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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
651
Wellington Shields & Co
New York
$4.9M -$72.2K -396 -2%
VWM
652
Valley Wealth Managers
New Jersey
$4.84M -$538K -2,951 -10%
WANY
653
Wealthspire Advisors (New York)
New York
$4.83M +$40.3K +221 +0.9%
BL
654
BCWM LLC
Kansas
$4.83M -$2.09M -11,481 -31%
ZCM
655
Ziegler Capital Management
Illinois
$4.83M +$883K +4,839 +24%
SHFA
656
SS&H Financial Advisors
Michigan
$4.81M -$220K -1,205 -5%
BC
657
Burney Company
Virginia
$4.79M -$93K -510 -2%
FNT
658
First Nebraska Trust
Nebraska
$4.79M -$79.2K -434 -2%
NL
659
NWAM LLC
Washington
$4.78M +$2.87M +15,716 +126%
SAM
660
Stansberry Asset Management
Texas
$4.76M +$13.5K +74 +0.3%
CTC
661
Central Trust Company
Missouri
$4.75M -$122K -669 -3%
CAM
662
Claret Asset Management
Quebec, Canada
$4.75M -$44.7K -245 -1%
KWM
663
Kingsview Wealth Management
Oregon
$4.74M +$385K +2,111 +9%
SYBT
664
Stock Yards Bank & Trust
Kentucky
$4.73M +$148K +810 +3%
RIM
665
Rakuten Investment Management
Japan
$4.7M +$4.07M +22,333 +990%
KCPG
666
Kavar Capital Partners Group
Kansas
$4.68M -$4.2M -23,033 -48%
WIS
667
Wright Investors Service
Connecticut
$4.67M +$27.9K +153 +0.6%
FTDI
668
First Trust Direct Indexing
Massachusetts
$4.66M +$456K +2,499 +11%
SWM
669
SeaCrest Wealth Management
New York
$4.64M -$1.44M -7,892 -25%
WCM
670
Windward Capital Management
California
$4.63M -$53.3K -292 -1%
DAS
671
Diversify Advisory Services
Utah
$4.63M +$4.45M +24,377 New
HDIM
672
Hanson & Doremus Investment Management
Vermont
$4.62M +$58.2K +319 +1%
HIC
673
Holderness Investments Company
North Carolina
$4.58M +$44.1K +242 +1%
MYIA
674
Mount Yale Investment Advisors
Colorado
$4.57M -$50.2K -275 -1%
SWM
675
Silverlake Wealth Management
Vermont
$4.56M -$42.5K -233 -1%