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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
926
EFG Asset Management
Oregon
$3.21M -$140K -700 -5%
MWM
927
Merriman Wealth Management
Washington
$3.19M -$30K -150 -1%
DWT
928
Dorsey & Whitney Trust
South Dakota
$3.18M +$732K +3,660 +43%
TPCW
929
TD Private Client Wealth
New York
$3.17M -$72.2K -361 -3%
WAP
930
Wealthcare Advisory Partners
Pennsylvania
$3.17M +$3.2K +16 +0.1%
FFA
931
First Foundation Advisors
California
$3.16M +$41.6K +208 +2%
CNWM
932
Clay Northam Wealth Management
California
$3.14M +$119K +595 +5%
WJWM
933
Williams Jones Wealth Management
New York
$3.14M +$149K +747 +7%
CWM
934
Calamos Wealth Management
Illinois
$3.14M -$289K -1,447 -11%
AMCA
935
Arthur M. Cohen & Associates
Illinois
$3.13M -$23.6K -118 -1%
SLFPAM
936
St. Louis Financial Planners Asset Management
Missouri
$3.12M +$2.39M +11,931 New
CWS
937
Cypress Wealth Services
California
$3.12M -$35K -175 -2%
CIA
938
Choate Investment Advisors
Massachusetts
$3.12M +$415K +2,075 +21%
DCM
939
Decatur Capital Management
Georgia
$3.1M -$34.4K -172 -1%
CRC
940
Curi RMB Capital
Illinois
$3.09M +$1.23M +6,135 +108%
JC
941
Jacobs & Co
California
$3.09M -$290K -1,450 -11%
WCM
942
WealthBridge Capital Management
Ohio
$3.07M -$350K -1,751 -13%
IAS
943
IMA Advisory Services
Colorado
$3.06M -$157K -783 -6%
MS
944
Mizuho Securities
Japan
$3.05M +$1.28M +6,410 +123%
CI Investments Inc
945
CI Investments Inc
Ontario, Canada
$3.04M -$3.92M -19,603 -63%
NW
946
Naviter Wealth
Arkansas
$3.02M +$142K +708 +7%
NSAM
947
North Star Asset Management
Wisconsin
$3.01M +$19.6K +98 +0.9%
FA
948
Fagan Associates
New York
$3.01M -$8K -40 -0.3%
MAM
949
Morse Asset Management
Connecticut
$3.01M +$82K +410 +4%
WIS
950
Wright Investors Service
Connecticut
$3.01M +$1.31M +6,569 +134%