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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$1.11M – – –
1IA
652
1620 Investment Advisors
Massachusetts
$1.11M – – –
ACM
653
Aubrey Capital Management
United Kingdom
$1.11M +$1.12M +7,131 New
SignatureFD
654
SignatureFD
Georgia
$1.11M +$58.4K +373 +5%
LC
655
LCNB Corp
Ohio
$1.1M -$2.35K -15 -0.2%
SAM
656
Sawgrass Asset Management
Florida
$1.1M +$1.13M +7,232 New
SIA
657
Schechter Investment Advisors
Michigan
$1.09M -$40.1K -256 -3%
Burney Company
658
Burney Company
Virginia
$1.08M +$10.6K +68 +1%
SIAP
659
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M -$72.8K -465 -6%
TD Ameritrade Investment Management
660
TD Ameritrade Investment Management
Nebraska
$1.07M +$76.7K +490 +7%
FG
661
Fiduciary Group
Georgia
$1.06M +$2.97K +19 +0.3%
Tocqueville Asset Management
662
Tocqueville Asset Management
New York
$1.06M +$1.1M +7,008 New
OF
663
Outfitter Financial
Maine
$1.06M – – –
SCI
664
S&CO Inc
Massachusetts
$1.06M +$78.3K +500 +8%
CIBC World Market
665
CIBC World Market
Ontario, Canada
$1.06M -$25.8K -165 -2%
SFI
666
SPC Financial Inc
Maryland
$1.06M +$19.9K +127 +2%
Spire Wealth Management
667
Spire Wealth Management
Virginia
$1.05M -$139K -889 -11%
RC
668
Roundview Capital
New Jersey
$1.05M – – –
PWM
669
Palumbo Wealth Management
New York
$1.05M +$28.3K +181 +3%
CBT
670
CoreFirst Bank & Trust
Kansas
$1.05M – – –
WMA
671
West Michigan Advisors
Michigan
$1.04M +$106K +675 +11%
GSWM
672
Golden State Wealth Management
California
$1.03M -$77.6K -496 -7%
SWM
673
SeaCrest Wealth Management
New York
$1.03M -$4.7K -30 -0.4%
DBRC
674
D.B. Root & Company
Pennsylvania
$1.02M +$30.5K +195 +3%
RCIM
675
Red Cedar Investment Management
Michigan
$1.02M -$411K -2,625 -28%