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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1101
Capital Advisory Group Advisory Services
Minnesota
$2.22M +$174K +780 +8%
BIG
1102
Boothe Investment Group
Delaware
$2.22M -$132K -592 -6%
DSCM
1103
Del-Sette Capital Management
New York
$2.2M -$69K -310 -3%
SAG
1104
SageView Advisory Group
California
$2.2M +$710K +3,189 +47%
SW
1105
Simplicity Wealth
New Jersey
$2.2M +$113K +507 +5%
PH
1106
Pinnacle Holdings
Oklahoma
$2.2M -$140K -627 -6%
HAM
1107
Hedges Asset Management
Nevada
$2.2M
WAM
1108
Westport Asset Management
Connecticut
$2.2M
CWA
1109
Centennial Wealth Advisory
Michigan
$2.2M +$12.2K +55 +0.6%
SAM
1110
Smartleaf Asset Management
Massachusetts
$2.19M +$393K +1,765 +22%
FCCM
1111
First City Capital Management
Georgia
$2.19M
JWA
1112
JFS Wealth Advisors
Pennsylvania
$2.19M +$27.2K +122 +1%
RBC
1113
Roble Belko & Company
Pennsylvania
$2.19M +$5.57K +25 +0.3%
BA
1114
Bridgewater Advisors
New York
$2.19M +$2.24M +10,041 New
JSW
1115
Journey Strategic Wealth
New Jersey
$2.17M +$661K +2,967 +43%
KCFA
1116
Key Client Fiduciary Advisors
New Jersey
$2.17M +$1.56K +7 +0.1%
PL
1117
Parthenon LLC
Kentucky
$2.16M
DCM
1118
Dudley Capital Management
Virginia
$2.16M -$2.67K -12 -0.1%
KFP
1119
Keystone Financial Planning
Ohio
$2.16M -$29.4K -132 -1%
MFG
1120
MidWestOne Financial Group
Iowa
$2.15M
GLA
1121
Good Life Advisors
Pennsylvania
$2.15M -$2.32M -10,419 -52%
CT
1122
Clearstead Trust
Maine
$2.15M -$2K -9 -0.1%
PG
1123
Patten Group
Tennessee
$2.15M -$15.1K -68 -0.7%
CT
1124
Chicago Trust
Illinois
$2.14M -$325K -1,461 -13%
NG
1125
Norden Group
Utah
$2.13M +$23.8K +107 +1%