Name Holding Trade Value Shares
Change
Change in
Stake
SAI
951
Savvy Advisors Inc
New York
$3.77M +$1.23M +9,658 +47%
AG
952
Ascent Group
Virginia
$3.77M -$14.7K -115 -0.4%
DWM
953
Dynasty Wealth Management
Florida
$3.76M +$93.9K +737 +3%
TCM
954
Tandem Capital Management
New Jersey
$3.75M – – –
DAS
955
Dynamic Advisor Solutions
Arizona
$3.74M -$1.95M -15,282 -34%
TCM
956
Telos Capital Management
California
$3.74M -$77.3K -607 -2%
Financial Engines Advisors
957
Financial Engines Advisors
California
$3.74M +$182K +1,426 +5%
JGUA
958
John G. Ullman & Associates
New York
$3.73M -$60.5K -475 -2%
WAP
959
Wealthcare Advisory Partners
Pennsylvania
$3.73M +$2.18M +17,102 +135%
WSC
960
Wellington Shields & Co
New York
$3.73M +$394K +3,093 +12%
FA
961
Fiduciary Alliance
South Carolina
$3.72M +$203K +1,595 +6%
FCMC
962
Founders Capital Management (Connecticut)
Connecticut
$3.72M -$92.5K -726 -2%
FIM
963
Fruth Investment Management
Texas
$3.71M -$36.3K -285 -1%
MFS
964
Mattson Financial Services
Michigan
$3.71M +$393K +3,088 +12%
CWM
965
Cordatus Wealth Management
Pennsylvania
$3.71M +$98.1K +770 +3%
CST
966
Charles Schwab Trust
Nevada
$3.7M +$18.2K +143 +0.5%
AWA
967
Aaron Wealth Advisors
Illinois
$3.69M +$940K +7,380 +33%
GIA
968
GHP Investment Advisors
Colorado
$3.68M +$11.7K +92 +0.3%
KC
969
Kinloch Capital
Virginia
$3.66M +$14.1K +111 +0.4%
IC
970
IEQ Capital
California
$3.65M -$10.1M -79,099 -73%
DAM
971
Delta Asset Management
Tennessee
$3.65M -$78K -612 -2%
IIA
972
ICW Investment Advisors
Arizona
$3.64M -$8.28K -65 -0.2%
PFBT
973
Parkside Financial Bank & Trust
Missouri
$3.64M -$14.7K -115 -0.4%
LCM
974
LVM Capital Management
Michigan
$3.63M -$7.39K -58 -0.2%
TCMP
975
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.63M +$1.35M +10,612 +58%