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Name Holding Trade Value Shares
Change
Change in
Stake
AO
926
Advisor OS
Illinois
$1.47M +$196K +298 +17%
FCAS
927
First Command Advisory Services
Texas
$1.47M +$44.8K +68 +3%
IAN
928
Integrated Advisors Network
Texas
$1.47M +$77.1K +117 +6%
TPWM
929
Twelve Points Wealth Management
Massachusetts
$1.47M -$183K -277 -12%
TFA
930
Transamerica Financial Advisors
Florida
$1.47M -$116K -176 -8%
MAM
931
Madison Asset Management
Wisconsin
$1.46M -$4.97M -7,538 -79%
SDIC
932
South Dakota Investment Council
South Dakota
$1.46M -$345K -523 -20%
BA
933
Bellwether Advisors
Nebraska
$1.46M -$683K -1,037 -34%
PWP
934
Precedent Wealth Partners
Texas
$1.45M +$76.4K +116 +6%
PWA
935
Pitcairn Wealth Advisors
Pennsylvania
$1.45M +$1.34M +2,039 New
SOAM
936
SBI Okasan Asset Management
Japan
$1.45M
SAA
937
Southeast Asset Advisors
Georgia
$1.44M
RT
938
Rockland Trust
Massachusetts
$1.44M -$235K -357 -15%
CWM
939
Centurion Wealth Management
Virginia
$1.43M -$81.7K -124 -6%
WSC
940
Wellington Shields & Co
New York
$1.43M +$344K +522 +35%
SW
941
SkyOak Wealth
Michigan
$1.43M
GIA
942
Gladstone Institutional Advisory
Florida
$1.43M +$54K +82 +4%
JIC
943
Johnson Investment Counsel
Ohio
$1.42M +$22.4K +34 +2%
VCM
944
Versant Capital Management
Arizona
$1.42M +$28.3K +43 +2%
1SB
945
1ST Source Bank
Indiana
$1.42M +$117K +178 +10%
HTC
946
Haverford Trust Company
Pennsylvania
$1.42M +$134K +204 +11%
EFMC
947
Empire Financial Management Company
New York
$1.41M -$85.7K -130 -6%
PMSA
948
Patrick M. Sweeney & Associates
Illinois
$1.41M +$659 +1 +0.1%
LCGC
949
Legacy Capital Group California
California
$1.41M -$27K -41 -2%
PPWP
950
Premier Path Wealth Partners
New Jersey
$1.41M +$76.4K +116 +6%