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Name Holding Trade Value Shares
Change
Change in
Stake
ET
1026
Equitable Trust
Tennessee
$2.71M +$3.71K +35 +0.1%
LWMM
1027
Legacy Wealth Management (Mississippi)
Mississippi
$2.68M
FIB
1028
First Interstate Bank
Montana
$2.68M -$46.8K -441 -2%
OWA
1029
ORBA Wealth Advisors
Illinois
$2.67M +$111K +1,049 +4%
GP
1030
Girard Partners
Pennsylvania
$2.67M -$165K -1,557 -6%
NB
1031
Nicolet Bankshares
Wisconsin
$2.67M -$205K -1,929 -7%
EFS
1032
Essex Financial Services
Connecticut
$2.66M +$448K +4,222 +21%
MPIA
1033
Mountain Pacific Investment Advisers
Idaho
$2.66M -$376K -3,550 -12%
IHL
1034
Investment House LLC
California
$2.66M -$55.7K -525 -2%
ADBIC
1035
A.D. Beadell Investment Counsel
Wisconsin
$2.65M -$127K -1,200 -4%
HSA
1036
HBK Sorce Advisory
Pennsylvania
$2.65M +$167K +1,579 +7%
GIA
1037
Guyasuta Investment Advisors
Pennsylvania
$2.64M
BWAM
1038
Boyd Watterson Asset Management
Ohio
$2.64M -$21.5K -203 -0.8%
PF
1039
Phoenix Financial
Israel
$2.63M -$2.2M -20,718 -45%
EWA
1040
EverSource Wealth Advisors
Alabama
$2.63M +$117K +1,107 +5%
DDC
1041
DF Dent & Co
Maryland
$2.61M -$13.8K -130 -0.5%
TG
1042
TCW Group
California
$2.61M +$76.2K +719 +3%
SP
1043
SWS Partners
Ohio
$2.61M -$18.9K -178 -0.7%
EFG
1044
Embree Financial Group
Illinois
$2.6M -$211K -1,991 -7%
PGIM
1045
Pacific Global Investment Management
California
$2.6M -$11.3K -107 -0.4%
GCM
1046
Glynn Capital Management
California
$2.6M
HBWM
1047
Hollow Brook Wealth Management
New York
$2.59M +$251K +2,369 +10%
WA1
1048
Wimmer Associates 1
California
$2.59M
LFS
1049
Legacy Financial Strategies
Kansas
$2.59M +$289K +2,724 +12%
AA
1050
Axiom Advisory
California
$2.59M +$2.59M +24,432 New