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Name Holding Trade Value Shares
Change
Change in
Stake
DWG
1026
Darden Wealth Group
Michigan
$1.4M -$106K -475 -7%
AIM
1027
Acropolis Investment Management
Missouri
$1.4M -$42.3K -190 -3%
NW
1028
NewEdge Wealth
Pennsylvania
$1.39M +$371K +1,668 +35%
LAIC
1029
Lederer & Associates Investment Counsel
California
$1.39M -$40.7K -183 -3%
CAM
1030
Chesapeake Asset Management
New York
$1.36M +$879K +3,949 +174%
MIA
1031
MeadowBrook Investment Advisors
Michigan
$1.36M -$3.34K -15 -0.2%
EFG
1032
Everhart Financial Group
Ohio
$1.35M +$224K +1,005 +19%
AMIM
1033
Aull & Monroe Investment Management
Alabama
$1.35M +$3.56K +16 +0.3%
FCBT
1034
First Citizens Bank & Trust
North Carolina
$1.34M -$46.1K -207 -3%
FFBTD
1035
First Financial Bank - Trust Division
Ohio
$1.34M +$2.23K +10 +0.2%
FRA
1036
Frank Rimerman Advisors
California
$1.33M +$44.7K +201 +3%
WCM
1037
Washburn Capital Management
Florida
$1.33M -$96.8K -435 -7%
HP
1038
Havemeyer Place
Connecticut
$1.33M +$1.36M +6,132 New
EWM
1039
EPG Wealth Management
Georgia
$1.32M +$222 +1 +0%
ETC
1040
Exchange Traded Concepts
Oklahoma
$1.31M +$456K +2,051 +51%
AWAP
1041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.31M – – –
FCA
1042
Fortis Capital Advisors
Kansas
$1.31M +$279K +1,256 +26%
WF
1043
Wayfinding Financial
Washington
$1.31M -$58.5K -263 -4%
VWM
1044
Vertrix Wealth Management
Michigan
$1.31M +$1.33K +6 +0.1%
SMCM
1045
Sky-Mountain Capital Management
Idaho
$1.3M – – –
DA
1046
DCF Advisers
Connecticut
$1.3M +$1.33M +6,000 New
EAN
1047
Excelsior Advisor Network
Colorado
$1.3M +$886K +3,982 +199%
OFG
1048
Oxford Financial Group
Indiana
$1.29M -$1.78K -8 -0.1%
VHAM
1049
Van Hulzen Asset Management
California
$1.29M -$6.01K -27 -0.5%
CAG
1050
Crestwood Advisors Group
Massachusetts
$1.28M +$165K +741 +14%