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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1051
Frontier Wealth Management
Missouri
$2.79M -$1.37M -27,987 -33%
MIH
1052
Meitav Investment House
Israel
$2.78M -$13.9M -285,327 -84%
PAM
1053
Pegasus Asset Management
New York
$2.78M +$30.9K +633 +1%
RFA
1054
Reilly Financial Advisors
California
$2.78M -$6.54K -134 -0.2%
BWA
1055
BDO Wealth Advisors
Florida
$2.77M +$161K +3,293 +6%
AW
1056
ACG Wealth
Georgia
$2.76M -$143K -2,919 -5%
PCIA
1057
Prime Capital Investment Advisors
Kansas
$2.76M -$2.82M -57,807 -51%
WA
1058
WBH Advisory
Maryland
$2.76M -$234K -4,788 -9%
PTC
1059
Philadelphia Trust Company
Pennsylvania
$2.75M -$154K -3,150 -5%
EF
1060
Empowered Funds
Pennsylvania
$2.75M -$112K -2,296 -4%
HVM
1061
Harvest Volatility Management
Connecticut
$2.74M +$2.69M +55,031 New
S
1062
SignatureFD
Georgia
$2.74M -$545K -11,168 -17%
CS
1063
Comerica Securities
Michigan
$2.74M -$13.1K -269 -0.5%
CFSG
1064
Community Financial Services Group
Vermont
$2.73M -$232K -4,752 -8%
SGA
1065
Strategic Global Advisors
California
$2.73M -$1.45M -29,630 -35%
AS
1066
Altshuler Shaham
Israel
$2.73M -$31K -634 -1%
BCP
1067
Blackhawk Capital Partners
Wisconsin
$2.73M +$639K +13,080 +33%
BHA
1068
Beech Hill Advisors
New York
$2.72M +$2.67M +54,650 New
BDF
1069
Balasa Dinverno & Foltz
$2.72M -$438K -8,975 -14%
AAM
1070
AR Asset Management
California
$2.71M
CSPIA
1071
Cary Street Partners Investment Advisory
Virginia
$2.71M +$1.04M +21,295 +64%
PCM
1072
Poehling Capital Management
Wisconsin
$2.69M -$48.5K -993 -2%
MWM
1073
Mission Wealth Management
California
$2.68M -$34.5K -706 -1%
FNT
1074
First Nebraska Trust
Nebraska
$2.68M +$538K +11,010 +26%
VAS
1075
Vestmark Advisory Solutions
Massachusetts
$2.68M -$198K -4,054 -7%