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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Meridian Wealth Management
Kentucky
$1.57M -$163K -744 -10%
NIC
1002
Northwest Investment Counselors
Oregon
$1.56M +$16.4K +75 +1%
IFG
1003
Investors Financial Group
Minnesota
$1.56M -$29.1K -133 -2%
RWM
1004
Ritholtz Wealth Management
New York
$1.56M +$341K +1,558 +32%
ERIM
1005
Eagle Ridge Investment Management
Connecticut
$1.55M +$50.1K +229 +4%
SFP
1006
Shepherd Financial Partners
Massachusetts
$1.55M +$5.47K +25 +0.4%
CCA
1007
Checchi Capital Advisers
California
$1.55M -$32K -146 -2%
FNBT
1008
FineMark National Bank & Trust
Florida
$1.54M -$179K -820 -11%
WT
1009
Washington Trust
Rhode Island
$1.54M -$7K -32 -0.5%
AI
1010
Accredited Investors
Minnesota
$1.54M -$575K -2,627 -29%
FFA
1011
Founders Financial Alliance
North Carolina
$1.53M +$71.6K +327 +5%
CCM
1012
Crossvault Capital Management
Texas
$1.53M -$21.9K -100 -2%
JWM
1013
JGP Wealth Management
Oregon
$1.52M -$653K -2,982 -32%
DP
1014
Dearborn Partners
Illinois
$1.52M +$128K +583 +10%
APG
1015
Abacus Planning Group
South Carolina
$1.52M -$54.7K -250 -4%
BTWM
1016
Baker Tilly Wealth Management
Wisconsin
$1.51M -$42.5K -194 -3%
CNBTD
1017
Citizens National Bank Trust Department
Mississippi
$1.51M
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$1.5M -$47.3K -216 -3%
PCFFS
1019
Pacific Center for Financial Services
California
$1.49M
FF
1020
Fluent Financial
Texas
$1.48M +$1.34M +6,127 New
TBA
1021
Tower Bridge Advisors
Pennsylvania
$1.48M +$1.34M +6,125 New
SM
1022
Sciencast Management
New Jersey
$1.48M +$999K +4,565 +326%
CPA
1023
Court Place Advisors
Maryland
$1.48M -$49.3K -225 -4%
SWA
1024
Stratos Wealth Advisors
Ohio
$1.47M +$129K +589 +11%
GPFA
1025
Game Plan Financial Advisors
Ohio
$1.46M -$5.47K -25 -0.4%