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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1001
West Oak Capital
California
$1.22M -$117K -3,570 -8%
AIA
1002
AIMZ Investment Advisors
California
$1.22M -$12K -365 -0.9%
BIG
1003
Brooklyn Investment Group
New York
$1.21M
APG
1004
Abacus Planning Group
South Carolina
$1.21M +$313K +9,566 +32%
RHDIC
1005
R.H. Dinel Investment Counsel
California
$1.21M -$89.3K -2,725 -7%
FCMC
1006
Founders Capital Management (Connecticut)
Connecticut
$1.2M -$482K -14,717 -27%
NLP
1007
Next Level Private
New York
$1.2M +$1.67K +51 +0.1%
KLCM
1008
KG&L Capital Management
Louisiana
$1.2M +$809K +24,688 +179%
CFG
1009
Cooper Financial Group
California
$1.2M +$81.1K +2,475 +7%
A
1010
AustralianSuper
Australia
$1.19M
GWM
1011
Geneos Wealth Management
Colorado
$1.19M +$68.2K +2,081 +6%
PBC
1012
Pavion Blue Capital
California
$1.19M +$21K +641 +2%
RWM
1013
Ritholtz Wealth Management
New York
$1.19M -$450K -13,727 -26%
ACMA
1014
Arbor Capital Management (Alaska)
Alaska
$1.18M +$5.41K +165 +0.4%
WPW
1015
Waldron Private Wealth
Pennsylvania
$1.17M -$116K -3,525 -9%
HIA
1016
Harbor Investment Advisory
Maryland
$1.17M -$5.31K -162 -0.4%
DA
1017
DCF Advisers
Connecticut
$1.16M +$614K +18,750 +100%
SWM
1018
Spire Wealth Management
Virginia
$1.16M -$448K -13,679 -27%
ATPW
1019
Ashton Thomas Private Wealth
Arizona
$1.16M -$5.96K -182 -0.5%
PWP
1020
Private Wealth Partners
California
$1.15M -$9.83K -300 -0.8%
JWCA
1021
J.W. Cole Advisors
Florida
$1.15M -$800K -24,425 -40%
ECG
1022
Edge Capital Group
Georgia
$1.15M -$517K -15,780 -30%
AFM
1023
Abbot Financial Management
Massachusetts
$1.14M -$29.2K -890 -2%
CAM
1024
Councilmark Asset Management
Tennessee
$1.14M
ST
1025
Smithfield Trust
Pennsylvania
$1.14M -$12.3K -374 -1%