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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1026
Wealth Enhancement Advisory Services
Minnesota
$1.38M -$795K -23,325 -30%
KOC
1027
Koss-Olinger Consulting
Florida
$1.38M +$701K +20,556 +62%
CFG
1028
Citizens Financial Group
Rhode Island
$1.37M -$517K -15,174 -22%
MIG
1029
McGuire Investment Group
Rhode Island
$1.37M -$57.4K -1,684 -3%
IA
1030
IFG Advisory
Georgia
$1.37M +$144K +4,210 +9%
VIA
1031
Vickerman Investment Advisors
Washington
$1.37M -$20.9K -612 -1%
MFG
1032
MidWestOne Financial Group
Iowa
$1.37M +$10.6K +310 +0.6%
JBA
1033
Johnson Bixby & Associates
Washington
$1.37M +$45.4K +1,332 +3%
AAM
1034
Azzad Asset Management
Virginia
$1.37M +$14K +411 +1%
S
1035
Seeyond
France
$1.36M -$76.7K -2,250 -4%
AWE
1036
Avidian Wealth Enterprises
Texas
$1.35M -$90.1K -2,643 -5%
SIMM
1037
Stillwater Investment Management (Minnesota)
Minnesota
$1.35M -$125K -3,676 -7%
FWM
1038
Focused Wealth Management
New York
$1.35M +$34.7K +1,018 +2%
MPWT
1039
MassMutual Private Wealth & Trust
Connecticut
$1.35M +$167K +4,890 +10%
FAM
1040
Formidable Asset Management
Ohio
$1.35M -$137K -4,004 -8%
CAM
1041
Cypress Asset Management
Texas
$1.34M -$42.1K -1,235 -2%
DCM
1042
Delta Capital Management
New Jersey
$1.33M
CIA
1043
Cohen Investment Advisors
New Hampshire
$1.33M +$336K +9,865 +24%
PAG
1044
Private Advisory Group
Washington
$1.33M -$834K -24,450 -32%
AIM
1045
Athena Investment Management
California
$1.33M -$8.59K -252 -0.5%
WC
1046
Whitney & Co
New York
$1.32M -$4.62M -135,406 -72%
TC
1047
Truvestments Capital
Florida
$1.32M -$40.1K -1,177 -2%
HI
1048
Harbour Investments
Wisconsin
$1.32M
AW
1049
ACG Wealth
Georgia
$1.32M +$23.9K +702 +1%
CBC
1050
Coombe, Bender & Co
New York
$1.32M +$96.2K +2,822 +6%