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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
951
E Fund Management
China
$4.71M +$213K +3,769 +5%
BIMC
952
Benson Investment Management Company
Virginia
$4.68M -$9.05K -160 -0.2%
PWM
953
Perigon Wealth Management
California
$4.64M -$25K -441 -0.5%
TW
954
Transform Wealth
Colorado
$4.63M -$200K -3,532 -4%
KFP
955
KMG Fiduciary Partners
Ohio
$4.62M -$1.25K -22 -0%
BE
956
Bonness Enterprises
District of Columbia
$4.61M
IAN
957
Integrated Advisors Network
Texas
$4.6M -$2.73M -48,258 -37%
WWM
958
Western Wealth Management
Colorado
$4.58M +$2.41M +42,605 +108%
ACM
959
Argyle Capital Management
Pennsylvania
$4.58M -$131K -2,310 -3%
EF
960
Empirical Finance
Pennsylvania
$4.56M +$494K +8,729 +12%
FAB
961
First American Bank
Illinois
$4.56M +$228K +4,021 +5%
AWM
962
Apollon Wealth Management
South Carolina
$4.56M -$472K -8,336 -9%
FCA
963
FinTrust Capital Advisors
South Carolina
$4.55M +$246K +4,340 +6%
THWM
964
Taylor Hoffman Wealth Management
Virginia
$4.5M +$26K +459 +0.6%
BB
965
Berkshire Bank
Massachusetts
$4.48M +$210K +3,718 +5%
NAM
966
NTV Asset Management
West Virginia
$4.47M +$17.5K +310 +0.4%
MP
967
McDonald Partners
Ohio
$4.47M +$4.54M +80,194 New
ISWM
968
Independent Solutions Wealth Management
New York
$4.46M +$341K +6,028 +8%
ZIG
969
Zurich Insurance Group
Switzerland
$4.45M
SWA
970
SFMG Wealth Advisors
Texas
$4.45M +$434K +7,670 +11%
LPIC
971
LeJeune Puetz Investment Counsel
Michigan
$4.44M +$91.9K +1,625 +2%
GWM
972
Geneos Wealth Management
Colorado
$4.41M -$272K -4,801 -6%
SHFA
973
SS&H Financial Advisors
Michigan
$4.4M +$4.46M +78,840 New
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.39M +$13.7K +242 +0.3%
LIM
975
Loudon Investment Management
New Hampshire
$4.39M -$84K -1,485 -2%