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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1601
Quadcap Wealth Management
Texas
$1.03M -$447K -1,774 -29%
UCB
1602
United Community Bank
South Carolina
$1.02M +$137K +545 +14%
RBFC
1603
Roman Butler Fullerton & Co
Missouri
$1.02M +$142K +564 +16%
BIG
1604
Brookwood Investment Group
Arizona
$1.02M +$313K +1,243 +40%
WFAG
1605
Worth Financial Advisory Group
North Carolina
$1.02M -$8.07K -32 -0.7%
CFD
1606
Creative Financial Designs
Indiana
$1.02M +$535K +2,122 +97%
PMA
1607
Prudent Man Advisors
Illinois
$1.02M -$139K -550 -11%
LOIM
1608
Liberty One Investment Management
Illinois
$1.02M +$272K +1,078 +34%
BAM
1609
Byrne Asset Management
New Jersey
$1.02M -$1.09M -4,330 Closed
JFA
1610
JNBA Financial Advisors
Minnesota
$1.02M -$4.04K -16 -0.4%
IIM
1611
Ipswich Investment Management
Massachusetts
$1.02M +$28.5K +113 +3%
TCWA
1612
Turtle Creek Wealth Advisors
Texas
$1.01M +$262K +1,037 +32%
IQI
1613
Integrated Quantitative Investments
Washington
$1.01M +$1.76K +7 +0.2%
LAM
1614
LOM Asset Management
$1.01M -$492K -1,951 -31%
MMPW
1615
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$164K +650 +20%
WF
1616
WinCap Financial
Massachusetts
$1M +$72.6K +288 +7%
DA
1617
Doliver Advisors
Texas
$997K +$5.55K +22 +0.5%
MDA
1618
Minot DeBlois Advisors
Massachusetts
$997K +$65.6K +260 +7%
SSWM
1619
Strait & Sound Wealth Management
California
$996K +$12.4K +49 +1%
VA
1620
Valmark Advisers
Ohio
$995K +$99.1K +393 +10%
RMP
1621
Richards, Merrill & Peterson
Washington
$994K +$6.56K +26 +0.6%
OWA
1622
Octavia Wealth Advisors
Ohio
$993K +$9.58K +38 +0.9%
SFG
1623
Shum Financial Group
California
$993K +$1.06M +4,188 New
AWA
1624
Arete Wealth Advisors
Illinois
$990K -$1.07M -4,227 -50%
NDSI
1625
Newman Dignan & Sheerar Inc
Rhode Island
$988K -$7.31K -29 -0.7%