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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2101
Ayrshire Capital Management
Connecticut
$8.31M -$128K -589 -1%
MGWM
2102
Marks Group Wealth Management
Minnesota
$8.29M +$41.4K +191 +0.4%
JHCP
2103
Jackson Hole Capital Partners
Oklahoma
$8.29M +$575K +2,651 +6%
FWM
2104
Finer Wealth Management
Massachusetts
$8.28M -$168K -774 -2%
SLWA
2105
San Luis Wealth Advisors
California
$8.28M -$3.23M -14,905 -26%
TGAM
2106
TBH Global Asset Management
Tennessee
$8.25M +$655K +3,019 +7%
MAWA
2107
Moss Adams Wealth Advisors
Washington
$8.24M +$915K +4,216 +11%
FBC
2108
Fairfield, Bush & Co
Connecticut
$8.24M -$294K -1,354 -3%
LA
2109
LVW Advisors
New York
$8.23M +$280K +1,292 +3%
ITIM
2110
Indiana Trust & Investment Management
Indiana
$8.23M +$83.5K +385 +0.9%
SIM
2111
Spark Investment Management
New York
$8.22M
UH
2112
Unigestion Holding
Switzerland
$8.21M +$4.74M +21,852 +102%
FFA
2113
Founders Financial Alliance
North Carolina
$8.2M +$898K +4,136 +11%
SHFA
2114
SS&H Financial Advisors
Michigan
$8.19M -$61.8K -285 -0.7%
BWA
2115
Blodgett Wealth Advisors
California
$8.17M +$2.68M +12,366 +40%
SP
2116
Stablepoint Partners
Massachusetts
$8.17M -$702K -3,233 -7%
CPC
2117
Consolidated Planning Corp
Georgia
$8.16M +$209K +964 +2%
OAG
2118
Orbis Allan Gray
Bermuda
$8.15M +$26.3K +121 +0.3%
BIMC
2119
Benson Investment Management Company
Virginia
$8.15M -$223K -1,029 -2%
AO
2120
Advisor OS
Illinois
$8.14M -$235K -1,084 -2%
IP
2121
Ignite Planners
California
$8.14M +$2.45M +11,270 +36%
RCI
2122
RS Crum Inc
California
$8.12M +$190K +875 +2%
TWA
2123
TCI Wealth Advisors
Arizona
$8.11M -$532K -2,451 -5%
CBB
2124
Citizens Business Bank
California
$8.09M +$1.79M +8,252 +24%
SIA
2125
Strategic Investment Advisors
Michigan
$8.08M -$169K -780 -2%