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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1476
Financial Avengers
California
$23M -$186K -1,176 -0.9%
SIM
1477
Stratos Investment Management
Ohio
$23M -$1.2M -7,567 -6%
BWM
1478
BerganKDV Wealth Management
Minnesota
$23M -$54.7K -346 -0.3%
TC
1479
Tsai Capital
New York
$22.9M -$4.1M -25,944 -17%
PFBT
1480
Parkside Financial Bank & Trust
Missouri
$22.9M +$1.56M +9,858 +8%
CWS
1481
Cypress Wealth Services
California
$22.9M -$131K -828 -0.6%
CWA
1482
Canvas Wealth Advisors
Kansas
$22.9M -$744K -4,709 -4%
CPIA
1483
Cornell Pochily Investment Advisors
New York
$22.9M +$1.22M +7,696 +6%
ANBT
1484
American National Bank & Trust
Texas
$22.9M +$353K +2,231 +2%
PTP
1485
Platform Technology Partners
New York
$22.8M -$447K -2,828 -2%
MCC
1486
Money Concepts Capital
Florida
$22.8M +$20.3M +128,156 New
EAMA
1487
EFG Asset Management (Americas)
Florida
$22.7M +$1.96M +12,420 +11%
MSAM
1488
Moloney Securities Asset Management
Missouri
$22.7M +$573K +3,624 +3%
UAS
1489
United Asset Strategies
New York
$22.7M +$332K +2,100 +2%
BCM
1490
Barometer Capital Management
Ontario, Canada
$22.7M +$5.66M +35,790 +39%
BB
1491
Berkshire Bank
Massachusetts
$22.7M +$31.3K +198 +0.2%
KA
1492
Kercheville Advisors
Texas
$22.6M -$35.1K -222 -0.2%
APG
1493
Abacus Planning Group
South Carolina
$22.6M +$545K +3,450 +3%
Two Sigma Investments
1494
Two Sigma Investments
New York
$22.6M -$72.3M -457,292 -78%
SVWAG
1495
Sound View Wealth Advisors Group
Georgia
$22.6M -$320K -2,023 -2%
QPW
1496
Quantum Private Wealth
Florida
$22.6M +$20.1M +126,995 New
OFG
1497
Oxford Financial Group
Indiana
$22.5M +$1.59M +10,031 +9%
FIM
1498
Freedom Investment Management
Connecticut
$22.5M -$73.5K -465 -0.4%
M
1499
MOTCO
Texas
$22.5M -$996K -6,305 -5%
NCM
1500
Nelson Capital Management
California
$22.5M -$38.2K -242 -0.2%