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Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
651
Caliber Wealth Management (Kansas)
Kansas
$4.16M +$90.7K +278 +2%
SSWM
652
Smith Salley Wealth Management
North Carolina
$4.15M +$725K +2,222 +22%
CBT
653
Central Bank & Trust
Kentucky
$4.14M -$64.3K -197 -2%
DCM
654
Delta Capital Management
New Jersey
$4.14M +$209K +640 +6%
EH
655
Equitable Holdings
New York
$4.14M -$4.79M -14,700 -55%
MC
656
Moors & Cabot
Massachusetts
$4.13M -$263K -807 -6%
PWS
657
Peterson Wealth Services
Utah
$4.12M +$135K +413 +4%
MCM
658
Marathon Capital Management
Maryland
$4.1M -$114K -350 -3%
MGIA
659
Moneta Group Investment Advisors
Missouri
$4.09M -$3.59K -11 -0.1%
LIM
660
Letson Investment Management
Georgia
$4.07M +$11.7K +36 +0.3%
CG
661
Caprock Group
Idaho
$4.06M -$399K -1,223 -9%
PG
662
Patten Group
Tennessee
$4.02M +$12.7K +39 +0.3%
GI
663
GAMMA Investing
California
$3.97M +$252K +773 +7%
OWM
664
Orca Wealth Management
Florida
$3.96M -$15K -46 -0.4%
PMWMG
665
Parr McKnight Wealth Management Group
Minnesota
$3.94M +$61.6K +189 +2%
FNBOO
666
First National Bank of Omaha
Nebraska
$3.94M -$1.24M -3,794 -25%
DRS
667
Deane Retirement Strategies
Louisiana
$3.93M +$3.76M +11,516 New
GVAG
668
Great Valley Advisor Group
Delaware
$3.92M +$61.3K +188 +2%
MAS
669
Meeder Advisory Services
Ohio
$3.91M -$57.1K -175 -2%
SWP
670
Sagespring Wealth Partners
Tennessee
$3.89M -$130K -400 -3%
AW
671
Apricus Wealth
South Carolina
$3.84M +$103K +315 +3%
LCM
672
Logan Capital Management
Pennsylvania
$3.82M +$3.66M +11,224 New
Two Sigma Investments
673
Two Sigma Investments
New York
$3.82M -$21.5M -65,850 -85%
AUB
674
Atlantic Union Bankshares
Virginia
$3.78M -$77.6K -238 -2%
AWM
675
AE Wealth Management
Kansas
$3.77M +$1.13M +3,454 +45%