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Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
1651
Key Client Fiduciary Advisors
New Jersey
$1.14M -$15.3K -120 -1%
MWA
1652
Moser Wealth Advisors
Washington
$1.14M -$11.7K -92 -1%
Calamos Wealth Management
1653
Calamos Wealth Management
Illinois
$1.14M -$9.42K -74 -0.9%
CC
1654
Callan Capital
California
$1.13M +$162K +1,271 +18%
BFG
1655
Beacon Financial Group
Texas
$1.13M -$121K -948 -10%
RDWM
1656
Red Door Wealth Management
Tennessee
$1.13M +$95.2K +748 +10%
FP
1657
Financial Perspectives
Minnesota
$1.12M – – –
KA
1658
Kovack Advisors
Florida
$1.12M -$201K -1,583 -16%
ARGA Investment Management
1659
ARGA Investment Management
Connecticut
$1.12M – – –
ATC
1660
Adirondack Trust Company
New York
$1.12M -$10.6K -83 -1%
BWP
1661
Balboa Wealth Partners
Arizona
$1.12M +$206K +1,622 +24%
WCM
1662
Weaver Capital Management
Georgia
$1.12M +$14.5K +114 +1%
KP
1663
Keel Point
Alabama
$1.11M +$138K +1,083 +15%
SFS
1664
Summit Financial Strategies
Ohio
$1.11M -$153K -1,206 -13%
RSA
1665
River Street Advisors
Illinois
$1.11M +$130K +1,023 +14%
SFG
1666
Shum Financial Group
California
$1.11M -$45.9K -361 -4%
Winton Group
1667
Winton Group
United Kingdom
$1.11M +$1.07M +8,374 New
BOPW
1668
Brandywine Oak Private Wealth
Pennsylvania
$1.11M -$382 -3 -0%
CCA
1669
Cobblestone Capital Advisors
New York
$1.11M -$56.4K -443 -5%
CFP
1670
Catalyst Financial Partners
Massachusetts
$1.11M +$50.4K +396 +5%
WEG
1671
World Equity Group
Illinois
$1.1M +$398K +3,125 +58%
PBF
1672
Petix & Botte Financial
California
$1.1M – – –
SIMG
1673
Sonora Investment Management Group
Arizona
$1.1M -$34.9K -274 -3%
SBF
1674
Sara-Bay Financial
Florida
$1.1M +$90.2K +709 +9%
Voleon Capital Management
1675
Voleon Capital Management
California
$1.1M +$748K +5,881 +243%