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Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
1001
Legacy Wealth Management (Mississippi)
Mississippi
$2.13M +$2.05M +24,491 New
AP
1002
Appleton Partners
Massachusetts
$2.12M -$15.2K -182 -0.7%
IAA
1003
Independent Advisor Alliance
North Carolina
$2.11M -$96.2K -1,148 -5%
MSS
1004
Mitchell Sinkler & Starr
Pennsylvania
$2.11M -$73.7K -880 -3%
BO
1005
Bank OZK
Arkansas
$2.08M +$108K +1,288 +6%
CFG
1006
Citizens Financial Group
Rhode Island
$2.08M +$93.7K +1,119 +5%
FQ
1007
First Quadrant
California
$2.06M -$109K -1,300 -5%
SB
1008
Strategic Blueprint
Georgia
$2.05M -$30.7K -367 -2%
DFG
1009
Demars Financial Group
Washington
$2.05M +$1.98M +23,636 New
LFA
1010
Lighthouse Financial Advisors
Maryland
$2.05M +$1.98M +23,629 New
IC
1011
IEQ Capital
California
$2.05M +$1.97M +23,573 New
CCM
1012
Carlson Capital Management
Minnesota
$2.04M +$46.3K +553 +2%
PGIM
1013
Pacific Global Investment Management
California
$2.04M +$29.7K +355 +2%
AL
1014
Aspiriant LLC
California
$2.03M -$106K -1,261 -5%
GH
1015
GAM Holding
Switzerland
$2.03M -$84.3K -1,006 -4%
WSC
1016
Wellington Shields & Co
New York
$2.03M +$1.96M +23,350 New
GBT
1017
Grove Bank & Trust
Florida
$2.02M +$210K +2,502 +12%
SG Americas Securities
1018
SG Americas Securities
New York
$2M -$329K -3,928 -15%
Fiera Capital (Canada)
1019
Fiera Capital (Canada)
Quebec, Canada
$1.98M -$92.8K -1,108 -5%
GIA
1020
Guyasuta Investment Advisors
Pennsylvania
$1.97M +$199K +2,380 +12%
Jane Street
1021
Jane Street
New York
$1.97M -$2.36M -28,167 -55%
PAM
1022
Paradigm Asset Management
New York
$1.97M +$92.1K +1,100 +5%
DMC
1023
Drexel Morgan & Co
Pennsylvania
$1.96M -$371K -4,431 -16%
WWM
1024
Windsor Wealth Management
Indiana
$1.95M +$12.3K +147 +0.7%
EHWM
1025
Eads & Heald Wealth Management
Georgia
$1.95M -$838 -10 -0%