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Name Holding Trade Value Shares
Change
Change in
Stake
SPW
751
Surience Private Wealth
Washington
$4.33M -$427K -1,563 -10%
CIA
752
Capital Investment Advisors
Georgia
$4.33M +$43.7K +160 +1%
CI Investments Inc
753
CI Investments Inc
Ontario, Canada
$4.31M -$186K -682 -5%
LRIC
754
Long Road Investment Counsel
Michigan
$4.31M
BWM
755
BNC Wealth Management
Oregon
$4.25M +$252K +923 +7%
WWM
756
Western Wealth Management
Colorado
$4.24M +$14.8K +54 +0.4%
SAG
757
SageView Advisory Group
California
$4.19M -$126K -461 -3%
BFS
758
Bard Financial Services
Connecticut
$4.16M -$62.9K -230 -2%
PT
759
Plimoth Trust
Massachusetts
$4.15M -$5.47K -20 -0.1%
IWM
760
IHT Wealth Management
Illinois
$4.14M -$14.8K -54 -0.4%
FLI
761
Family Legacy Inc
South Carolina
$4.14M -$10.9K -40 -0.3%
SWP
762
Sagespring Wealth Partners
Tennessee
$4.14M +$186K +680 +5%
LW
763
Linscomb Wealth
Texas
$4.13M -$116K -425 -3%
OCM
764
Oribel Capital Management
New York
$4.12M +$3.74M +13,700 New
PFGIA
765
Patriot Financial Group Insurance Agency
Massachusetts
$4.11M +$1.82M +6,665 +95%
O
766
Ossiam
France
$4.1M -$1.49M -5,452 -29%
SA
767
Strategic Advocates
Utah
$4.09M +$169K +617 +5%
MWM
768
Mission Wealth Management
California
$4.09M -$360K -1,316 -9%
WIA
769
World Investment Advisors
California
$4.08M +$304K +1,113 +9%
HTC
770
Haverford Trust Company
Pennsylvania
$4.04M +$100K +367 +3%
AWA
771
Aaron Wealth Advisors
Illinois
$4.02M +$1.77M +6,493 +94%
MGWM
772
Marks Group Wealth Management
Minnesota
$4.02M +$333K +1,219 +10%
CA
773
CoreCap Advisors
Michigan
$4.01M +$1.35M +4,931 +59%
FDP
774
Financiere des Professionnels
Quebec, Canada
$3.99M
OFS
775
Orrstown Financial Services
Pennsylvania
$3.98M +$188K +688 +5%