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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2976
Sweet Financial Partners
Minnesota
$3.82M +$575K +4,025 +16%
HG
2977
Herbst Group
Connecticut
$3.81M +$14.6K +102 +0.3%
AIP
2978
Almanack Investment Partners
Pennsylvania
$3.81M -$471K -3,297 -10%
MA
2979
MBA Advisors
Pennsylvania
$3.79M -$258K -1,803 -6%
QWM
2980
QP Wealth Management
New Jersey
$3.78M +$343K +2,400 +9%
PTC
2981
Provident Trust Company
Wisconsin
$3.78M -$554K -3,876 -12%
LC
2982
Landaas & Company
Wisconsin
$3.77M -$973K -6,807 -19%
PRC
2983
Pearl River Capital
Michigan
$3.77M +$4.15M +29,023 New
SDWMA
2984
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.77M -$797K -5,575 -16%
EL
2985
Essex LLC
Illinois
$3.76M -$222K -1,552 -5%
CWM
2986
Cahaba Wealth Management
Georgia
$3.76M +$115K +806 +3%
NERM
2987
New England Research & Management
Illinois
$3.76M +$6.43K +45 +0.2%
TBNY
2988
Trustco Bank (New York)
New York
$3.75M +$30.6K +214 +0.7%
PHAM
2989
Portland Hill Asset Management
United Kingdom
$3.75M -$96.5K -675 -2%
ACP
2990
Aveo Capital Partners
Colorado
$3.75M +$202K +1,416 +5%
BCFS
2991
Butensky & Cohen Financial Security
Florida
$3.74M +$55.7K +390 +1%
JGIA
2992
Jackson Grant Investment Advisers
Connecticut
$3.74M +$2.57K +18 +0.1%
CWA
2993
Choice Wealth Advisors
Maine
$3.73M -$7.15K -50 -0.2%
TA
2994
Trellis Advisors
Washington
$3.73M -$70.2K -491 -2%
PFP
2995
Paragon Financial Partners
California
$3.73M +$1.43K +10 +0%
PRS
2996
Pinkerton Retirement Specialists
Idaho
$3.72M -$16.6K -116 -0.4%
TCM
2997
Tandem Capital Management
New Jersey
$3.72M +$73.3K +513 +2%
SWAG
2998
Spectrum Wealth Advisory Group
California
$3.71M +$354K +2,475 +10%
DFG
2999
Demars Financial Group
Washington
$3.7M -$291K -2,039 -7%
EWS
3000
Evergreen Wealth Solutions
Pennsylvania
$3.69M +$81.5K +570 +2%