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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$57.1M -$208K -922 -0.4%
FG
1002
Fiduciary Group
Georgia
$57M -$347K -1,537 -0.7%
JFGIW
1003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57M +$3.4M +15,062 +7%
HCPC
1004
Hamilton Capital Partners (Canada)
$56.9M -$258K -1,144 -0.5%
PA
1005
PFG Advisors
Arizona
$56.9M +$3.89M +17,213 +8%
BCP
1006
Blue Chip Partners
Michigan
$56.8M +$132K +585 +0.3%
SAM
1007
SP Asset Management
California
$56.7M -$3.32M -14,705 -6%
BIA
1008
Biondo Investment Advisors
Pennsylvania
$56.5M -$621K -2,747 -1%
JWM
1009
JGP Wealth Management
Oregon
$56.5M +$306K +1,356 +0.6%
PAI
1010
Pittenger & Anderson Inc
Nebraska
$56.5M +$96.5K +427 +0.2%
SCM
1011
SCS Capital Management
Massachusetts
$56.2M -$2.69M -11,890 -5%
SWA
1012
SFMG Wealth Advisors
Texas
$56M +$452K +2,003 +0.9%
AFP
1013
Ausdal Financial Partners
Iowa
$56M +$7.71M +34,133 +18%
CIS
1014
Capital International Sarl
California
$56M +$2.5M +11,047 +5%
CBA
1015
Coastal Bridge Advisors
Connecticut
$56M +$1.87M +8,258 +4%
SWP
1016
Sagespring Wealth Partners
Tennessee
$56M +$4.26M +18,837 +9%
MWM
1017
Mindset Wealth Management
Indiana
$56M -$227K -1,004 -0.5%
DWT
1018
Dorsey & Whitney Trust
South Dakota
$55.8M -$399K -1,768 -0.8%
TBA
1019
Tower Bridge Advisors
Pennsylvania
$55.7M -$889K -3,937 -2%
LG
1020
LaFleur & Godfrey
Michigan
$55.7M -$755K -3,343 -2%
SSA
1021
Schonfeld Strategic Advisors
New York
$55.7M -$72.9M -322,579 -60%
SW
1022
SlateStone Wealth
Florida
$55.5M -$4.87M -21,549 -9%
VWM
1023
Venturi Wealth Management
Texas
$55.4M +$260K +1,152 +0.5%
VCA
1024
Verdence Capital Advisors
Maryland
$55.3M -$248K -1,100 -0.5%
HIC
1025
Hartline Investment Corp
Illinois
$55.3M -$595K -2,634 -1%