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Name Holding Trade Value Shares
Change
Change in
Stake
WFG
1051
Wills Financial Group
Virginia
$4.81M +$26.2K +150 +0.6%
MWM
1052
Mission Wealth Management
California
$4.8M -$894K -5,124 -16%
PBO
1053
Peoples Bank (Ohio)
Ohio
$4.8M -$17.5K -100 -0.4%
EF
1054
Exeter Financial
Arizona
$4.79M -$8.72K -50 -0.2%
PWLP
1055
Prio Wealth Limited Partnership
Massachusetts
$4.78M +$134K +770 +3%
CS
1056
Crescent Sterling
Louisiana
$4.78M +$4.65M +26,620 New
EFI
1057
EHP Funds Inc
Canada
$4.77M -$419K -2,400 -8%
PAM
1058
Pegasus Asset Management
New York
$4.77M -$61.8K -354 -1%
MBT
1059
Montecito Bank & Trust
California
$4.76M -$67.5K -387 -1%
TYCC
1060
Texas Yale Capital Corp
Florida
$4.74M +$490K +2,810 +12%
NL
1061
NWAM LLC
Washington
$4.72M -$20.4K -117 -0.4%
SWM
1062
Spire Wealth Management
Virginia
$4.71M +$1.45M +8,290 +46%
IGWM
1063
ICA Group Wealth Management
Colorado
$4.68M -$2.04M -11,683 -31%
SWK
1064
Stephen W. Kidder
$4.67M +$35.8K +205 +0.8%
SFWA
1065
Summit Financial Wealth Advisors
Louisiana
$4.66M +$1.84M +10,536 +68%
VIA
1066
Vident Investment Advisory
Georgia
$4.66M -$2.07M -11,836 -31%
FM
1067
Foster & Motley
Ohio
$4.65M +$84.1K +482 +2%
GI
1068
GAMCO Investors
Connecticut
$4.65M -$897K -5,140 -17%
SW
1069
SlateStone Wealth
Florida
$4.63M -$2.27K -13 -0.1%
UIM
1070
USS Investment Management
United Kingdom
$4.63M -$2.93M -16,800 -39%
BCB
1071
Brian C. Broderick
$4.63M -$30K -172 -0.7%
PFA
1072
Pathway Financial Advisers
Indiana
$4.62M +$4.49M +25,717 New
AC
1073
Aldebaran Capital
Indiana
$4.61M +$4.48M +25,691 New
AB
1074
Atlas Brown
Kentucky
$4.61M -$334K -1,913 -7%
MJB
1075
Mark J. Bradley
$4.6M -$21.8K -125 -0.5%