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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1051
Exencial Wealth Advisors
Oklahoma
$3.41M +$139K +3,044 +4%
BL
1052
BFSG LLC
California
$3.4M +$64.2K +1,410 +2%
GWMIA
1053
Global Wealth Management Investment Advisory
Florida
$3.4M -$559K -12,281 -15%
BFIM
1054
Beese Fulmer Investment Management
Ohio
$3.4M +$39.1K +859 +1%
PTC
1055
Private Trust Company
Ohio
$3.39M +$26.4K +580 +0.8%
JWCA
1056
J.W. Coons Advisors
Ohio
$3.39M +$286K +6,279 +10%
DDC
1057
DF Dent & Co
Maryland
$3.39M -$3.73K -82 -0.1%
EOJOAM
1058
E. Ohman J:or Asset Management
Sweden
$3.38M
CDH
1059
Charles D. Hyman
$3.38M
BIM
1060
Bridges Investment Management
Nebraska
$3.38M -$117K -2,575 -4%
AWM
1061
Axxcess Wealth Management
California
$3.37M +$1.19M +26,173 +59%
4WM
1062
44 Wealth Management
Oregon
$3.37M +$299K +6,580 +10%
SHFA
1063
SS&H Financial Advisors
Michigan
$3.37M -$182K -4,000 -5%
VWMG
1064
Virginia Wealth Management Group
Virginia
$3.36M -$66.4K -1,458 -2%
WWM
1065
Western Wealth Management
Colorado
$3.36M -$2.07M -45,548 -39%
SAM
1066
Sompo Asset Management
Japan
$3.35M +$51.4K +1,130 +2%
AAS
1067
Ameritas Advisory Services
Nebraska
$3.35M +$208K +4,573 +7%
CYG
1068
Clean Yield Group
Vermont
$3.35M -$4.69K -103 -0.1%
TYCC
1069
Texas Yale Capital Corp
Florida
$3.34M +$223K +4,909 +8%
ACM
1070
Alta Capital Management
Utah
$3.33M +$112K +2,454 +4%
ETC
1071
Exchange Traded Concepts
Oklahoma
$3.32M +$2.68M +58,905 +546%
CC
1072
Cypress Capital
Tennessee
$3.31M +$11.2K +245 +0.4%
APP
1073
Avantax Planning Partners
Iowa
$3.31M -$6.46K -142 -0.2%
JFG
1074
Jefferies Financial Group
New York
$3.31M +$3.16M +69,458 New
RWA
1075
Ropes Wealth Advisors
Massachusetts
$3.31M +$125K +2,744 +4%