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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1151
Formidable Asset Management
Ohio
$49.9M -$1.86M -6,941 -3%
EWA
1152
EverSource Wealth Advisors
Alabama
$49.8M +$381K +1,419 +0.8%
AWM
1153
Avior Wealth Management
Nebraska
$49.5M -$2.17M -8,089 -4%
PDM
1154
Penn Davis McFarland
Texas
$49.4M -$295K -1,098 -0.6%
EWM
1155
Edge Wealth Management
New York
$49.4M -$656K -2,444 -1%
SDH
1156
Sloy Dahl & Holst
Washington
$49.3M -$1.14M -4,236 -2%
KA
1157
Kintegral Advisory
New York
$49.3M -$1.33M -4,958 -3%
SG
1158
StoneX Group
New York
$49.2M -$56.9K -212 -0.1%
ECM
1159
Estabrook Capital Management
New York
$49.2M -$1.26M -4,711 -3%
RPGK
1160
Retirement Planning Group (Kansas)
Kansas
$49M -$126K -468 -0.3%
OWA
1161
Octavia Wealth Advisors
Ohio
$49M -$2.33M -8,681 -5%
CRB
1162
Chad R. Baker
$48.8M -$4.43M -16,501 -8%
CPA
1163
Capital Performance Advisors
California
$48.7M +$20.2M +75,337 +72%
OAM
1164
Occidental Asset Management
California
$48.5M +$3.93M +14,623 +9%
HI
1165
Hendershot Investments
Virginia
$48.4M -$1.08M -4,033 -2%
AA
1166
ALPS Advisors
Colorado
$48.3M -$8.62M -32,126 -15%
CCWA
1167
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.2M +$2.53M +9,435 +6%
SIG
1168
Sargent Investment Group
Maryland
$48.2M -$952K -3,545 -2%
Financial Engines Advisors
1169
Financial Engines Advisors
California
$48.1M -$4.46M -16,609 -9%
PA
1170
Procyon Advisors
Connecticut
$48M +$3.22M +11,990 +7%
AAM
1171
Azzad Asset Management
Virginia
$48M -$3.51M -13,061 -7%
GAM
1172
Guinness Asset Management
United Kingdom
$47.9M +$30.1K +112 +0.1%
AWAG
1173
ARS Wealth Advisors Group
Florida
$47.7M -$169K -631 -0.4%
FA
1174
Fagan Associates
New York
$47.6M -$434K -1,617 -0.9%
GAM
1175
Griffin Asset Management
New York
$47.4M +$184K +686 +0.4%