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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
926
Great Valley Advisor Group
Delaware
$1.02M -$256K -1,635 -21%
AG
927
AlphaSimPlex Group
Massachusetts
$1.01M
SSWM
928
Sheets Smith Wealth Management
North Carolina
$1.01M -$566K -3,613 -37%
ATWA
929
Arbor Trust Wealth Advisors
Michigan
$1.01M +$973K +6,208 New
AFAS
930
Acorn Financial Advisory Services
Virginia
$1.01M +$974K +6,213 New
KFP
931
KMG Fiduciary Partners
Ohio
$999K -$54.9K -350 -5%
EAM
932
Eagle Asset Management
Florida
$997K -$1.57M -10,017 -62%
BWAM
933
Boyd Watterson Asset Management
Ohio
$997K -$3.92K -25 -0.4%
RTC
934
Riverview Trust Company
Washington
$994K -$31.2K -199 -3%
JDR
935
Jay D. Rosenbaum
$985K -$20.5K -131 -2%
GBT
936
Grove Bank & Trust
Florida
$985K +$83.2K +531 +10%
OSIA
937
O'Shares Investment Advisers
Massachusetts
$984K -$123K -785 -11%
S
938
SignatureFD
Georgia
$972K +$211K +1,349 +29%
FHA
939
Flagship Harbor Advisors
Massachusetts
$966K -$102K -648 -10%
BCM
940
Brown Capital Management
Maryland
$961K +$5.17K +33 +0.6%
SM
941
Sciencast Management
New Jersey
$956K -$1.92M -12,233 -70%
SFI
942
SPC Financial Inc
Maryland
$956K +$76.8K +490 +9%
RBFC
943
Roman Butler Fullerton & Co
Missouri
$947K +$23.2K +148 +3%
1WA
944
180 Wealth Advisors
Washington
$946K -$16.1K -103 -2%
WEC
945
Winslow Evans & Crocker
Massachusetts
$944K +$427K +2,726 +89%
HFRG
946
Houlihan Financial Resource Group
Virginia
$942K +$908K +5,791 New
FIM
947
Frontier Investment Management
Texas
$927K +$894K +5,700 New
OFS
948
Orrstown Financial Services
Pennsylvania
$913K -$578K -3,686 -42%
DAM
949
Doheny Asset Management
California
$912K -$314K -2,004 -26%
GFP
950
Gryphon Financial Partners
Ohio
$911K +$251K +1,600 +40%