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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1351
ArchPoint Investors
Florida
$3.09M – – –
GIP
1352
Granite Investment Partners
California
$3.09M – – –
SWM
1353
Sculati Wealth Management
Michigan
$3.09M +$30.5K +202 +1%
TCA
1354
Tortoise Capital Advisors
Kansas
$3.08M – – –
IAS
1355
Insigneo Advisory Services
Florida
$3.07M +$28.1K +186 +1%
SCA
1356
Sippican Capital Advisors
Massachusetts
$3.07M -$400K -2,651 -12%
CCB
1357
Cutter & Co Brokerage
Missouri
$3.06M -$129K -857 -4%
NCFG
1358
New Century Financial Group
New Jersey
$3.05M +$2.15M +14,217 +278%
DIP
1359
DT Investment Partners
Pennsylvania
$3.05M -$123K -812 -4%
MPCG
1360
Matrix Private Capital Group
New York
$3.04M -$1.36K -9 -0%
MSK
1361
Melissa S. Kampmann
$3.04M +$407K +2,700 +16%
RCAG
1362
Rehmann Capital Advisory Group
Michigan
$3.04M +$212K +1,405 +8%
WG
1363
Wealth Group
North Carolina
$3.03M +$2.9M +19,227 New
HAIM
1364
Hunter Associates Investment Management
Pennsylvania
$3.03M -$37.3K -247 -1%
GWM
1365
GSB Wealth Management
Connecticut
$3.02M -$1.66K -11 -0.1%
MWM
1366
Modern Wealth Management
Kansas
$3.01M +$2.48M +16,463 +623%
AT
1367
Arden Trust
Delaware
$3.01M -$173K -1,148 -6%
AL
1368
Aspiriant LLC
California
$3.01M -$49.3K -327 -2%
KFBMI
1369
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3M – – –
AC
1370
AlphaCore Capital
California
$3M -$128K -850 -4%
1WA
1371
180 Wealth Advisors
Washington
$3M -$121K -801 -4%
SWA
1372
SFMG Wealth Advisors
Texas
$3M -$57K -378 -2%
VRM
1373
Vectors Research Management
New York
$2.99M -$9.27M -61,443 -76%
CWP
1374
CFM Wealth Partners
Texas
$2.99M +$128K +849 +5%
LA
1375
Legacy Advisors
Pennsylvania
$2.99M -$572K -3,790 -17%