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Name Holding Trade Value Shares
Change
Change in
Stake
SC
976
SouthState Corp
Florida
$35K – – –
SWM
977
Sugarloaf Wealth Management
Georgia
$35K – – –
LFA
978
Level Financial Advisors
New York
$35K +$30K +918 New
FNBOSM
979
First National Bank of South Miami
Florida
$34K – – –
WAS
980
Winch Advisory Services
Wisconsin
$34K +$196 +6 +0.7%
First Manhattan
981
First Manhattan
New York
$33K – – –
EARNEST Partners
982
EARNEST Partners
Georgia
$32K – – –
OIA
983
Optimum Investment Advisors
Illinois
$32K – – –
1IA
984
1834 Investment Advisors
Wisconsin
$31K – – –
JWM
985
Janiczek Wealth Management
Colorado
$31K – – –
CAL
986
Capital Analysts LLC
Pennsylvania
$31K +$33 +1 +0.1%
SWA
987
Sutton Wealth Advisors
Florida
$30.4K – – –
AIA
988
Arcadia Investment Advisors
Idaho
$30.1K – – –
SIC
989
Salem Investment Counselors
North Carolina
$30K -$6.74K -206 -21%
DWMG
990
DB Wealth Management Group
California
$30K – – –
FMII
991
Farmers & Merchants Investments Inc
Nebraska
$30K – – –
TFO
992
Tarbox Family Office
California
$30K – – –
DI
993
Disciplined Investments
Oklahoma
$30K +$13.1K +400 +100%
AWA
994
Amplius Wealth Advisors
Pennsylvania
$30K +$26.1K +797 New
AAP
995
Arax Advisory Partners
Colorado
$29K +$65 +2 +0.3%
ED
996
Exane Derivatives
France
$28.7K +$2.32K +71 +10%
RWA
997
RGT Wealth Advisors
Texas
$28K +$24.2K +739 New
SCA
998
Snowden Capital Advisors
New York
$28K +$24.3K +743 New
CHA
999
Carmichael Hill & Associates
Maryland
$27K +$164 +5 +0.7%
IFAM
1000
Institutional & Family Asset Management
Colorado
$27K +$164 +5 +0.7%