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Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
851
Old Point Trust & Financial Services N A
Virginia
$3.14M -$40.9K -115 -1%
NL
852
NWAM LLC
Washington
$3.12M +$769K +2,160 +33%
MWM
853
Mission Wealth Management
California
$3.12M -$1.15M -3,230 -27%
TPCW
854
TD Private Client Wealth
New York
$3.11M +$934K +2,624 +43%
AIA
855
AssuredPartners Investment Advisors
Florida
$3.09M +$3.03M +8,503 New
SI
856
Shaker Investments
Ohio
$3.09M +$2.14M +6,004 +227%
AA
857
Apriem Advisors
California
$3.08M -$7.12K -20 -0.2%
CPA
858
Capital Planning Advisors
California
$3.07M +$230K +647 +8%
RC
859
Roundview Capital
New Jersey
$3.07M +$286K +804 +10%
SF
860
Summit Financial
New Jersey
$3.07M -$26K -73 -0.8%
PA
861
PFG Advisors
Arizona
$3.05M +$309K +868 +11%
SWM
862
Spire Wealth Management
Virginia
$3.04M -$123K -345 -4%
EA
863
Ellsworth Advisors
Ohio
$3.03M +$243K +682 +9%
RWM
864
Ritholtz Wealth Management
New York
$3.03M +$333K +937 +12%
FMB
865
Field & Main Bank
Kentucky
$3.01M -$63K -177 -2%
BGC
866
Beutel, Goodman & Co
Ontario, Canada
$3M -$214K -600 -7%
DWM
867
Dakota Wealth Management
Florida
$3M -$94.7K -266 -3%
HCCM
868
Hudson Canyon Capital Management
New York
$3M -$15.3K -43 -0.5%
AWA
869
Arkadios Wealth Advisors
Georgia
$3M +$127K +357 +4%
JCM
870
Jacobi Capital Management
Pennsylvania
$3M -$16.4K -46 -0.5%
NWM
871
Northwest Wealth Management
Iowa
$2.99M -$47.7K -134 -2%
KRS
872
Kentucky Retirement Systems
Kentucky
$2.98M +$5.19M +14,570 +59%
IWM
873
IHT Wealth Management
Illinois
$2.97M -$223K -626 -7%
AWA
874
Aaron Wealth Advisors
Illinois
$2.97M -$110K -310 -4%
FG
875
Fiduciary Group
Georgia
$2.95M -$8.9K -25 -0.3%