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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1401
Journey Advisory Group
Kentucky
$1.38M -$31.7K -325 -2%
AFS
1402
Aft Forsyth & Sober
Florida
$1.38M +$1.28M +13,150 New
SignatureFD
1403
SignatureFD
Georgia
$1.37M +$450K +4,611 +54%
IIC
1404
Ironwood Investment Counsel
Arizona
$1.37M -$139K -1,425 -10%
NIM
1405
Nexus Investment Management
Ontario, Canada
$1.37M – – –
BRWM
1406
B. Riley Wealth Management
Tennessee
$1.37M – – –
Csenge Advisory Group
1407
Csenge Advisory Group
Florida
$1.36M +$30.4K +311 +2%
CWA
1408
Clearview Wealth Advisors
Oregon
$1.36M +$55.5K +568 +5%
ATWA
1409
Arbor Trust Wealth Advisors
Michigan
$1.36M +$18.6K +190 +1%
B
1410
Bellecapital
Switzerland
$1.36M +$201K +2,058 +19%
CAC
1411
Certified Advisory Corp
Florida
$1.36M +$1.26M +12,950 New
PWMG
1412
Prestige Wealth Management Group
New Jersey
$1.35M +$1.17M +12,006 +1,298%
Orion Portfolio Solutions
1413
Orion Portfolio Solutions
Nebraska
$1.35M -$20.5K -210 -2%
SW
1414
SlateStone Wealth
Florida
$1.35M -$73.2K -750 -6%
PWA
1415
Providence Wealth Advisors
Illinois
$1.34M +$73.7K +755 +6%
CA
1416
Capital Advantage
California
$1.34M +$98 +1 +0%
WMP
1417
Wealth Management Partners
Arizona
$1.34M -$22.9K -235 -2%
CA
1418
Calton & Associates
Florida
$1.34M +$50.1K +513 +4%
SWM
1419
Segment Wealth Management
Texas
$1.33M -$282K -2,890 -18%
Weiss Multi-Strategy Advisers
1420
Weiss Multi-Strategy Advisers
New York
$1.33M +$1.24M +12,727 New
APWA
1421
Atlas Private Wealth Advisors
New Jersey
$1.33M +$95.4K +977 +8%
4WM
1422
44 Wealth Management
Oregon
$1.32M -$98.2K -1,006 -7%
HIM
1423
Harbour Investment Management
Washington
$1.32M +$68.4K +700 +6%
Pendal Group
1424
Pendal Group
Australia
$1.32M +$1.23M +12,600 New
PCWA
1425
Pacific Capital Wealth Advisors
California
$1.31M +$15K +154 +1%