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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1126
GeoWealth Management
Illinois
$1.61M +$154K +956 +11%
CSPAM
1127
Cary Street Partners Asset Management
Virginia
$1.6M +$25.9K +161 +2%
SG
1128
StoneX Group
New York
$1.6M +$231K +1,434 +17%
SP
1129
Successful Portfolios
Florida
$1.6M +$7.08K +44 +0.4%
JWM
1130
Jackson Wealth Management
Florida
$1.6M -$1.28M -7,974 -45%
RWP
1131
RWA Wealth Partners
Massachusetts
$1.59M +$735K +4,569 +87%
AC
1132
Avestar Capital
New York
$1.59M +$16.7K +104 +1%
TSW
1133
Thompson Siegel & Walmsley
Virginia
$1.59M -$20.8K -129 -1%
VHAM
1134
Van Hulzen Asset Management
California
$1.58M -$1.65M -10,254 -51%
CI
1135
CX Institutional
Indiana
$1.57M +$80.6K +501 +5%
CCA
1136
Checchi Capital Advisers
California
$1.57M -$55.7K -346 -3%
MYIA
1137
Mount Yale Investment Advisors
Colorado
$1.57M -$243K -1,509 -13%
GCA
1138
Gradient Capital Advisors
California
$1.57M +$95.2K +592 +7%
WMP
1139
Wealth Management Partners
Arizona
$1.57M +$350K +2,177 +29%
FUBT
1140
First United Bank & Trust
Maryland
$1.56M +$29K +180 +2%
AC
1141
Abbrea Capital
California
$1.56M -$245K -1,520 -14%
VA
1142
Valmark Advisers
Ohio
$1.56M +$100K +622 +7%
RSWM
1143
Robertson Stephens Wealth Management
California
$1.56M +$175K +1,085 +13%
DC
1144
DeDora Capital
California
$1.56M -$56.3K -350 -4%
CT
1145
Caldwell Trust
Florida
$1.55M +$89.1K +554 +6%
MAM
1146
Montchanin Asset Management
Delaware
$1.55M +$12.9K +80 +0.8%
OM
1147
OV Management
Minnesota
$1.55M +$14.6K +91 +1%
AWM
1148
Avondale Wealth Management
Texas
$1.55M +$430K +2,670 +39%
BFA
1149
Brown Financial Advisors
Ohio
$1.55M +$1.54M +9,565 New
HR
1150
Hardy Reed
Mississippi
$1.54M +$1.53M +9,516 New
44 45
46
47 48