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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1051
Naviter Wealth
Arkansas
$1.94M +$372K +2,313 +24%
MWA
1052
Moser Wealth Advisors
Washington
$1.93M +$45K +280 +2%
WANY
1053
Wealthspire Advisors (New York)
New York
$1.92M +$145K +901 +8%
MWM
1054
Moran Wealth Management
Florida
$1.91M +$289K +1,799 +18%
TDC
1055
Thompson Davis & Co
Virginia
$1.91M -$255K -1,585 -12%
AFG
1056
Atomi Financial Group
New York
$1.9M -$223K -1,385 -11%
CBTWT
1057
Community Bank & Trust (Waco, Texas)
Texas
$1.9M +$37K +230 +2%
RBC
1058
Romano Brothers & Co
Illinois
$1.9M +$29.8K +185 +2%
GSIAS
1059
Garden State Investment Advisory Services
New Jersey
$1.89M +$9.01K +56 +0.5%
WIA
1060
World Investment Advisors
California
$1.88M +$1.69M +10,499 +961%
PFGIA
1061
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$608K +3,781 +49%
P
1062
Pitcairn
Pennsylvania
$1.87M +$109K +675 +6%
9WM
1063
9258 Wealth Management
Ohio
$1.86M +$79.5K +494 +4%
RMAM
1064
Raab & Moskowitz Asset Management
New Jersey
$1.86M -$306K -1,899 -14%
FNBT
1065
FineMark National Bank & Trust
Florida
$1.86M +$9.81K +61 +0.5%
IIM
1066
InTrack Investment Management
Vermont
$1.85M +$702K +4,363 +62%
RS
1067
Robeco Schweiz
Switzerland
$1.85M -$1.22M -7,600 -40%
EFG
1068
Everhart Financial Group
Ohio
$1.85M +$164K +1,020 +10%
MIM
1069
Moseley Investment Management
Florida
$1.84M -$3.38K -21 -0.2%
HSA
1070
HBK Sorce Advisory
Pennsylvania
$1.83M +$11.4K +71 +0.6%
GSEP
1071
Golden State Equity Partners
California
$1.82M +$1.81M +11,241 New
APP
1072
Avantax Planning Partners
Iowa
$1.82M -$89.3K -555 -5%
AA
1073
Ancora Advisors
Ohio
$1.82M +$457K +2,842 +34%
CGL
1074
Clarius Group LLC
Washington
$1.82M +$36.8K +229 +2%
VCM
1075
Virtue Capital Management
Tennessee
$1.82M -$608K -3,782 -24%