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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
2676
Demars Financial Group
Washington
$9.51M +$327K +1,410 +3%
I
2677
InvesTrust
Oklahoma
$9.51M -$104K -448 -1%
WAOTB
2678
Wealth Advisors of Tampa Bay
Florida
$9.5M -$527K -2,275 -5%
BCM
2679
Banyan Capital Management
Georgia
$9.48M -$271K -1,168 -3%
OWMIAS
2680
One Wealth Management Investment & Advisory Services
Florida
$9.47M +$178K +769 +2%
AG
2681
Advocate Group
Minnesota
$9.44M -$1.42M -6,113 -13%
KWM
2682
Kingsman Wealth Management
Florida
$9.42M +$9.83M +42,415 New
HCCM
2683
Hudson Canyon Capital Management
New York
$9.41M
SGI
2684
Summit Global Investments
Utah
$9.41M -$5.85M -25,251 -37%
TP
2685
Tranquility Partners
Tennessee
$9.39M -$316K -1,364 -3%
EG
2686
Ellerson Group
Maryland
$9.39M -$786K -3,394 -7%
SIAG
2687
Safeguard Investment Advisory Group
California
$9.36M +$773K +3,338 +9%
EFL
2688
ERn Financial LLC
Wisconsin
$9.36M -$1.99M -8,605 -17%
RCM
2689
Ravenstone Capital Management
$9.34M +$86.9K +375 +0.9%
PHIC
2690
Pine Haven Investment Counsel
Massachusetts
$9.34M -$179K -772 -2%
GBI
2691
GP Brinson Investments
Illinois
$9.33M
NCM
2692
Next Capital Management
New York
$9.33M -$591K -2,553 -6%
TLP
2693
Trinity Legacy Partners
Texas
$9.33M -$10.9K -47 -0.1%
BSSFA
2694
Baron Silver Stevens Financial Advisors
Florida
$9.33M -$428K -1,848 -4%
EF
2695
Exeter Financial
Arizona
$9.32M -$352K -1,520 -3%
OIM
2696
Oder Investment Management
California
$9.32M +$61.6K +266 +0.6%
GCA
2697
Genesee Capital Advisors
New York
$9.29M +$24.6K +106 +0.3%
DBRC
2698
D.B. Root & Company
Pennsylvania
$9.29M +$16.9K +73 +0.2%
DIP
2699
DT Investment Partners
Pennsylvania
$9.28M -$490K -2,114 -5%
RWM
2700
RBA Wealth Management
California
$9.28M -$52.4K -226 -0.5%