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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
851
Blue Trust Inc
Georgia
$5.4M -$363K -1,439 -7%
VWM
852
Valley Wealth Managers
New Jersey
$5.39M +$159K +630 +3%
NFSG
853
Newbridge Financial Services Group
Florida
$5.38M +$563K +2,233 +13%
SCA
854
Sage Capital Advisors
South Dakota
$5.37M +$4.81M +19,081 New
VAS
855
Valicenti Advisory Services
New York
$5.36M +$207K +823 +5%
CAM
856
Carret Asset Management
New York
$5.35M -$96.7K -384 -2%
SAM
857
Securian Asset Management
Minnesota
$5.32M -$79.1K -314 -1%
HAM
858
Harmony Asset Management
Arizona
$5.27M -$16.6K -66 -0.4%
CWM
859
C2C Wealth Management
Arizona
$5.26M +$756 +3 +0%
TCOT
860
Trust Company of Toledo
Ohio
$5.26M +$362K +1,437 +8%
SFCL
861
Strengthening Families & Communities LLC
Massachusetts
$5.24M +$97.3K +386 +2%
FA
862
Faithward Advisors
Pennsylvania
$5.24M -$1.34M -5,307 -22%
MWM
863
Moran Wealth Management
Florida
$5.24M -$262K -1,038 -5%
QCG
864
Quadrant Capital Group
Ohio
$5.23M -$197K -781 -4%
CRWM
865
Castle Rock Wealth Management
California
$5.21M +$83.1K +330 +2%
BCM
866
Birmingham Capital Management
Alabama
$5.21M – – –
CRIG
867
Charter Research & Investment Group
Connecticut
$5.2M -$31.5K -125 -0.7%
NWM
868
Northcape Wealth Management
New York
$5.19M +$20.7K +82 +0.4%
NAAA
869
New Age Alpha Advisors
New York
$5.19M -$748K -2,970 -14%
HSA
870
HBK Sorce Advisory
Pennsylvania
$5.18M +$181K +718 +3%
FMB
871
Field & Main Bank
Kentucky
$5.18M +$283K +1,124 +6%
NS
872
Night Squared
New York
$5.18M +$4.64M +18,406 New
ABC
873
Associated Banc-Corp
Wisconsin
$5.17M +$70.8K +281 +2%
PFA
874
Pathway Financial Advisers
Indiana
$5.09M +$38.3K +152 +0.8%
Kovitz Investment Group Partners
875
Kovitz Investment Group Partners
Illinois
$5.07M -$268K -1,062 -6%