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Name Holding Trade Value Shares
Change
Change in
Stake
KB
1076
Kimelman & Baird
New York
$2.13M – – –
EPW
1077
Evolve Private Wealth
California
$2.11M +$219K +2,400 +12%
PDL
1078
Portfolio Design Labs
California
$2.1M +$346K +3,787 +20%
BHIA
1079
Birch Hill Investment Advisors
Massachusetts
$2.1M -$13.7K -150 -0.6%
SP
1080
SWS Partners
Ohio
$2.1M +$247K +2,703 +13%
PHIC
1081
Pine Haven Investment Counsel
Massachusetts
$2.1M +$31.1K +341 +1%
IWM
1082
Iams Wealth Management
Nebraska
$2.09M +$433K +4,742 +26%
LIM
1083
Loudon Investment Management
New Hampshire
$2.08M -$140K -1,530 -6%
LFG
1084
Larson Financial Group
Missouri
$2.08M +$421K +4,609 +25%
FCBT
1085
First Citizens Bank & Trust
North Carolina
$2.08M -$301K -3,298 -13%
WIA
1086
Wealthedge Investment Advisors
New York
$2.08M +$505K +5,529 +32%
SAS
1087
Stelac Advisory Services
New York
$2.07M -$9.22K -101 -0.4%
GIA
1088
Guyasuta Investment Advisors
Pennsylvania
$2.06M -$434K -4,759 -17%
SSA
1089
SSA Swiss Advisors
$2.05M – – –
GIM
1090
Generali Investments Management
Slovenia
$2.05M – – –
NL
1091
NWAM LLC
Washington
$2.05M +$414K +4,531 +25%
SMC
1092
Smith, Moore & Co
Missouri
$2.04M -$26.3K -288 -1%
FNA
1093
First National Advisers
Nebraska
$2.03M -$3.04M -33,272 -60%
AC
1094
Armistice Capital
New York
$2.03M +$2.04M +22,381 New
DAS
1095
Dynamic Advisor Solutions
Arizona
$2.03M -$96.8K -1,061 -5%
FBT
1096
First Bankers Trust
Kentucky
$2.01M -$3.35M -36,750 -62%
IFG
1097
Independent Financial Group
California
$2M +$347K +3,799 +21%
PWP
1098
Perfromance Wealth Partners
Illinois
$2M +$222K +2,435 +12%
EFS
1099
Essex Financial Services
Connecticut
$2M -$240K -2,634 -11%
IAS
1100
Integrity Advisory Solutions
Texas
$1.99M +$1.81M +19,815 +915%