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Name Holding Trade Value Shares
Change
Change in
Stake
THWM
1601
Taylor Hoffman Wealth Management
Virginia
$1.09M +$243K +2,000 +28%
PWAG
1602
Polaris Wealth Advisory Group
California
$1.08M -$21.2M -174,240 -95%
AIM
1603
Artemis Investment Management
United Kingdom
$1.08M -$2.13M -17,507 -66%
CI
1604
CX Institutional
Indiana
$1.08M +$1.1M +9,081 New
FANJ
1605
Financial Architects (New Jersey)
New Jersey
$1.08M -$125K -1,030 -10%
NIA
1606
Northstar Investment Advisors
Colorado
$1.08M +$1.11M +9,142 New
AAP
1607
Aristotle Atlantic Partners
Florida
$1.07M +$120K +984 +12%
GRQ
1608
Gardner Russo & Quinn
Pennsylvania
$1.07M -$26.7K -220 -2%
LSPW
1609
Lake Street Private Wealth
Illinois
$1.07M +$3.89K +32 +0.4%
CA
1610
Claro Advisors
Massachusetts
$1.07M +$11.9K +98 +1%
PCG
1611
Private Capital Group
Connecticut
$1.07M +$83.9K +691 +8%
SI
1612
SCP Investment
California
$1.07M +$121K +1,000 +13%
ECM
1613
Exchange Capital Management
Michigan
$1.07M -$66.9K -551 -6%
SSA
1614
South Street Advisors
New York
$1.06M
PCM
1615
Prelude Capital Management
New York
$1.06M +$476K +3,916 +77%
BP
1616
BBR Partners
New York
$1.06M
DW
1617
Domani Wealth
Pennsylvania
$1.06M +$1.46K +12 +0.1%
PV
1618
Private Vista
Illinois
$1.06M +$9.35K +77 +0.9%
AA
1619
Apriem Advisors
California
$1.06M -$30.2K -249 -3%
GIM
1620
Greylin Investment Management
Virginia
$1.06M -$9.11K -75 -0.8%
REMPR
1621
Roof Eidam Maycock Peralta (REMP)
California
$1.06M -$9.11K -75 -0.8%
DI
1622
DAGCO Inc
Ohio
$1.06M -$8.74K -72 -0.8%
SWA
1623
Stratos Wealth Advisors
Ohio
$1.05M -$225K -1,851 -17%
Koshinski Asset Management
1624
Koshinski Asset Management
Illinois
$1.05M +$104K +860 +11%
PAS
1625
Partnervest Advisory Services
California
$1.05M +$73.4K +604 +7%