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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
701
Visionary Wealth Advisors
Illinois
$4.15M +$160K +671 +4%
PH
702
Pinnacle Holdings
Oklahoma
$4.15M +$1.22M +5,106 +44%
MAA
703
Matrix Asset Advisors
New York
$4.14M +$3.97M +16,633 New
CS
704
Comerica Securities
Michigan
$4.07M -$210K -880 -5%
WAM
705
World Asset Management
Michigan
$4.05M -$256K -1,073 -6%
HWM
706
Holloway Wealth Management
Florida
$4.04M
AIA
707
Affinity Investment Advisors
California
$4.04M -$43.4K -182 -1%
SBIA
708
Sheaff Brock Investment Advisors
Indiana
$4.03M -$4.06M -17,002 -51%
KFP
709
KMG Fiduciary Partners
Ohio
$4M +$283K +1,187 +8%
JWM
710
Jackson Wealth Management
Florida
$3.97M +$12.2K +51 +0.3%
TBA
711
Tower Bridge Advisors
Pennsylvania
$3.95M +$71.6K +300 +2%
HPWM
712
High Pines Wealth Management
Massachusetts
$3.95M +$1.75M +7,351 +86%
SSWM
713
Smith Salley Wealth Management
North Carolina
$3.95M +$61.1K +256 +2%
PWS
714
Peloton Wealth Strategists
Indiana
$3.93M +$1.45M +6,070 +62%
ATC
715
Argent Trust Co
Tennessee
$3.92M +$1.06M +4,451 +39%
WPW
716
Waldron Private Wealth
Pennsylvania
$3.92M -$10K -42 -0.3%
MMG
717
Monetary Management Group
Missouri
$3.92M +$23.9K +100 +0.6%
Bank Julius Baer & Co
718
Bank Julius Baer & Co
Switzerland
$3.92M -$447K -1,875 -11%
SLWS
719
Swaine & Leidel Wealth Services
Florida
$3.91M +$769K +3,224 +26%
ACA
720
Aptus Capital Advisors
Alabama
$3.89M +$5.96K +25 +0.2%
RIM
721
Redwood Investment Management
Arizona
$3.89M +$2.96M +12,385 +369%
FHC
722
First Horizon Corporation
Tennessee
$3.86M +$57.7K +242 +2%
DCM
723
Dupont Capital Management
Delaware
$3.85M -$1.04M -4,356 -22%
SIMM
724
Stillwater Investment Management (Minnesota)
Minnesota
$3.83M +$14.6K +61 +0.4%
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$3.82M -$446K -1,871 -11%