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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
576
Capital Wealth Planning
Florida
$1.4M +$100K +152 +9%
BFS
577
Bradley Foster & Sargent
Connecticut
$1.4M +$264K +400 +28%
LA
578
LVW Advisors
New York
$1.38M -$68.7K -104 -5%
LAI
579
Legal Advantage Investments
California
$1.38M -$8.58K -13 -0.7%
MLA
580
My Legacy Advisors
Oregon
$1.38M +$58.1K +88 +5%
ATC
581
Argent Trust Co
Tennessee
$1.38M – – –
CGL
582
Clarius Group LLC
Washington
$1.38M +$127K +193 +12%
IFG
583
Independent Financial Group
California
$1.38M +$203K +308 +20%
LFAS
584
Level Four Advisory Services
Texas
$1.37M -$93.8K -142 -7%
Vontobel Holding
585
Vontobel Holding
Switzerland
$1.37M -$1.89M -2,863 -61%
EFS
586
Essex Financial Services
Connecticut
$1.36M +$414K +627 +54%
SWS
587
SYSTM Wealth Solutions
Illinois
$1.35M -$184K -278 -13%
ATPW
588
Ashton Thomas Private Wealth
Arizona
$1.35M -$9.9K -15 -0.8%
MCM
589
Mitchell Capital Management
Kansas
$1.35M +$48.2K +73 +4%
RFM
590
Royal Fund Management
Florida
$1.33M +$1.16M +1,759 New
VFA
591
Valeo Financial Advisors
Indiana
$1.33M +$110K +167 +11%
STA
592
Summit Trail Advisors
New York
$1.32M +$75.9K +115 +7%
HIMC
593
Heritage Investors Management Corp
Maryland
$1.31M +$1.15M +1,737 New
PIM
594
Penobscot Investment Management
Massachusetts
$1.31M +$390K +590 +51%
FSA
595
Fort Sheridan Advisors
Illinois
$1.31M -$11.2K -17 -1%
MGWM
596
Marks Group Wealth Management
Minnesota
$1.31M +$99K +150 +9%
OHIS
597
Oak Harvest Investment Services
Texas
$1.29M +$351K +531 +45%
BSAM
598
Blue Square Asset Management
New York
$1.29M +$199K +301 +21%
P
599
Pitcairn
Pennsylvania
$1.29M +$493K +747 +78%
GXJ
600
Global X Japan
Japan
$1.28M +$1.12M +1,697 New