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Name Holding Trade Value Shares
Change
Change in
Stake
EM
1751
Excalibur Management
Massachusetts
$1.71M +$744K +2,145 +60%
I
1752
INVST
Indiana
$1.7M +$84.6K +244 +4%
WEG
1753
World Equity Group
Illinois
$1.7M +$1.97M +5,689 New
HWA
1754
HHM Wealth Advisors
Tennessee
$1.7M +$577K +1,663 +41%
LCP
1755
Legacy Capital Partners
Wisconsin
$1.7M
RPCONE
1756
Retirement Planning Company of New England
Rhode Island
$1.69M +$152K +438 +8%
AO
1757
Advisor OS
Illinois
$1.69M -$437K -1,261 -18%
ACM
1758
Allred Capital Management
Texas
$1.68M -$167K -481 -8%
FAM
1759
Formidable Asset Management
Ohio
$1.68M -$18.7K -54 -1%
RFG
1760
Range Financial Group
Oregon
$1.68M +$46.1K +133 +2%
AIM
1761
Acropolis Investment Management
Missouri
$1.68M -$52K -150 -3%
SSG
1762
Summit Securities Group
New York
$1.68M +$1.94M +5,600 New
BFA
1763
Benedict Financial Advisors
Georgia
$1.67M +$15.3K +44 +0.8%
NL
1764
NWAM LLC
Washington
$1.67M -$171K -493 -8%
CBA
1765
Coastal Bridge Advisors
Connecticut
$1.67M +$53.4K +154 +3%
CT
1766
Columbia Trust
Oregon
$1.67M +$435K +1,253 +30%
SHGA
1767
Sand Hill Global Advisors
California
$1.67M -$23.9K -69 -1%
CCA
1768
Cadent Capital Advisors
Oklahoma
$1.66M +$1.51M +4,360 +363%
BAS
1769
Brown Advisory Securities
Maryland
$1.66M -$347 -1 -0%
AW
1770
Alaethes Wealth
Nevada
$1.66M -$694 -2 -0%
PWPS
1771
Pinnacle Wealth Planning Services
Ohio
$1.65M -$398K -1,147 -17%
BEAM
1772
Baker Ellis Asset Management
Washington
$1.65M
CIA
1773
Caerus Investment Advisors
Texas
$1.65M +$453K +1,307 +31%
CWP
1774
Concord Wealth Partners
Virginia
$1.65M +$89.8K +259 +5%
SC
1775
Searle & Co
Connecticut
$1.65M