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Name Holding Trade Value Shares
Change
Change in
Stake
TW
901
Transform Wealth
Colorado
$4.61M +$155K +3,527 +4%
WIC
902
Whitegate Investment Counselors
New Hampshire
$4.61M +$31.5K +718 +0.7%
BIM
903
Bridges Investment Management
Nebraska
$4.6M -$434K -9,898 -9%
RMC
904
Resources Management Corp
Connecticut
$4.53M +$71.4K +1,629 +2%
GL
905
Graypoint LLC
New York
$4.53M +$283K +6,449 +7%
NSEDCP
906
NJ State Employees Deferred Compensation Plan
New Jersey
$4.52M
MFG
907
Monte Financial Group
Connecticut
$4.52M +$279K +6,360 +7%
EWA
908
Exencial Wealth Advisors
Oklahoma
$4.51M +$2.76M +62,909 +186%
SFG
909
SevenBridge Financial Group
Pennsylvania
$4.5M -$62.9K -1,434 -1%
MCM
910
Mattern Capital Management
Colorado
$4.49M +$80.2K +1,828 +2%
IAA
911
Independent Advisor Alliance
North Carolina
$4.49M +$414K +9,444 +11%
TCOT
912
Trust Company of Toledo
Ohio
$4.49M +$214K +4,891 +5%
AF
913
Alerus Financial
North Dakota
$4.47M +$857K +19,552 +26%
CA
914
Cetera Advisors
Colorado
$4.43M -$14.3K -327 -0.3%
LFAS
915
Level Four Advisory Services
Texas
$4.42M -$2.54K -58 -0.1%
LCP
916
Legacy Capital Partners
Wisconsin
$4.42M +$74.9K +1,709 +2%
NERM
917
New England Research & Management
Illinois
$4.41M -$237K -5,400 -5%
Lido Advisors
918
Lido Advisors
California
$4.39M +$4.47K +102 +0.1%
CHC
919
City Holding Co
West Virginia
$4.38M -$22.7K -518 -0.5%
EWM
920
Edge Wealth Management
New York
$4.38M -$1.77M -40,255 -30%
CIP
921
Convergence Investment Partners
Florida
$4.37M -$442K -10,068 -10%
BII
922
Bainco International Investors
Massachusetts
$4.37M -$74.5K -1,700 -2%
CG
923
Caprock Group
Idaho
$4.36M +$408K +9,300 +11%
PSC
924
Prentiss Smith & Co
Vermont
$4.36M +$11.4K +261 +0.3%
SWM
925
SeaCrest Wealth Management
New York
$4.34M +$63.4K +1,446 +2%