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Name Holding Trade Value Shares
Change
Change in
Stake
VAM
801
Verity Asset Management
North Carolina
$1.95M +$2.16M +16,433 New
SC
802
Savant Capital
Illinois
$1.95M -$27K -206 -1%
AWM
803
Ameliora Wealth Management
Switzerland
$1.95M +$804K +6,128 +59%
FTDI
804
First Trust Direct Indexing
Massachusetts
$1.95M +$76.1K +580 +4%
ACA
805
Atlas Capital Advisors
Wyoming
$1.94M +$329K +2,505 +18%
HVIA
806
Hudson Valley Investment Advisors
New York
$1.94M +$481K +3,664 +29%
GJIC
807
Gamble Jones Investment Counsel
California
$1.93M
OHWP
808
Oak Harbor Wealth Partners
North Carolina
$1.93M +$7.22K +55 +0.3%
ZCM
809
Ziegler Capital Management
Illinois
$1.92M +$21.1K +161 +1%
MHS
810
M Holdings Securities
Oregon
$1.92M +$20.3K +155 +1%
CAM
811
Claret Asset Management
Quebec, Canada
$1.91M -$2.1K -16 -0.1%
NWM
812
Northcape Wealth Management
New York
$1.91M +$569K +4,336 +37%
CT
813
Caldwell Trust
Florida
$1.91M -$80.4K -613 -4%
OPTFSNA
814
Old Point Trust & Financial Services N A
Virginia
$1.9M -$57.6K -439 -3%
GSC
815
G&S Capital
Colorado
$1.9M +$678K +5,170 +48%
SB
816
Simmons Bank
Arkansas
$1.9M +$197K +1,503 +10%
ACM
817
AlphaStar Capital Management
North Carolina
$1.89M +$130K +988 +7%
PCIA
818
Prime Capital Investment Advisors
Kansas
$1.89M +$345K +2,631 +20%
WPC
819
White Pine Capital
Minnesota
$1.88M +$135K +1,025 +7%
LS
820
Leelyn Smith
Illinois
$1.88M -$2.02M -15,422 -49%
GCM
821
Graham Capital Management
Connecticut
$1.87M +$1.07M +8,154 +107%
NWM
822
NEIRG Wealth Management
Massachusetts
$1.87M -$36.4K -277 -2%
PAMG
823
Patton Albertson Miller Group
Tennessee
$1.86M +$88.8K +677 +5%
LWA
824
Lineweaver Wealth Advisors
Ohio
$1.86M +$1.85M +14,081 +922%
IWC
825
Integrated Wealth Concepts
Massachusetts
$1.85M +$36.5K +278 +2%