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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1026
Sweet Financial Partners
Minnesota
$866K +$199K +1,271 +28%
BFG
1027
Berger Financial Group
Minnesota
$865K +$69.7K +444 +8%
DW
1028
Domani Wealth
Pennsylvania
$858K +$2.51K +16 +0.3%
CI
1029
Cigna Investments
Connecticut
$852K -$3.92K -25 -0.4%
EFS
1030
Essex Financial Services
Connecticut
$852K +$5.49K +35 +0.6%
RT
1031
Rockland Trust
Massachusetts
$852K +$85.5K +545 +11%
SW
1032
SteelPeak Wealth
California
$849K +$130K +827 +17%
LBWM
1033
Left Brain Wealth Management
Illinois
$846K +$891K +5,676 New
NEI
1034
Northwest & Ethical Investments
Ontario, Canada
$845K -$2.07M -13,169 -70%
RWM
1035
Ritholtz Wealth Management
New York
$843K -$645K -4,114 -42%
JWCA
1036
J.W. Cole Advisors
Florida
$842K -$121K -774 -12%
AAM
1037
AMI Asset Management
California
$842K +$150K +954 +20%
WA1
1038
Wimmer Associates 1
California
$842K -$9.41K -60 -1%
CII
1039
Capital International Inc
California
$841K +$885K +5,640 New
RMCM
1040
Reynders McVeigh Capital Management
Massachusetts
$839K -$178K -1,134 -17%
CFCI
1041
Comprehensive Financial Consultants Institutional
Indiana
$836K +$206K +1,311 +33%
IAS
1042
Insigneo Advisory Services
Florida
$833K +$877K +5,588 New
RMAM
1043
Raab & Moskowitz Asset Management
New Jersey
$829K +$26.8K +171 +3%
PCM
1044
Parsons Capital Management
Rhode Island
$825K +$11.8K +75 +1%
AIM
1045
Acropolis Investment Management
Missouri
$822K +$53.8K +343 +7%
HI
1046
Harbour Investments
Wisconsin
$821K +$289K +1,839 +50%
Capstone Investment Advisors
1047
Capstone Investment Advisors
New York
$817K -$7.76M -49,436 -90%
NHT
1048
New Hampshire Trust
New Hampshire
$816K +$859K +5,476 New
FNFDCM
1049
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$812K +$141K +900 +20%
BWM
1050
Buckley Wealth Management
Nevada
$812K -$7.06K -45 -0.8%