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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
951
Visionary Wealth Advisors
Illinois
$3.68M +$101K +1,729 +3%
CCG
952
Chatham Capital Group
Georgia
$3.68M +$71K +1,210 +2%
CEI
953
Clark Estates Inc
New York
$3.65M
BOTW
954
Bank of the West
California
$3.65M -$1.82K -31 -0%
GWM
955
Greenwich Wealth Management
Connecticut
$3.63M +$21.8K +372 +0.6%
DT
956
Diversified Trust
Tennessee
$3.63M +$172K +2,931 +5%
SAM
957
Smithbridge Asset Management
Pennsylvania
$3.63M -$1.17K -20 -0%
SIC
958
SFE Investment Counsel
California
$3.62M +$204K +3,470 +6%
OIA
959
Optimum Investment Advisors
Illinois
$3.61M -$813K -13,855 -18%
VAS
960
Vestmark Advisory Solutions
Massachusetts
$3.61M +$337K +5,750 +10%
ECM
961
EagleClaw Capital Management
Massachusetts
$3.61M -$52.8K -900 -1%
HW
962
Hancock Whitney
Mississippi
$3.6M +$14.8K +252 +0.4%
APA
963
American Portfolios Advisors
New York
$3.58M +$188K +3,206 +5%
SIP
964
Stoneridge Investment Partners
Pennsylvania
$3.58M +$960K +16,350 +35%
CAM
965
Cacti Asset Management
Georgia
$3.57M
LPIC
966
LeJeune Puetz Investment Counsel
Michigan
$3.57M -$7.34K -125 -0.2%
BCFS
967
Butensky & Cohen Financial Security
Florida
$3.56M +$60.9K +1,038 +2%
TA
968
Townsend & Associates
Colorado
$3.55M +$1.93M +32,835 +110%
JA
969
JLB & Associates
Michigan
$3.54M +$324K +5,522 +10%
CT
970
Cambridge Trust
Massachusetts
$3.54M -$243K -4,137 -6%
DWM
971
Destination Wealth Management
California
$3.53M -$44.3K -754 -1%
WAOTB
972
Wealth Advisors of Tampa Bay
Florida
$3.51M +$262K +4,463 +8%
S
973
SignatureFD
Georgia
$3.47M +$252K +4,299 +7%
FTDI
974
First Trust Direct Indexing
Massachusetts
$3.47M +$1.11M +18,924 +44%
MCM
975
Maryland Capital Management
Maryland
$3.47M -$749K -12,761 -17%