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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1201
Parcion Private Wealth
Washington
$2.1M – – –
CAM
1202
Cidel Asset Management
Ontario, Canada
$2.1M -$88.5K -362 -4%
FSA
1203
Fort Sheridan Advisors
Illinois
$2.1M -$12K -49 -0.6%
KIG
1204
Kessler Investment Group
Indiana
$2.09M -$47.5K -194 -2%
AA
1205
Advisory Alpha
Michigan
$2.08M +$249K +1,019 +14%
FNBOO
1206
First National Bank of Omaha
Nebraska
$2.08M -$50.1K -205 -2%
ATC
1207
Adirondack Trust Company
New York
$2.08M -$2.45K -10 -0.1%
RWB
1208
RMR Wealth Builders
New Jersey
$2.08M +$64.3K +263 +3%
AWE
1209
Avidian Wealth Enterprises
Texas
$2.08M +$133K +544 +7%
OBWG
1210
Onyx Bridge Wealth Group
New York
$2.06M -$46K -188 -2%
SDAM
1211
Shulman DeMeo Asset Management
New York
$2.06M -$2.69K -11 -0.1%
WDA
1212
Wendell David Associates
New Hampshire
$2.05M +$12.2K +50 +0.6%
FFM
1213
Forum Financial Management
Illinois
$2.05M -$9.54K -39 -0.5%
SAM
1214
Steinberg Asset Management
New York
$2.05M -$3.42K -14 -0.2%
IWA
1215
Integrity Wealth Advisors
California
$2.04M -$28.4K -116 -1%
FG
1216
Fiduciary Group
Georgia
$2.04M -$5.38K -22 -0.3%
IAMOG
1217
Investors Asset Management of Georgia
Georgia
$2.04M -$29.1K -119 -1%
FFA
1218
Founders Financial Alliance
North Carolina
$2.03M +$51.4K +210 +3%
PA
1219
PFG Advisors
Arizona
$2.03M -$11.5K -47 -0.6%
LJAC
1220
L.J. Altfest & Co
New York
$2.03M -$58.2K -238 -3%
DIP
1221
DT Investment Partners
Pennsylvania
$2.03M -$179K -730 -8%
WC
1222
Wynn Capital
Georgia
$2.03M +$25.7K +105 +1%
EWA
1223
Exencial Wealth Advisors
Oklahoma
$2.02M -$35K -143 -2%
RSC
1224
Red Spruce Capital
Pennsylvania
$2.02M +$19.3K +79 +1%
DSC
1225
Duncker Streett & Co
Missouri
$2.02M +$4.89K +20 +0.2%