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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1001
Sage Capital Advisors
South Dakota
$3.82M +$35.9K +708 +1%
WWM
1002
Willingdon Wealth Management
North Carolina
$3.81M +$32.6K +643 +0.9%
PRS
1003
Pinkerton Retirement Specialists
Idaho
$3.8M +$262K +5,160 +8%
PJSIMP
1004
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.8M +$9.03K +178 +0.3%
JWM
1005
Jackson Wealth Management
Florida
$3.79M +$2.79M +55,097 +354%
B
1006
Bailard
California
$3.78M -$180K -3,557 -5%
CWS
1007
Cypress Wealth Services
California
$3.78M +$12.6K +249 +0.4%
PG
1008
Patten Group
Tennessee
$3.78M +$13.6K +268 +0.4%
KFA
1009
Kays Financial Advisory
Georgia
$3.77M +$199K +3,922 +6%
WPC
1010
Waters Parkerson & Co
Louisiana
$3.76M -$27.9K -550 -0.8%
ECM
1011
Elgethun Capital Management
South Dakota
$3.75M +$50.4K +993 +1%
WT
1012
Washington Trust
Rhode Island
$3.75M -$237K -4,665 -6%
MIH
1013
Meitav Investment House
Israel
$3.74M -$1.19M -23,501 -25%
AAMA
1014
Advanced Asset Management Advisors
Ohio
$3.71M -$73.4K -1,448 -2%
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$3.69M +$641K +12,640 +23%
LWM
1016
Lyell Wealth Management
California
$3.66M +$533K +10,502 +18%
MM
1017
Midas Management
New York
$3.66M
AWM
1018
Altium Wealth Management
New York
$3.66M +$78.2K +1,541 +2%
CNAM
1019
Campbell Newman Asset Management
Wisconsin
$3.65M
RIA
1020
Regal Investment Advisors
Michigan
$3.65M -$8.27K -163 -0.2%
MMA
1021
Miracle Mile Advisors
California
$3.65M +$257K +5,070 +8%
HB
1022
Homrich & Berg
Georgia
$3.63M +$465K +9,167 +16%
KFGK
1023
Keystone Financial Group (Kentucky)
Kentucky
$3.63M +$575K +11,332 +20%
OLA
1024
Oliver Luxxe Assets
New Jersey
$3.6M -$233K -4,591 -6%
AMG
1025
Advisors Management Group
Wisconsin
$3.6M +$4.87K +96 +0.1%