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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1301
GM Advisory Group
New York
$3.29M +$241K +1,598 +8%
SIC
1302
Shoker Investment Counsel
Ohio
$3.28M -$41.8K -277 -1%
MG
1303
Mather Group
Illinois
$3.28M -$558K -3,701 -14%
LWM
1304
Liberty Wealth Management
California
$3.27M -$130K -862 -4%
MC
1305
Middleton & Co
Massachusetts
$3.27M – – –
FCIM
1306
Fairview Capital Investment Management
California
$3.26M +$9.05K +60 +0.3%
LWA
1307
Lineweaver Wealth Advisors
Ohio
$3.25M +$169K +1,122 +6%
CSC
1308
Caldwell Sutter Capital
California
$3.25M +$21.3K +141 +0.7%
MSFS
1309
Main Street Financial Solutions
Pennsylvania
$3.24M +$591K +3,918 +24%
PP
1310
Paloma Partners
Connecticut
$3.23M +$3.02M +20,023 +4,163%
CAM
1311
Cidel Asset Management
Ontario, Canada
$3.23M +$145K +962 +5%
SPIS
1312
Steward Partners Investment Solutions
Oregon
$3.23M +$1.93M +12,764 +165%
TA
1313
TFG Advisers
Michigan
$3.23M +$39.4K +261 +1%
FAP
1314
Financial Advisory Partners
Florida
$3.23M -$453K -3,001 -13%
CT
1315
Coastline Trust
Rhode Island
$3.22M -$1.67M -11,034 -35%
MYIA
1316
Mount Yale Investment Advisors
Colorado
$3.22M +$1.46M +9,655 +90%
EAM
1317
Erste Asset Management
Austria
$3.22M -$617K -4,092 -17%
TC
1318
Trilogy Capital
California
$3.22M +$301K +1,992 +11%
GCM
1319
Gables Capital Management
Florida
$3.21M +$64.1K +425 +2%
Acadian Asset Management
1320
Acadian Asset Management
Massachusetts
$3.2M -$13.9M -91,867 -82%
MCWS
1321
McKinley Carter Wealth Services
West Virginia
$3.2M -$14.6K -97 -0.5%
TI
1322
TTP Investments
California
$3.2M -$72.3K -479 -2%
TPI
1323
Trust Point Inc
Wisconsin
$3.19M +$28.2K +187 +0.9%
DPIM
1324
Duff & Phelps Investment Management
Illinois
$3.19M +$89.6K +594 +3%
KLWA
1325
Kelly Lawrence W & Associates
California
$3.19M – – –