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Name Holding Trade Value Shares
Change
Change in
Stake
WAC
1576
William Allan Corp
Colorado
$3.08M +$3.05M +14,190 New
IFWM
1577
Institute for Wealth Management
Colorado
$3.07M +$42.7K +199 +1%
BCM
1578
Bancreek Capital Management
California
$3.06M +$3.03M +14,096 New
PWPS
1579
Pinnacle Wealth Planning Services
Ohio
$3.05M +$74.1K +345 +3%
ESB
1580
Essex Savings Bank
Connecticut
$3.05M -$47.7K -222 -2%
CWS
1581
Confluence Wealth Services
Pennsylvania
$3.04M +$3.01M +14,025 New
RCA
1582
Resonant Capital Advisors
Wisconsin
$3.04M +$266K +1,240 +10%
SC
1583
Solstein Capital
California
$3.02M +$10.3K +48 +0.3%
MC
1584
Mount Capital
United Kingdom
$3.02M +$2.99M +13,924 New
NWM
1585
Northcape Wealth Management
New York
$3.01M +$2.98M +13,879 New
AO
1586
Advisor OS
Illinois
$3.01M +$239K +1,115 +9%
CWM
1587
Centric Wealth Management
Illinois
$3M +$71.3K +332 +2%
SWA
1588
SFMG Wealth Advisors
Texas
$3M +$115K +538 +4%
AWM
1589
Avior Wealth Management
Nebraska
$2.99M +$263K +1,227 +10%
SCM
1590
Stamina Capital Management
New York
$2.98M +$2.95M +13,750 New
CIP
1591
Chartwell Investment Partners
Pennsylvania
$2.98M +$117K +547 +4%
MCM
1592
MV Capital Management
Maryland
$2.98M +$55K +256 +2%
Boston Partners
1593
Boston Partners
Massachusetts
$2.98M +$28.8K +134 +1%
SFG
1594
SevenBridge Financial Group
Pennsylvania
$2.97M -$132K -614 -4%
PGIM
1595
Pacific Global Investment Management
California
$2.96M -$38.9K -181 -1%
MWM
1596
Mattern Wealth Management
Kansas
$2.95M -$15K -70 -0.5%
ANRIA
1597
American National Registered Investment Advisor
Texas
$2.95M -$429 -2 -0%
FFM
1598
Forum Financial Management
Illinois
$2.94M +$2.92M +13,588 New
JFL
1599
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.93M -$3.57M -16,624 -55%
SFS
1600
Stiles Financial Services
Minnesota
$2.93M +$2.88M +13,406 New