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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
826
Integrated Wealth Concepts
Massachusetts
$3.79M +$382K +3,582 +10%
BMWM
827
Brown Miller Wealth Management
Virginia
$3.78M +$214K +2,008 +5%
PGAM
828
Princeton Global Asset Management
New Jersey
$3.77M -$32K -300 -0.8%
JSC
829
Jackson Square Capital
California
$3.75M -$1.16M -10,888 -22%
HAC
830
Harbor Advisory Corp
New Hampshire
$3.74M -$15.8K -148 -0.4%
DT
831
Diversified Trust
Tennessee
$3.73M -$167K -1,570 -4%
HA
832
Hamel Associates
New Jersey
$3.71M +$794K +7,450 +24%
LG
833
LaFleur & Godfrey
Michigan
$3.71M -$255K -2,391 -6%
WWM
834
Western Wealth Management
Colorado
$3.71M +$566K +5,314 +16%
BIM
835
Baldwin Investment Management
Pennsylvania
$3.68M +$54.5K +511 +1%
QCM
836
Quantinno Capital Management
New York
$3.67M +$1.22M +11,482 +43%
ORI
837
Oak Ridge Investments
Illinois
$3.67M -$87.2K -818 -2%
BCM
838
Brookmont Capital Management
Texas
$3.67M +$264K +2,474 +7%
FTDI
839
First Trust Direct Indexing
Massachusetts
$3.65M -$132K -1,242 -3%
QIM
840
Quest Investment Management
Oregon
$3.64M +$288K +2,702 +8%
XF
841
XML Financial
Maryland
$3.63M +$3.33M +31,201 +493%
FCBT
842
First Citizens Bank & Trust
North Carolina
$3.63M -$947K -8,885 -19%
ABP
843
Arthur B. Page
$3.62M -$58.6K -550 -1%
SWA
844
Sutton Wealth Advisors
Florida
$3.62M -$55.1K -517 -1%
MFG
845
MidWestOne Financial Group
Iowa
$3.6M -$92.5K -868 -2%
ADBIC
846
A.D. Beadell Investment Counsel
Wisconsin
$3.6M +$48K +450 +1%
NCM
847
Narwhal Capital Management
Georgia
$3.6M -$1.37M -12,851 -26%
BAM
848
Belpointe Asset Management
Nevada
$3.58M +$340K +3,186 +9%
RIM
849
Redpoint Investment Management
Australia
$3.57M -$818K -7,674 -17%
OSNBOA
850
Old Second National Bank of Aurora
Illinois
$3.57M -$86.3K -810 -2%