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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1351
WMS Partners
Maryland
$9.13M +$720K +5,960 +10%
RIA
1352
RPG Investment Advisory
California
$9.13M -$437K -3,620 -5%
KF
1353
Krilogy Financial
Missouri
$9.05M -$7M -57,920 -47%
NF
1354
Nikulski Financial
Iowa
$9.05M +$133K +1,100 +2%
SGCA
1355
Steel Grove Capital Advisors
Tennessee
$9.03M +$101K +840 +1%
Koshinski Asset Management
1356
Koshinski Asset Management
Illinois
$9.02M +$737K +6,100 +10%
HVIA
1357
Hudson Valley Investment Advisors
New York
$9.01M +$33.8K +280 +0.4%
TA
1358
Tiedemann Advisors
New York
$9.01M -$1.01M -8,360 -11%
LSV Asset Management
1359
LSV Asset Management
Illinois
$8.99M -$652K -5,400 -8%
BIMC
1360
Benson Investment Management Company
Virginia
$8.94M -$4.83K -40 -0.1%
PFO
1361
Pathstone Family Office
New Jersey
$8.88M -$258K -2,140 -3%
PCMK
1362
Paragon Capital Management (Kansas)
Kansas
$8.87M +$72.5K +600 +0.9%
MDSL
1363
M.D. Sass LLC
New York
$8.86M -$6.5M -53,780 -46%
SBSB
1364
Sullivan, Bruyette, Speros & Blaney
Virginia
$8.86M +$693K +5,740 +10%
M
1365
MOTCO
Texas
$8.85M -$727K -6,020 -9%
SCG
1366
Sonata Capital Group
Washington
$8.83M -$737K -6,100 -9%
SNT
1367
Security National Trust
West Virginia
$8.76M -$50.7K -420 -0.7%
MCG
1368
McCollum Christoferson Group
New York
$8.75M -$940K -7,780 -11%
AWA
1369
Arete Wealth Advisors
Illinois
$8.74M +$454K +3,760 +6%
EWM
1370
Evermay Wealth Management
Virginia
$8.74M -$84.5K -700 -1%
RFWA
1371
RPg Family Wealth Advisory
Massachusetts
$8.73M -$21.7K -180 -0.3%
CHC
1372
City Holding Co
West Virginia
$8.73M +$891K +7,380 +13%
IPGDR
1373
Investidor Profissional Gestao de Recursos
Brazil
$8.72M +$4.91M +40,640 +180%
MWM
1374
Merriman Wealth Management
Washington
$8.71M -$580K -4,800 -7%
TWM
1375
TLW Wealth Management
Florida
$8.71M +$29K +240 +0.4%