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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1101
West Branch Capital
Massachusetts
$1.2M -$97.1K -2,849 -6%
KJWM
1102
Kiley Juergens Wealth Management
Washington
$1.2M +$2.39K +70 +0.2%
WI
1103
Wahed Invest
New York
$1.2M +$94.7K +2,779 +6%
IAS
1104
Investment Advisory Services
Texas
$1.19M -$123K -3,612 -7%
RCG
1105
Regatta Capital Group
California
$1.19M +$15.3K +450 +1%
TAM
1106
Trust Asset Management
Texas
$1.19M +$115K +3,362 +8%
IF
1107
Intrua Financial
Texas
$1.18M -$3.17K -93 -0.2%
MIP
1108
Marietta Investment Partners
Wisconsin
$1.18M +$1.21M +35,427 +545%
BPM
1109
Blue Pool Management
Hong Kong
$1.18M +$1.56M +45,646 New
IRC
1110
Investors Research Corp
Georgia
$1.18M +$58.8K +1,725 +4%
MMA
1111
Miracle Mile Advisors
California
$1.17M -$823K -24,151 -35%
CC
1112
Chicago Capital
Illinois
$1.17M +$2.32K +68 +0.2%
SIC
1113
Shoker Investment Counsel
Ohio
$1.17M +$369K +10,816 +31%
WWM
1114
Western Wealth Management
Colorado
$1.16M -$644K -18,890 -30%
MVA
1115
Mount Vernon Associates
Maryland
$1.16M +$39.2K +1,150 +3%
CC
1116
Carlson Capital
Texas
$1.16M +$1.53M +45,000 New
BFM
1117
Boston Financial Management
Massachusetts
$1.16M -$54.1K -1,588 -3%
MMPW
1118
Mitchell McLeod Pugh & Williams
Alabama
$1.15M -$73.2K -2,146 -5%
IWS
1119
Insight Wealth Strategies
California
$1.15M
PA
1120
Probity Advisors
Texas
$1.15M -$89.6K -2,629 -6%
HAM
1121
Hedges Asset Management
Nevada
$1.15M +$198K +5,794 +15%
BP
1122
Ballentine Partners
Massachusetts
$1.15M -$333K -9,756 -18%
Vanguard Capital Wealth Advisors
1123
Vanguard Capital Wealth Advisors
Colorado
$1.14M +$12.2K +357 +0.8%
MYLI
1124
Meiji Yasuda Life Insurance
Japan
$1.14M +$299K +8,782 +25%
RIA
1125
Realta Investment Advisors
Delaware
$1.14M +$117K +3,440 +8%