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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1026
Contravisory Investment Management
Massachusetts
$113K +$56.4K +300 +70%
KFI
1027
Key Financial Inc
Pennsylvania
$113K +$132K +702 New
CAN
1028
Claraphi Advisory Network
United States
$110K +$132K +703 New
AA
1029
Ancora Advisors
Ohio
$107K +$4.7K +25 +4%
IUHSA
1030
Itau Unibanco Holding S.A.
Brazil
$103K +$63.7K +339 +106%
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K +$16.7K +89 +16%
FA
1032
Forefront Analytics
Pennsylvania
$99.6K +$120K +639 New
HFM
1033
Harvest Fund Management
China
$99K +$47.4K +252 +65%
1W
1034
1776 Wealth
Georgia
$98K +$60.7K +323 +106%
MWC
1035
MBM Wealth Consultants
Missouri
$95K – – –
HIA
1036
Harbor Investment Advisory
Maryland
$95K +$24.8K +132 +28%
NICM
1037
Neo Ivy Capital Management
New York
$95K +$115K +611 New
BFC
1038
Bedel Financial Consulting
Indiana
$93K – – –
KLWA
1039
Kelly Lawrence W & Associates
California
$93K – – –
CA
1040
Clearstead Advisors
Ohio
$92K +$111K +589 New
Cohen & Steers
1041
Cohen & Steers
New York
$90K – – –
PK
1042
Pflug Koory
Nebraska
$90K – – –
SMFS
1043
Squar Milner Financial Services
California
$88K -$65.4K -348 -38%
EWM
1044
Edge Wealth Management
New York
$79K – – –
BSG
1045
Black Swift Group
Colorado
$78K – – –
CFA
1046
Carroll Financial Associates
North Carolina
$76K +$2.44K +13 +3%
OC
1047
Oakworth Capital
Alabama
$75K – – –
TSW
1048
Thompson Siegel & Walmsley
Virginia
$70K -$68.6K -365 -45%
EWM
1049
EPG Wealth Management
Georgia
$68K +$50.5K +269 +158%
CAGAS
1050
Capital Advisory Group Advisory Services
Minnesota
$63K -$276K -1,471 -79%