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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1101
Adell Harriman & Carpenter
Texas
$593K +$209K +1,361 +73%
LJAC
1102
L.J. Altfest & Co
New York
$591K -$224K -1,455 -31%
CBN
1103
Cadence Bank NA
Texas
$590K +$8.76K +57 +2%
MFG
1104
Merit Financial Group
Georgia
$588K +$3.84K +25 +0.8%
AIIMS
1105
Analyst IMS Investment Management Services
Israel
$581K -$665K -4,325 -58%
MGIA
1106
Moneta Group Investment Advisors
Missouri
$581K +$54.4K +354 +13%
PD
1107
Planning Directions
Pennsylvania
$579K +$486K +3,161 New
CWA
1108
Clarus Wealth Advisors
Arizona
$578K +$171K +1,115 +53%
BMCM
1109
Bryn Mawr Capital Management
Pennsylvania
$577K -$7.69K -50 -2%
KIG
1110
Kessler Investment Group
Indiana
$574K -$1.62M -10,515 -77%
Jones Financial Companies
1111
Jones Financial Companies
Missouri
$574K -$48.9K -318 -9%
VIM
1112
Vista Investment Management
Pennsylvania
$573K +$4.76K +31 +1%
WWM
1113
Windsor Wealth Management
Indiana
$572K +$15.2K +99 +3%
CRWM
1114
Castle Rock Wealth Management
California
$572K +$533K +3,465 New
FNBOO
1115
First National Bank of Omaha
Nebraska
$571K +$461 +3 +0.1%
LWPC
1116
Legacy Wealth Partners (California)
California
$570K -$28.6K -186 -6%
SCP
1117
Sandhill Capital Partners
New York
$569K +$52.9K +344 +12%
MMC
1118
Mizuho Markets Cayman
Cayman Islands
$568K -$233K -1,515 -33%
PAM
1119
Peak Asset Management
Colorado
$567K +$476K +3,095 New
BCM
1120
Boltwood Capital Management
California
$566K +$8.45K +55 +2%
EH
1121
Employers Holdings
Nevada
$565K -$146K -950 -24%
EHWM
1122
Eads & Heald Wealth Management
Georgia
$563K -$417K -2,716 -47%
IFG
1123
Investors Financial Group
Minnesota
$561K +$114K +739 +32%
GDP
1124
Great Diamond Partners
Maine
$560K +$470K +3,060 New
PP
1125
Patten & Patten
Tennessee
$559K +$23.1K +150 +5%