Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
AGP Franklin
Tennessee
$3.81M +$73.1K +215 +2%
FAM
802
Formidable Asset Management
Ohio
$3.81M +$972K +2,858 +36%
HAG
803
HighPoint Advisor Group
Illinois
$3.79M +$296K +870 +9%
LIM
804
Leavell Investment Management
Alabama
$3.79M -$19.7K -58 -0.5%
MB
805
MidFirst Bank
Oklahoma
$3.79M +$3.68M +10,821 New
DWM
806
Diversify Wealth Management
Utah
$3.78M -$243K -715 -6%
GRP
807
Global Retirement Partners
California
$3.77M +$1.39M +4,079 +61%
MG
808
Mather Group
Illinois
$3.75M +$92.2K +271 +3%
HWAM
809
Hennion & Walsh Asset Management
New Jersey
$3.75M +$64.6K +190 +2%
AAM
810
Advisors Asset Management
Colorado
$3.73M -$1.43M -4,205 -28%
OPW
811
Osprey Private Wealth
New York
$3.73M -$250K -735 -6%
OQS
812
Occudo Quantitative Strategies
Florida
$3.71M -$2.49M -7,321 -41%
FFP
813
FourThought Financial Partners
Florida
$3.7M -$1.41M -4,143 -28%
CNBT
814
Canandaigua National Bank & Trust
New York
$3.69M -$682K -2,005 -16%
QIM
815
Quantitative Investment Management
Virginia
$3.68M +$3.58M +10,515 New
PSP
816
Pacific Sage Partners
Washington
$3.65M +$680 +2 +0%
TC
817
Trilogy Capital
California
$3.65M +$1.21M +3,544 +51%
1C
818
111 Capital
France
$3.64M +$1.42M +4,190 +67%
MGIA
819
Moneta Group Investment Advisors
Missouri
$3.64M -$137K -402 -4%
CCM
820
Coldstream Capital Management
Washington
$3.64M -$124K -366 -3%
NB
821
Northwest Bancshares
Pennsylvania
$3.63M +$282K +828 +9%
SWA
822
Stratos Wealth Advisors
Ohio
$3.62M -$358K -1,053 -9%
PCM
823
Prana Capital Management
Connecticut
$3.61M +$2.65M +7,793 +311%
BRM
824
Boston Research & Management
Massachusetts
$3.6M -$809K -2,379 -19%
FAM
825
Fairtree Asset Management
South Africa
$3.58M +$1.31M +3,841 +60%