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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1101
Everhart Financial Group
Ohio
$1.03M -$40.1K -123 -4%
PPWP
1102
Premier Path Wealth Partners
New Jersey
$1.03M -$5.22K -16 -0.5%
PA
1103
Profund Advisors
Maryland
$1.03M -$37.2K -114 -4%
KSB
1104
Kennebec Savings Bank
Maine
$1.03M +$12.1K +37 +1%
UAS
1105
United Asset Strategies
New York
$1.02M +$19.9K +61 +2%
DA
1106
Denali Advisors
California
$1.02M – – –
FI
1107
Finivi Inc
Massachusetts
$1.02M – – –
CP
1108
Canopy Partners
Ohio
$1.02M +$19.2K +59 +2%
BSA
1109
Bull Street Advisors
Georgia
$1.02M – – –
LI
1110
LRI Investments
Florida
$1.02M -$48.3K -148 -5%
CAG
1111
Csenge Advisory Group
Florida
$1.01M +$29K +89 +3%
BCA
1112
Bay Colony Advisors
Massachusetts
$1.01M -$2.94K -9 -0.3%
SB
1113
Simmons Bank
Arkansas
$1M -$31.3K -96 -3%
CFA
1114
CWS Financial Advisors
Michigan
$1M +$121K +370 +14%
WJWM
1115
Williams Jones Wealth Management
New York
$1M -$50.6K -155 -5%
SA
1116
Sovran Advisors
California
$1M +$46.3K +142 +5%
AWM
1117
Avior Wealth Management
Nebraska
$1M -$29.4K -90 -3%
CFP
1118
Cascade Financial Partners
California
$998K +$955K +2,928 New
HSA
1119
HBK Sorce Advisory
Pennsylvania
$993K +$84.2K +258 +10%
OCM
1120
One Capital Management
California
$992K – – –
AC
1121
Avestar Capital
New York
$980K -$234K -716 -20%
QI
1122
Qtron Investments
Massachusetts
$978K -$156K -479 -14%
V
1123
ViaWealth
Kansas
$978K -$7.5K -23 -0.8%
AWM
1124
Angeles Wealth Management
California
$974K +$300K +919 +48%
1SB
1125
1ST Source Bank
Indiana
$973K -$19.9K -61 -2%