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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
701
Archford Capital Strategies
Illinois
$2.32M +$2.38M +9,756 New
AG
702
AIA Group
Hong Kong
$2.32M -$341K -1,398 -13%
PRTG
703
Post Resch Tallon Group
New York
$2.32M
WFC
704
Western Financial Corp
California
$2.29M +$2.01M +8,232 +597%
BA
705
Bridgewater Advisors
New York
$2.28M -$125K -511 -5%
MIM
706
Morningstar Investment Management
Illinois
$2.26M +$2.31M +9,480 New
PT
707
Plimoth Trust
Massachusetts
$2.24M +$78.9K +323 +4%
ASN
708
Advisory Services Network
Georgia
$2.23M +$582K +2,384 +34%
SAM
709
Shell Asset Management
Netherlands
$2.23M -$256K -1,048 -10%
GC
710
Guidance Capital
Kentucky
$2.22M -$17.8K -73 -0.8%
HNB
711
Hilltop National Bank
Wyoming
$2.21M +$2.27M +9,286 New
HAG
712
HighPoint Advisor Group
Illinois
$2.2M +$116K +476 +5%
PMWMG
713
Parr McKnight Wealth Management Group
Minnesota
$2.19M +$38.8K +159 +2%
MWM
714
Marion Wealth Management
Pennsylvania
$2.18M +$2.23M +9,151 New
GT
715
Greenleaf Trust
Michigan
$2.15M -$350K -1,434 -14%
PCG
716
Prosperity Consulting Group
Maryland
$2.14M +$9.52K +39 +0.4%
CNAM
717
Campbell Newman Asset Management
Wisconsin
$2.14M -$4.64K -19 -0.2%
FM
718
Freemont Management
Switzerland
$2.12M +$513K +2,100 +31%
SIM
719
Stratos Investment Management
Ohio
$2.1M +$2.16M +8,828 New
RA
720
Rational Advisors
New York
$2.1M +$2.15M +8,824 New
FFA
721
Farther Finance Advisors
California
$2.1M +$904K +3,701 +72%
GWM
722
Geneos Wealth Management
Colorado
$2.09M +$31K +127 +1%
PMA
723
Prudent Man Advisors
Illinois
$2.09M +$356K +1,459 +20%
SFG
724
SevenBridge Financial Group
Pennsylvania
$2.08M +$843K +3,454 +72%
RI
725
Rinkey Investments
California
$2.07M