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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1351
Thoroughbred Financial Services
Tennessee
$1.5M +$147K +1,241 +11%
LWM
1352
Loveless Wealth Management
Montana
$1.5M +$5.92K +50 +0.4%
SCP
1353
Shorepoint Capital Partners
Massachusetts
$1.5M -$1.71M -14,404 -54%
CIA
1354
Capital Investment Advisors
Georgia
$1.5M +$17.7K +149 +1%
SW
1355
StrongBox Wealth
Missouri
$1.49M +$78.2K +660 +6%
OWP
1356
Obermeyer Wealth Partners
Colorado
$1.47M +$481K +4,058 +49%
EW
1357
Evoke Wealth
California
$1.47M +$1.03M +8,658 +241%
SS
1358
Simplicity Solutions
Minnesota
$1.46M -$7.65M -64,575 -84%
OBGC
1359
O'Brien Greene & Co
Pennsylvania
$1.46M
CPSAC
1360
Chas P. Smith & Associates (CPS)
Florida
$1.46M -$26.1K -220 -2%
MA
1361
Modus Advisors
Minnesota
$1.45M -$25.7K -217 -2%
PK
1362
Pflug Koory
Nebraska
$1.45M -$57K -481 -4%
GCM
1363
Gunderson Capital Management
South Carolina
$1.45M +$215K +1,816 +18%
PSB
1364
Piscataqua Savings Bank
New Hampshire
$1.44M +$1.42M +11,998 New
UH
1365
Unigestion Holding
Switzerland
$1.44M +$1.42M +12,001 New
SA
1366
Strategic Advisors
New York
$1.44M +$21.4K +181 +2%
GRQ
1367
Gardner Russo & Quinn
Pennsylvania
$1.44M
SRSA
1368
S.R. Schill & Associates
Washington
$1.43M +$200K +1,686 +16%
NL
1369
NWAM LLC
Washington
$1.43M -$30.2K -255 -2%
SEC
1370
Seven Eight Capital
New York
$1.43M
HL
1371
HeadInvest LLC
Maine
$1.43M -$27.8K -235 -2%
CIM
1372
Corda Investment Management
Texas
$1.43M -$6.16K -52 -0.4%
LJAC
1373
L.J. Altfest & Co
New York
$1.42M +$130K +1,100 +10%
AR
1374
Advisory Research
Illinois
$1.41M -$1.21M -10,211 -47%
AIM
1375
Allen Investment Management
New York
$1.4M