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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Sugarloaf Wealth Management
Georgia
$3.27M +$49.5K +123 +2%
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$3.26M +$2.18M +5,409 +431%
DGAM
1003
Desjardins Global Asset Management
Quebec, Canada
$3.26M +$293K +727 +12%
MAS
1004
Meeder Advisory Services
Ohio
$3.25M +$86.6K +215 +3%
IB
1005
Intrust Bank
Kansas
$3.22M +$8.06K +20 +0.3%
BIP
1006
Bouvel Investment Partners
Pennsylvania
$3.21M +$95.9K +238 +4%
RFN
1007
RDA Financial Network
Iowa
$3.21M -$101K -250 -4%
DWT
1008
Dorsey & Whitney Trust
South Dakota
$3.2M +$455K +1,130 +21%
HIIFS
1009
Harel Insurance Investments & Financial Services
Israel
$3.19M -$23.1M -57,466 -90%
AC
1010
Asio Capital
Kentucky
$3.18M +$632K +1,568 +32%
SC
1011
Savant Capital
Illinois
$3.17M +$537K +1,333 +26%
CCFP
1012
Charles Carroll Financial Partners
Massachusetts
$3.17M +$1.48M +3,680 +131%
AIC
1013
Argus Investors Counsel
New York
$3.16M +$58.8K +146 +2%
HFM
1014
Harvest Fund Management
China
$3.16M +$371K +920 +17%
SIM
1015
Stratos Investment Management
Ohio
$3.15M -$27.8K -69 -1%
WI
1016
Wahed Invest
New York
$3.15M +$273K +678 +12%
CCM
1017
Canal Capital Management
Virginia
$3.15M -$527K -1,307 -17%
CP
1018
CenterBook Partners
Connecticut
$3.13M -$457K -1,135 -15%
MLL
1019
Moody Lynn & Lieberson
Massachusetts
$3.12M +$130K +323 +5%
TCA
1020
Trifecta Capital Advisors
Illinois
$3.11M +$80.6K +200 +3%
ISWM
1021
Independent Solutions Wealth Management
New York
$3.1M +$12.5K +31 +0.5%
IFG
1022
Independent Financial Group
California
$3.1M +$63.6K +158 +3%
FIA
1023
Foundations Investment Advisors
Arizona
$3.09M +$859K +2,133 +51%
WCM
1024
Wunderlich Capital Managemnt
Tennessee
$3.08M +$20.1K +50 +0.8%
GITFIT
1025
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.08M -$8.46K -21 -0.3%