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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Mattern Wealth Management
Kansas
$2.41M +$73K +246 +3%
CAC
1052
Core Alternative Capital
Georgia
$2.38M -$533K -1,796 -16%
RFG
1053
Range Financial Group
Oregon
$2.38M +$2.27M +7,648 +515%
WC
1054
Whitney & Co
New York
$2.38M
IP
1055
Integras Partners
Georgia
$2.38M +$2.71M +9,118 New
MCC
1056
Money Concepts Capital
Florida
$2.38M -$70.3K -237 -3%
UIC
1057
Uniplan Investment Counsel
Wisconsin
$2.37M -$127K -427 -4%
S
1058
SimplyRich
California
$2.37M
AAM
1059
Azzad Asset Management
Virginia
$2.37M +$48.7K +164 +2%
PP
1060
Patron Partners
Texas
$2.36M -$45.4K -153 -2%
DCM
1061
Delta Capital Management
New Jersey
$2.36M -$5.93K -20 -0.2%
AWP
1062
Ascent Wealth Partners
New York
$2.35M +$19K +64 +0.7%
TCWM
1063
Total Clarity Wealth Management
Illinois
$2.35M +$46.3K +156 +2%
CWP
1064
Concord Wealth Partners
Virginia
$2.35M +$142K +480 +6%
OP
1065
ORG Partners
Indiana
$2.34M +$12.2K +41 +0.5%
1WA
1066
180 Wealth Advisors
Washington
$2.34M -$26.1K -88 -1%
LS
1067
Leelyn Smith
Illinois
$2.33M +$1.19K +4 +0%
VA
1068
Valmark Advisers
Ohio
$2.33M +$128K +430 +5%
FWP
1069
FAS Wealth Partners
Kansas
$2.33M +$86.9K +293 +3%
ISWM
1070
Independent Solutions Wealth Management
New York
$2.32M +$51.6K +174 +2%
Los Angeles Capital Management
1071
Los Angeles Capital Management
California
$2.32M -$703K -2,368 -21%
SAM
1072
Shell Asset Management
Netherlands
$2.31M -$1.1M -3,701 -29%
DBIA
1073
Dumont & Blake Investment Advisors
New Jersey
$2.31M -$14.2K -48 -0.5%
TW
1074
TrinityPoint Wealth
Connecticut
$2.31M +$142K +477 +6%
LD
1075
Lipe & Dalton
New York
$2.29M -$34.1K -115 -1%