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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1201
Miller Investment Management
Pennsylvania
$1.17M
EFS
1202
Essex Financial Services
Connecticut
$1.16M +$23.7K +103 +2%
PFO
1203
Pathstone Family Office
New Jersey
$1.16M +$86.9K +377 +8%
FMWA
1204
Forvis Mazars Wealth Advisors
Missouri
$1.16M +$102K +443 +10%
TFS
1205
Thoroughbred Financial Services
Tennessee
$1.16M -$17.3K -75 -1%
MWM
1206
Modera Wealth Management
New Jersey
$1.16M +$765K +3,318 +191%
SCA
1207
Snowden Capital Advisors
New York
$1.16M +$512K +2,220 +79%
DC
1208
DeDora Capital
California
$1.15M -$86.7K -376 -7%
SACTSONJ
1209
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M
LG
1210
LaFleur & Godfrey
Michigan
$1.15M -$95K -412 -8%
BAM
1211
Brave Asset Management
New Jersey
$1.15M -$2.14M -9,282 -65%
EWM
1212
Empirical Wealth Management
Washington
$1.14M -$41.3K -179 -3%
CPWA
1213
Cerro Pacific Wealth Advisors
California
$1.14M +$1.14M +4,952 New
FNFDCM
1214
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.14M
MCA
1215
Mercer Capital Advisers
New Jersey
$1.13M
WAAG
1216
Wealth Alliance Advisory Group
Kansas
$1.13M +$21.7K +94 +2%
DCM
1217
Davidson Capital Management
Texas
$1.13M +$772K +3,349 +215%
GHAM
1218
Gilman Hill Asset Management
Connecticut
$1.13M +$197K +854 +21%
FFS
1219
Founders Financial Securities
Maryland
$1.12M +$1.13M +4,890 New
SWMG
1220
Signature Wealth Management Group
Georgia
$1.12M +$340K +1,475 +43%
ACM
1221
Allred Capital Management
Texas
$1.12M -$92.2K -400 -8%
LJAC
1222
L.J. Altfest & Co
New York
$1.12M +$175K +760 +18%
PAM
1223
Premier Asset Management
Illinois
$1.12M +$464K +2,012 +70%
AWM
1224
Aberdeen Wealth Management
Illinois
$1.11M +$23.3K +101 +2%
BDS
1225
Banco de Sabadell
Florida
$1.11M -$2.74M -11,903 -71%