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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1026
SOA Wealth Advisors
New York
$3.13M -$35.8K -100 -1%
CA
1027
Cannon Advisors
North Carolina
$3.12M -$211K -590 -6%
BFA
1028
Buttonwood Financial Advisors
Maryland
$3.12M -$89.1K -249 -3%
WWM
1029
Western Wealth Management
Colorado
$3.12M -$7.87K -22 -0.3%
PMG
1030
ProVise Management Group
Florida
$3.12M -$65.1K -182 -2%
BFA
1031
Beaumont Financial Advisors
Massachusetts
$3.11M -$14K -39 -0.5%
TAM
1032
Tealwood Asset Management
Minnesota
$3.11M +$1.79K +5 +0.1%
MHIC
1033
Marble Harbor Investment Counsel
Massachusetts
$3.09M -$5.37K -15 -0.2%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$3.09M -$118K -329 -4%
NEAM
1035
New England Asset Management
Connecticut
$3.09M
FC
1036
Farringdon Capital
United Kingdom
$3.08M +$1.49M +4,174 +101%
NI
1037
Natural Investments
California
$3.08M -$358 -1 -0%
BA
1038
Bridgewater Advisors
New York
$3.08M +$26.1K +73 +0.9%
FSA
1039
Financial Security Advisor
Virginia
$3.07M -$261K -729 -8%
FWCM
1040
Ferguson Wellman Capital Management
Oregon
$3.05M -$484K -1,353 -14%
MG
1041
Mather Group
Illinois
$3.05M +$481K +1,344 +19%
HCMG
1042
Howard Capital Management Group
California
$3.04M -$71.6K -200 -2%
BOS
1043
Bank of Stockton
California
$3.04M -$28.6K -80 -1%
ACM
1044
Accent Capital Management
Ohio
$3.03M
Kayne Anderson Rudnick Investment Management
1045
Kayne Anderson Rudnick Investment Management
California
$3.03M +$686K +1,918 +31%
CCS
1046
Concentric Capital Strategies
Connecticut
$3.02M +$2.92M +8,172 New
IWA
1047
Icon Wealth Advisors
Texas
$3.02M +$210K +586 +8%
TIM
1048
Triad Investment Management
California
$3.01M +$2.91M +8,138 New
SIAG
1049
Signet Investment Advisory Group
Rhode Island
$3.01M +$81.2K +227 +3%
EWM
1050
Elite Wealth Management
Washington
$3.01M -$67.3K -188 -2%