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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1026
Destination Wealth Management
California
$1.29M +$20.5K +147 +2%
BWA
1027
BDO Wealth Advisors
Florida
$1.29M +$669K +4,790 +115%
BFA
1028
Beaumont Financial Advisors
Massachusetts
$1.29M -$73.9K -529 -6%
MM
1029
Meridian Management
Arkansas
$1.29M
QCMC
1030
Quantum Capital Management (California)
California
$1.29M -$3.07K -22 -0.2%
WKWM
1031
Walter & Keenan Wealth Management
Indiana
$1.29M +$140 +1 +0%
BEC
1032
Blue Edge Capital
Virginia
$1.29M
SFS
1033
Strategic Financial Services
New York
$1.28M -$90.5K -648 -7%
OPTFSNA
1034
Old Point Trust & Financial Services N A
Virginia
$1.28M -$29.3K -210 -2%
PL
1035
Perpetual Ltd
Australia
$1.28M -$246K -1,757 -17%
PCG
1036
Private Capital Group
Connecticut
$1.27M -$30K -215 -2%
Carson Wealth (CWM LLC)
1037
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$410K +2,936 +50%
VFPI
1038
Vantage Financial Partners (Illinois)
Illinois
$1.26M
SC
1039
Savant Capital
Illinois
$1.26M -$11K -79 -0.9%
HHAA
1040
Henry H. Armstrong Associates
Pennsylvania
$1.26M
HB
1041
Homrich & Berg
Georgia
$1.26M -$30.3K -217 -2%
SFSG
1042
Stearns Financial Services Group
North Carolina
$1.26M -$71.3K -510 -6%
CLOS
1043
Compagnie Lombard Odier SCmA
Switzerland
$1.26M +$141K +1,006 +13%
IAA
1044
Independent Advisor Alliance
North Carolina
$1.25M +$170K +1,220 +16%
CAL
1045
Capital Analysts LLC
Pennsylvania
$1.23M +$28.4K +203 +2%
1832 Asset Management
1046
1832 Asset Management
Ontario, Canada
$1.23M +$302K +2,158 +34%
SS
1047
Simplicity Solutions
Minnesota
$1.23M -$553K -3,954 -32%
FWM
1048
Frontier Wealth Management
Missouri
$1.23M
ITIM
1049
Indiana Trust & Investment Management
Indiana
$1.23M -$63.4K -454 -5%
CWP
1050
Capital Wealth Planning
Florida
$1.23M +$47.5K +340 +4%