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Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1001
McGowan Group Asset Management
Texas
$571K -$10.2K -31 -2%
STA
1002
Summit Trail Advisors
New York
$569K +$67.2K +204 +15%
DIP
1003
Davis Investment Partners
North Carolina
$568K
ACI
1004
Alpha Cubed Investments
California
$567K +$63.2K +192 +14%
BFPW
1005
BOK Financial Private Wealth
Colorado
$567K -$78.7K -239 -13%
DI
1006
Diligent Investors
California
$565K -$9.88K -30 -2%
SIC
1007
Samalin Investment Counsel
New York
$563K -$18.8K -57 -4%
PWA
1008
Provenance Wealth Advisors
Florida
$563K
SMA
1009
Sage Mountain Advisors
Georgia
$560K +$56.6K +172 +13%
AAS
1010
Ameritas Advisory Services
Nebraska
$556K -$29.6K -90 -5%
PAS
1011
Professional Advisory Services
Florida
$554K
HCA
1012
Horan Capital Advisors
Ohio
$554K
MC
1013
Middleton & Co
Massachusetts
$554K
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$551K -$14.2K -43 -3%
CC
1015
Chicago Capital
Illinois
$548K
ET
1016
Equitable Trust
Tennessee
$547K -$4.94K -15 -1%
OFS
1017
OneAscent Financial Services
Alabama
$546K +$114K +347 +30%
WBG
1018
Wharton Business Group
Pennsylvania
$545K
CFGS
1019
Concourse Financial Group Securities
Alabama
$543K +$25.3K +77 +5%
LBC
1020
Lowe Brockenbrough & Co
Virginia
$543K +$99.4K +302 +25%
TSWM
1021
Triangle Securities Wealth Management
North Carolina
$543K +$16.5K +50 +3%
FAFN
1022
First Affirmative Financial Network
Colorado
$541K -$75.4K -229 -13%
DWM
1023
Drive Wealth Management
Utah
$540K -$11.9K -36 -2%
BHWM
1024
Bar Harbor Wealth Management
New Hampshire
$540K +$243K +737 +98%
WAP
1025
Wealthcare Advisory Partners
Pennsylvania
$539K +$34.2K +104 +8%