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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
2401
Spirit of America Management Corp
New York
$9.55M -$17.4K -100 -0.2%
HHGA
2402
Halbert Hargrove Global Advisors
California
$9.55M -$5.78M -33,155 -40%
CWM
2403
Concentric Wealth Management
California
$9.54M -$230K -1,319 -3%
NO
2404
Ninety One
South Africa
$9.54M +$864K +4,957 +11%
NAG
2405
Northstar Advisory Group
New Jersey
$9.52M +$5.57M +31,938 +186%
GSC
2406
Ground Swell Capital
South Carolina
$9.52M +$8.55M +49,058 New
ILI
2407
Invesco LLC (Illinois)
Illinois
$9.48M +$8.52M +48,892 New
PP
2408
Patron Partners
Texas
$9.48M -$58.5K -336 -0.7%
BMM
2409
Buffington Mohr McNeal
Idaho
$9.48M +$276K +1,582 +3%
ABLA
2410
Alan B. Lancz & Associates
Ohio
$9.47M -$282K -1,620 -3%
DTC
2411
Davidson Trust Company
Washington
$9.45M -$11.5K -66 -0.1%
DBRC
2412
D.B. Root & Company
Pennsylvania
$9.45M -$124K -712 -1%
MAM
2413
Mystic Asset Management
Rhode Island
$9.45M -$409K -2,345 -5%
WCA
2414
Waypoint Capital Advisors
Minnesota
$9.43M -$147K -842 -2%
STAS
2415
Strong Tower Advisory Services
Minnesota
$9.43M -$27.2K -156 -0.3%
BA
2416
Bridge Advisory
California
$9.43M +$1M +5,759 +13%
HH
2417
HWG Holdings
Texas
$9.42M +$202K +1,162 +2%
PWS
2418
Paragon Wealth Strategies
Florida
$9.41M +$218K +1,249 +3%
EF
2419
Exeter Financial
Arizona
$9.4M -$1.48M -8,521 -15%
BG
2420
Benedetti & Gucer
Georgia
$9.39M +$40.3K +231 +0.5%
GIS
2421
Graphene Investments SAS
France
$9.39M -$1.29M -7,400 -13%
CA
2422
Centerpoint Advisors
Massachusetts
$9.39M -$489K -2,809 -5%
JE
2423
JMAC Enterprises
Pennsylvania
$9.37M +$83.5K +479 +1%
W
2424
Wealthquest
Ohio
$9.36M +$349 +2 +0%
AA
2425
Auxano Advisors
Washington
$9.36M