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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1426
SageView Advisory Group
California
$21M +$3.1M +21,027 +20%
AIM
1427
Arcadia Investment Management
Michigan
$21M -$1.24M -8,391 -6%
SCM
1428
Stevens Capital Management
Pennsylvania
$21M +$17M +115,484 +964%
WA
1429
Wealth Architects
California
$21M -$79.4K -538 -0.4%
SG
1430
Stonnington Group
California
$21M +$54.7K +371 +0.3%
SC
1431
Sepio Capital
Utah
$21M -$2.99M -20,264 -14%
SB
1432
Simmons Bank
Arkansas
$21M +$188K +1,275 +1%
HCM
1433
Harvey Capital Management
Florida
$20.9M -$189K -1,280 -1%
JWCA
1434
J.W. Coons Advisors
Ohio
$20.9M -$55.9K -379 -0.3%
TA
1435
Tiedemann Advisors
New York
$20.9M +$2.16M +14,661 +13%
CWM
1436
Concentrum Wealth Management
California
$20.9M -$342K -2,321 -2%
TPCW
1437
TD Private Client Wealth
New York
$20.8M +$42.6K +289 +0.2%
GFP
1438
Gryphon Financial Partners
Ohio
$20.8M -$68.6K -465 -0.4%
B
1439
Bensler
Washington
$20.7M +$389K +2,634 +2%
BP
1440
Broadleaf Partners
Ohio
$20.7M +$330K +2,235 +2%
LT
1441
Legacy Trust
Michigan
$20.7M +$19.8K +134 +0.1%
PTP
1442
Platform Technology Partners
New York
$20.6M +$71.1K +482 +0.4%
LB
1443
Leo Brokerage
Texas
$20.6M +$18.4M +125,013 New
AFG
1444
AFS Financial Group
Maryland
$20.6M +$147K +994 +0.8%
QPW
1445
Quantum Private Wealth
Florida
$20.5M -$149K -1,008 -0.8%
TWM
1446
Tradition Wealth Management
Minnesota
$20.5M +$5.07M +34,329 +38%
WAM
1447
Wallington Asset Management
Indiana
$20.4M -$17.4K -118 -0.1%
TCA
1448
Trifecta Capital Advisors
Illinois
$20.4M +$386K +2,613 +2%
SWM
1449
Stockman Wealth Management
Montana
$20.4M -$562K -3,808 -3%
AFAS
1450
Acorn Financial Advisory Services
Virginia
$20.4M -$44.9K -304 -0.2%