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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
926
Blue Trust Inc
Georgia
$3.14M -$182K -451 -6%
IFWM
927
Institute for Wealth Management
Colorado
$3.12M +$18.6K +46 +0.6%
SWM
928
Spire Wealth Management
Virginia
$3.12M -$472K -1,170 -14%
SIAP
929
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.12M +$74.6K +185 +3%
HP
930
Hilltop Partners
Indiana
$3.12M -$4.03K -10 -0.1%
AG
931
Ascent Group
Virginia
$3.09M +$45.6K +113 +2%
VWM
932
Vivid Wealth Management
Iowa
$3.06M -$211K -522 -7%
SIC
933
Samalin Investment Counsel
New York
$3.06M +$6.86K +17 +0.2%
CAAS
934
Capital Asset Advisory Services
Michigan
$3.05M +$201K +499 +7%
CAG
935
Csenge Advisory Group
Florida
$3.05M +$84.7K +210 +3%
MPWS
936
McCarter Private Wealth Services
Massachusetts
$3.03M -$127K -316 -4%
SMC
937
Smith, Moore & Co
Missouri
$3.03M -$96K -238 -3%
HIP
938
HUB Investment Partners
Texas
$3.02M +$1.31M +3,260 +85%
TFP
939
Tilia Fiduciary Partners
North Carolina
$3.02M +$104K +258 +4%
SAA
940
Southeast Asset Advisors
Georgia
$3.01M – – –
CNBT
941
Canandaigua National Bank & Trust
New York
$3.01M +$2.85M +7,057 New
CC
942
Cypress Capital
Tennessee
$3M -$91.5K -227 -3%
IFG
943
Independent Financial Group
California
$2.99M +$582K +1,443 +26%
FG
944
Foster Group
Iowa
$2.99M +$33.5K +83 +1%
IIM
945
Intact Investment Management
Quebec, Canada
$2.98M -$3.31M -8,200 -54%
DAS
946
DMKC Advisory Services
Iowa
$2.98M – – –
MWM
947
M3 Wealth Management
Ohio
$2.97M +$81.1K +201 +3%
MA
948
Montag & Associates
Georgia
$2.97M +$116K +287 +4%
FM
949
Foster & Motley
Ohio
$2.97M +$909K +2,254 +48%
WSFS
950
Wilmington Savings Fund Society
Delaware
$2.94M +$34.7K +86 +1%