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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
976
BCS Private Wealth Management
New Jersey
$4.12M -$59K -197 -1%
OC
977
Oarsman Capital
Wisconsin
$4.11M +$73.4K +245 +2%
LWM
978
Lakeridge Wealth Management
Ohio
$4.1M +$15.6K +52 +0.4%
SIA
979
Sage Investment Advisers
New York
$4.1M +$4.15M +13,846 New
MA
980
MONECO Advisors
Connecticut
$4.1M +$5.39K +18 +0.1%
4WM
981
44 Wealth Management
Oregon
$4.09M +$109K +364 +3%
IB
982
Intrust Bank
Kansas
$4.06M -$62.9K -210 -2%
ZIC
983
ZWJ Investment Counsel
Georgia
$4.04M -$562K -1,876 -12%
CBA
984
Coastal Bridge Advisors
Connecticut
$4.04M +$384K +1,283 +10%
SPW
985
Surience Private Wealth
Washington
$4.03M +$4.08M +13,612 New
CAC
986
Core Alternative Capital
Georgia
$4.03M -$51.2K -171 -1%
CTA
987
Clear Trail Advisors
Texas
$4.03M +$4.07M +13,599 New
AAB
988
ABN AMRO Bank
Netherlands
$4.02M -$1.85M -6,162 -31%
SCM
989
Sterneck Capital Management
Missouri
$4.01M -$6.89K -23 -0.2%
EM
990
Excalibur Management
Massachusetts
$4.01M -$21.9K -73 -0.5%
FWM
991
Forza Wealth Management
Florida
$4.01M +$67.1K +224 +2%
GS
992
GTS Securities
Florida
$4M +$3.02M +10,076 +295%
WPC
993
Wedmont Private Capital
Pennsylvania
$3.99M +$57.5K +192 +1%
MP
994
McDonald Partners
Ohio
$3.98M -$326K -1,089 -7%
LWCFA
995
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.98M -$7.49K -25 -0.2%
RRA
996
Round Rock Advisors
Connecticut
$3.98M -$711K -2,375 -15%
SB
997
Simmons Bank
Arkansas
$3.97M +$71.9K +240 +2%
GIA
998
Gateway Investment Advisers
Ohio
$3.97M -$6.87M -22,954 -63%
MS
999
Madden Securities
Texas
$3.97M +$3.89K +13 +0.1%
CAL
1000
Capital Analysts LLC
Pennsylvania
$3.96M -$32K -107 -0.8%