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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1026
Cobblestone Capital Advisors
New York
$1.21M -$48.1K -176 -4%
OIA
1027
OneDigital Investment Advisors
Kansas
$1.21M -$51.1K -187 -5%
CW
1028
CreativeOne Wealth
Kansas
$1.2M +$684K +2,502 +189%
DA
1029
Dillon & Associates
Michigan
$1.19M
WAP
1030
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$168K +614 +19%
NC
1031
NovaPoint Capital
Georgia
$1.19M -$313K -1,145 -23%
SMA
1032
Sage Mountain Advisors
Georgia
$1.18M +$145K +529 +16%
CT
1033
Coastline Trust
Rhode Island
$1.18M +$1.03M +3,767 New
ACIM
1034
Azimuth Capital Investment Management
Michigan
$1.16M -$621K -2,270 -38%
TC
1035
Taika Capital
Florida
$1.16M +$1.02M +3,720 New
MWM
1036
MorganRosel Wealth Management
Colorado
$1.16M -$176K -644 -15%
SI
1037
Seeds Investor
New York
$1.16M -$189K -692 -16%
ICG
1038
InterOcean Capital Group
Tennessee
$1.15M +$2.46K +9 +0.2%
MPIA
1039
Mountain Pacific Investment Advisers
Idaho
$1.15M
SAG
1040
SageView Advisory Group
California
$1.15M -$845K -3,089 -46%
EWM
1041
Evercore Wealth Management
New York
$1.14M -$6.01K -22 -0.6%
FNBTCON
1042
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M -$15K -55 -1%
AFG
1043
Allegheny Financial Group
Pennsylvania
$1.14M -$24.1K -88 -2%
SA
1044
SRN Advisors
Pennsylvania
$1.13M +$48.1K +176 +5%
HSA
1045
HBK Sorce Advisory
Pennsylvania
$1.13M -$75.7K -277 -7%
JSC
1046
Jackson Square Capital
California
$1.13M +$18.9K +69 +2%
EIG
1047
Ellenbecker Investment Group
Wisconsin
$1.11M -$67.8K -248 -7%
EWM
1048
Evermay Wealth Management
Virginia
$1.11M -$264K -964 -21%
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$1.11M -$38.3K -140 -4%
FNBT
1050
FineMark National Bank & Trust
Florida
$1.1M -$909K -3,326 -49%