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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1001
Indiana Trust & Investment Management
Indiana
$1.42M +$389K +1,205 +36%
CFFP
1002
Center for Financial Planning
Michigan
$1.42M +$17.1K +53 +1%
PA
1003
Procyon Advisors
Connecticut
$1.42M -$78.5K -243 -5%
GFS
1004
GYL Financial Synergies
Connecticut
$1.4M -$57.8K -179 -4%
FFS
1005
Founders Financial Securities
Maryland
$1.4M +$2.26K +7 +0.2%
NFA
1006
Northern Financial Advisors
Michigan
$1.4M -$3.23K -10 -0.2%
SW
1007
SlateStone Wealth
Florida
$1.4M -$807K -2,499 -36%
PWA
1008
Provenance Wealth Advisors
Florida
$1.39M -$29.1K -90 -2%
BP
1009
Ballentine Partners
Massachusetts
$1.38M +$153K +474 +12%
FWIA
1010
Fort Washington Investment Advisors
Ohio
$1.38M -$2.58K -8 -0.2%
RB
1011
Renasant Bank
Mississippi
$1.38M +$89.8K +278 +7%
DBIA
1012
Dumont & Blake Investment Advisors
New Jersey
$1.38M +$710K +2,199 +100%
GVAG
1013
Great Valley Advisor Group
Delaware
$1.37M +$474K +1,467 +50%
STA
1014
Summit Trail Advisors
New York
$1.37M -$564K -1,748 -29%
BWM
1015
Biltmore Wealth Management
Arizona
$1.37M -$1.94K -6 -0.1%
SFI
1016
Siemens Fonds Invest
Germany
$1.36M -$2.06M -6,386 -59%
IFS
1017
Ifrah Financial Services
Arkansas
$1.36M -$160K -496 -10%
RAM
1018
Ramirez Asset Management
New York
$1.36M
Twin Tree Management
1019
Twin Tree Management
Texas
$1.36M -$24.8M -76,880 -95%
PF
1020
Phoenix Financial
Israel
$1.36M +$842K +2,609 +151%
CI
1021
Conning Inc
Connecticut
$1.36M -$2.24M -6,926 -62%
AC
1022
AlphaCore Capital
California
$1.34M -$1.29K -4 -0.1%
FA
1023
Faithward Advisors
Pennsylvania
$1.33M +$66.8K +207 +5%
PWMAG
1024
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33M -$4.84K -15 -0.4%
OAM
1025
Ostrum Asset Management
France
$1.33M -$107K -330 -7%