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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1026
Blue Chip Partners
Michigan
$56.1M +$143K +551 +0.2%
FG
1027
Fiduciary Group
Georgia
$56M -$176K -676 -0.3%
MWM
1028
Mindset Wealth Management
Indiana
$55.9M +$306K +1,175 +0.5%
GIP
1029
Granite Investment Partners
California
$55.6M +$5.22M +20,065 +10%
AFP
1030
Ausdal Financial Partners
Iowa
$55.6M -$47.4K -182 -0.1%
MAM
1031
Martingale Asset Management
Massachusetts
$55.4M +$357K +1,370 +0.6%
RFA
1032
Rollins Financial Advisors
New York
$55.4M -$818K -3,144 -1%
TCWA
1033
Turtle Creek Wealth Advisors
Texas
$55.2M +$4.81M +18,492 +9%
IA
1034
Integrity Alliance
Iowa
$55.2M -$168K -647 -0.3%
HIC
1035
Hartline Investment Corp
Illinois
$55.2M +$84.8K +326 +0.2%
PWMAG
1036
Pinnacle Wealth Management Advisory Group
New Jersey
$55.2M -$3.09M -11,880 -5%
BRWA
1037
B. Riley Wealth Advisors
Florida
$55.1M -$28.8M -110,729 -33%
CAM
1038
Close Asset Management
United Kingdom
$55M +$4.19M +16,105 +8%
DWT
1039
Dorsey & Whitney Trust
South Dakota
$54.9M -$217K -834 -0.4%
MKW
1040
Mullaney, Keating & Wright
Connecticut
$54.7M +$66.6K +256 +0.1%
GWP
1041
Gateway Wealth Partners
Wisconsin
$54.6M +$34M +130,820 +155%
C
1042
Certuity
Florida
$54.5M -$246M -946,479 -81%
JFG
1043
Jefferies Financial Group
New York
$54.5M -$48.1M -184,892 -46%
SW
1044
SlateStone Wealth
Florida
$54.4M +$2.25M +8,661 +4%
AI
1045
Accredited Investors
Minnesota
$54.4M -$2.58M -9,918 -4%
TBA
1046
Tower Bridge Advisors
Pennsylvania
$54.3M +$926K +3,557 +2%
COLIM
1047
City of London Investment Management
United Kingdom
$54.2M +$7.34M +28,190 +15%
CF
1048
Centaurus Financial
California
$54M +$2.93M +11,245 +6%
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.9M +$96.3K +370 +0.2%
SW
1050
Solidarity Wealth
Utah
$53.9M +$3.34M +12,830 +6%