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Name Holding Trade Value Shares
Change
Change in
Stake
LG
1026
LaFleur & Godfrey
Michigan
$48.8M -$275K -1,186 -0.5%
CWG
1027
Cornerstone Wealth Group
North Carolina
$48.8M -$4.83M -20,862 -9%
JWM
1028
JGP Wealth Management
Oregon
$48.7M -$506K -2,186 -1%
KWA
1029
Kingswood Wealth Advisors
California
$48.5M -$15.2M -65,804 -23%
GAG
1030
GM Advisory Group
New York
$48.5M +$1.61M +6,928 +3%
MGI
1031
MayTech Global Investments
New York
$48.4M +$3.4M +14,671 +7%
BWFA
1032
Baltimore-Washington Financial Advisors
Maryland
$48.4M +$521K +2,248 +1%
PAM
1033
Palisade Asset Management
Minnesota
$48.4M -$3.32M -14,341 -6%
WB
1034
Webster Bank
Connecticut
$48.4M -$625K -2,698 -1%
VWA
1035
Visionary Wealth Advisors
Illinois
$48.3M +$168K +726 +0.3%
SCM
1036
SCS Capital Management
Massachusetts
$48.3M -$13.2M -57,127 -21%
BCP
1037
Blue Chip Partners
Michigan
$48.3M +$819K +3,535 +2%
SVCP
1038
Silicon Valley Capital Partners
California
$48.2M -$5.4M -23,296 -10%
BP
1039
BBR Partners
New York
$48.2M -$969K -4,184 -2%
NP
1040
Nilsine Partners
Colorado
$48.1M +$292K +1,262 +0.6%
SWA
1041
SFMG Wealth Advisors
Texas
$48M -$1.65M -7,113 -3%
LF
1042
Longbow Finance
Switzerland
$48M -$26M -112,379 -34%
WAP
1043
Wealthcare Advisory Partners
Pennsylvania
$47.9M +$253K +1,090 +0.5%
AA
1044
ALPS Advisors
Colorado
$47.9M -$699K -3,017 -1%
ST
1045
Spinnaker Trust
Maine
$47.9M -$1.63M -7,031 -3%
TW
1046
Trajan Wealth
Arizona
$47.8M +$1.3M +5,616 +3%
MKW
1047
Mullaney, Keating & Wright
Connecticut
$47.6M -$4.87K -21 -0%
WP
1048
WealthPLAN Partners
Nebraska
$47.5M -$191K -825 -0.4%
SBWIC
1049
Schaper Benz & Wise Investment Counsel
Wisconsin
$47.5M -$437K -1,888 -0.9%
VWM
1050
Venturi Wealth Management
Texas
$47.4M -$977K -4,216 -2%