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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
526
Woodmont Investment Counsel
Tennessee
$8.27M +$477K +11,833 +6%
IWC
527
Integrated Wealth Concepts
Massachusetts
$8.26M +$73.1K +1,814 +0.9%
SCA
528
STALEY CAPITAL ADVISERS
Pennsylvania
$8.26M -$704K -17,475 -8%
DIA
529
Dean Investment Associates
Ohio
$8.24M -$413K -10,235 -5%
BPA
530
Beacon Pointe Advisors
California
$8.23M -$1.06M -26,360 -12%
LIM
531
Longfellow Investment Management
Massachusetts
$8.22M +$10.8K +269 +0.1%
JMFC
532
J.M. Forbes & Co
Massachusetts
$8.12M +$197K +4,899 +3%
SCA
533
Stonebridge Capital Advisors
Minnesota
$8.1M -$499K -12,393 -6%
SG
534
Sienna Gestion
France
$8.06M +$249K +6,190 +3%
IFG
535
Independent Financial Group
California
$8.04M +$426K +10,565 +6%
RIL
536
Rothschild Investment LLC
Illinois
$8.03M +$10.9K +271 +0.1%
HFS
537
Hantz Financial Services
Michigan
$8.01M -$473K -11,740 -6%
PAM
538
Panagora Asset Management
Massachusetts
$7.94M -$1.55M -38,535 -17%
AIMC
539
Alley Investment Management Company
Illinois
$7.91M +$93K +2,307 +1%
PVI
540
Pine Valley Investments
New Jersey
$7.85M +$929K +23,049 +14%
CCM
541
Coldstream Capital Management
Washington
$7.83M +$273K +6,771 +4%
UM
542
UniSuper Management
Australia
$7.79M +$4.32M +107,102 +131%
GIM
543
Goelzer Investment Management
Indiana
$7.76M -$122K -3,038 -2%
TA
544
Tectonic Advisors
Texas
$7.75M +$696K +17,260 +10%
VWA
545
Visionary Wealth Advisors
Illinois
$7.74M +$243K +6,037 +3%
CIA
546
Concurrent Investment Advisors
Florida
$7.72M +$2.33M +57,783 +45%
RFWA
547
RPg Family Wealth Advisory
Massachusetts
$7.62M -$28.4K -705 -0.4%
CWP
548
Cyndeo Wealth Partners
Florida
$7.62M +$635K +15,751 +9%
DWM
549
Dakota Wealth Management
Florida
$7.61M +$131K +3,245 +2%
IAA
550
Independent Advisor Alliance
North Carolina
$7.6M +$434K +10,773 +6%