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Name Holding Trade Value Shares
Change
Change in
Stake
DG
1001
Delek Group
Israel
$1.4M -$85.2K -446 -6%
W
1002
Wealthquest
Ohio
$1.4M -$18K -94 -1%
PA
1003
Parallel Advisors
California
$1.39M -$97.8K -512 -7%
PIMG
1004
Patriot Investment Management Group
Tennessee
$1.39M +$1.4M +7,318 New
AWM
1005
Avior Wealth Management
Nebraska
$1.39M +$2.67K +14 +0.2%
SIAG
1006
Signet Investment Advisory Group
Rhode Island
$1.39M +$10.5K +55 +0.8%
SS
1007
Sunbelt Securities
Texas
$1.38M +$451K +2,361 +48%
PAS
1008
Park Avenue Securities
New York
$1.38M +$1.38M +7,205 New
BAS
1009
Brown Advisory Securities
Maryland
$1.38M -$311K -1,628 -18%
LA
1010
Legacy Advisors
Pennsylvania
$1.37M +$580K +3,035 +72%
CIC
1011
Crawford Investment Counsel
Georgia
$1.37M
CG
1012
Caprock Group
Idaho
$1.37M +$164K +860 +14%
CPC
1013
Congress Park Capital
New York
$1.37M
AIM
1014
Aspen Investment Management
Michigan
$1.36M
HA
1015
Hamel Associates
New Jersey
$1.36M +$563K +2,950 +70%
SBSB
1016
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.36M +$2.1K +11 +0.2%
LSA
1017
L & S Advisors
California
$1.36M -$3.9M -20,430 -74%
CAM
1018
Claret Asset Management
Quebec, Canada
$1.35M -$48.3K -253 -3%
VWM
1019
Venturi Wealth Management
Texas
$1.35M -$73.7K -386 -5%
CIA
1020
Cascade Investment Advisors
Oregon
$1.35M +$14.3K +75 +1%
SP
1021
Symmetry Partners
Connecticut
$1.34M +$383K +2,008 +40%
JCM
1022
Jacobi Capital Management
Pennsylvania
$1.34M -$460K -2,410 -25%
RWA
1023
Ropes Wealth Advisors
Massachusetts
$1.33M
TBA
1024
Tower Bridge Advisors
Pennsylvania
$1.33M -$102K -533 -7%
FBT
1025
First Bankers Trust
Kentucky
$1.33M -$1.03M -5,408 -44%