funds
Ireland
$1.55M +$970K +6,767 +142%
MPPW
755
Mitchell & Pahl Private Wealth
Oklahoma
$1.55M +$246K +1,716 +18%
Luther King Capital Management (LKCM)
756
Luther King Capital Management (LKCM)
Texas
$1.54M -$155K -1,082 -9%
BP
757
Ballentine Partners
Massachusetts
$1.54M -$33.1K -231 -2%
MNBTD
758
Moody National Bank Trust Division
Texas
$1.53M -$54.5K -380 -3%
AWS
759
Arkfeld Wealth Strategies
Nebraska
$1.53M +$37K +258 +2%
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$1.52M -$243K -1,693 -13%
CFMC
761
Curbstone Financial Management Corp
New Hampshire
$1.52M +$19.8K +138 +1%
IAMOG
762
Investors Asset Management of Georgia
Georgia
$1.52M -$2.72K -19 -0.2%
GVAG
763
Great Valley Advisor Group
Delaware
$1.52M -$276K -1,926 -15%
CP
764
Cornerstone Planning
North Carolina
$1.49M +$1.58M +11,041 New
BAM
765
Boyar Asset Management
New York
$1.49M +$717 +5 +0%
LWM
766
Lyell Wealth Management
California
$1.47M -$3.44M -24,032 -69%
FLPIM
767
F.L. Putnam Investment Management
Massachusetts
$1.47M -$10K -70 -0.6%
PCMF
768
Private Capital Management (Florida)
Florida
$1.46M +$1.55M +10,826 New
MAS
769
Meeder Advisory Services
Ohio
$1.46M -$38.1K -266 -2%
CCM
770
Cohen Capital Management
California
$1.46M
WJWM
771
Williams Jones Wealth Management
New York
$1.46M -$19.5K -136 -1%
ECM
772
Evergreen Capital Management
Washington
$1.46M -$151K -1,056 -9%
ABTD
773
Arvest Bank Trust Division
Oklahoma
$1.46M -$2.87K -20 -0.2%
MEAC
774
M.E. Allison & Co
Texas
$1.45M +$1.54M +10,747 New
PA
775
Parallel Advisors
California
$1.45M -$104K -727 -6%