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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Sendero Wealth Management
Texas
$2.73M +$983K +3,072 +61%
SAI
902
Systematic Alpha Investments
New Jersey
$2.73M
GD
903
Grandfield & Dodd
New York
$2.73M -$28.5K -89 -1%
SIG
904
Stonegate Investment Group
Alabama
$2.72M -$22.1M -68,993 -90%
WP
905
WealthPLAN Partners
Nebraska
$2.69M +$2.28M +7,130 New
MA
906
MYDA Advisors
New York
$2.69M -$3.84M -12,000 -60%
TVWM
907
Tower View Wealth Management
Wisconsin
$2.68M -$48K -150 -2%
WIM
908
WealthPlan Investment Management
Nebraska
$2.67M -$136K -426 -6%
EFS
909
Essex Financial Services
Connecticut
$2.67M -$8.63K -27 -0.3%
WIS
910
Wright Investors Service
Connecticut
$2.66M +$1.34M +4,203 +113%
PIA
911
Petredis Investment Advisors
Pennsylvania
$2.66M +$2.53M +7,905 New
HIC
912
Hartline Investment Corp
Illinois
$2.65M +$2.52M +7,889 New
BFA
913
Bragg Financial Advisors
North Carolina
$2.65M +$2.52M +7,870 New
MMPW
914
Mitchell McLeod Pugh & Williams
Alabama
$2.63M -$75.5K -236 -3%
HZ
915
Hixon Zuercher
Ohio
$2.63M +$111K +347 +5%
AAM
916
Azzad Asset Management
Virginia
$2.62M -$1.61M -5,021 -39%
CAM
917
Covenant Asset Management
New Jersey
$2.62M +$57.9K +181 +2%
SIC
918
Sigma Investment Counselors
Michigan
$2.61M -$51.2K -160 -2%
Capstone Investment Advisors
919
Capstone Investment Advisors
New York
$2.59M +$1.03M +3,211 +72%
EWA
920
EP Wealth Advisors
California
$2.59M +$2.46M +7,697 New
DSC
921
Duncker Streett & Co
Missouri
$2.55M +$3.52K +11 +0.1%
GCM
922
Geneva Capital Management
Wisconsin
$2.55M -$263K -822 -10%
PWM
923
Purus Wealth Management
California
$2.55M -$88K -275 -4%
ERWM
924
Elk River Wealth Management
Colorado
$2.55M -$182K -570 -7%
CFGS
925
Concourse Financial Group Securities
Alabama
$2.54M +$2.42M +7,555 New