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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1051
Mutual Advisors
Nebraska
$2.82M +$193K +602 +8%
PMG
1052
ProVise Management Group
Florida
$2.81M – – –
BFA
1053
Beaumont Financial Advisors
Massachusetts
$2.8M -$15K -47 -0.6%
RDWM
1054
Red Door Wealth Management
Tennessee
$2.78M -$264K -823 -9%
IWA
1055
Icon Wealth Advisors
Texas
$2.78M +$557K +1,741 +27%
LGF
1056
LGT Group Foundation
Liechtenstein
$2.77M -$185K -577 -7%
CWS
1057
Confluence Wealth Services
Pennsylvania
$2.77M +$152K +476 +6%
BONH
1058
Bank of New Hampshire
New Hampshire
$2.77M +$34.3K +107 +1%
MG
1059
Mather Group
Illinois
$2.76M +$47.7K +149 +2%
HCMG
1060
Howard Capital Management Group
California
$2.75M – – –
ASA
1061
Axxion S.A.
Luxembourg
$2.74M +$2.59M +8,100 New
BFA
1062
Buttonwood Financial Advisors
Maryland
$2.73M -$5.76K -18 -0.2%
DRS
1063
Deane Retirement Strategies
Louisiana
$2.73M +$2.59M +8,075 New
Vanguard National Trust
1064
Vanguard National Trust
Pennsylvania
$2.71M -$361K -1,129 -12%
VWM
1065
Vivid Wealth Management
Iowa
$2.7M +$29.5K +92 +1%
FAMI
1066
Fideuram Asset Management (Ireland)
$2.7M +$2.28M +7,112 +666%
TRCT
1067
Tower Research Capital (TRC)
New York
$2.69M +$129K +404 +5%
WIC
1068
Wilkins Investment Counsel
Massachusetts
$2.69M -$16K -50 -0.6%
FCM
1069
Fire Capital Management
California
$2.68M -$191K -595 -7%
TFP
1070
Tilia Fiduciary Partners
North Carolina
$2.68M +$118K +370 +5%
O
1071
Ossiam
France
$2.68M +$290K +907 +13%
MNBTD
1072
Moody National Bank Trust Division
Texas
$2.67M +$96.7K +302 +4%
GWP
1073
Gen-Wealth Partners
Michigan
$2.67M +$223K +695 +10%
WAS
1074
Wealth Advisory Solutions
Indiana
$2.66M +$1.53M +4,792 +157%
2
1075
2Xideas
Switzerland
$2.65M -$928K -2,897 -27%