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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
601
DGS Capital Management
New Jersey
$1.13M +$125K +1,980 +13%
Advisory Services Network
602
Advisory Services Network
Georgia
$1.12M -$26.1K -412 -2%
Stephens Inc
603
Stephens Inc
Arkansas
$1.12M -$13.1K -207 -1%
CCM
604
Crew Capital Management
Ohio
$1.12M – – –
SA
605
Sylvest Advisors
Texas
$1.11M -$131K -2,060 -11%
Williams Jones Wealth Management
606
Williams Jones Wealth Management
New York
$1.1M – – –
Clearstead Advisors
607
Clearstead Advisors
Ohio
$1.09M -$1.46K -23 -0.1%
RWA Wealth Partners
608
RWA Wealth Partners
Massachusetts
$1.09M +$236K +3,729 +30%
WC
609
Waterloo Capital
Texas
$1.09M +$430K +6,790 +73%
Brighton Jones LLC
610
Brighton Jones LLC
Washington
$1.09M +$19.1K +302 +2%
HCM
611
Hengehold Capital Management
Ohio
$1.08M +$253 +4 +0%
WAG
612
Windsor Advisory Group
Ohio
$1.08M – – –
MA
613
MYDA Advisors
New York
$1.08M +$1.01M +16,000 New
Cullen/Frost Bankers
614
Cullen/Frost Bankers
Texas
$1.08M -$47.8K -755 -5%
Ballentine Partners
615
Ballentine Partners
Massachusetts
$1.08M +$22.6K +357 +2%
Synovus Financial
616
Synovus Financial
Georgia
$1.08M +$313K +4,937 +45%
AO
617
Advisor OS
Illinois
$1.08M +$1.01M +15,910 New
USAA
618
United Services Automobile Association
Texas
$1.08M – – –
LIM
619
Leavell Investment Management
Alabama
$1.07M +$355K +5,596 +54%
SageView Advisory Group
620
SageView Advisory Group
California
$1.07M +$7.67K +121 +0.8%
GTS Securities
621
GTS Securities
Florida
$1.07M +$662K +10,444 +194%
WBC
622
Westpac Banking Corp
Australia
$1.07M – – –
WW
623
Waterfront Wealth
Kansas
$1.07M +$5.01K +79 +0.5%
MAS
624
Meeder Advisory Services
Ohio
$1.05M +$200K +3,158 +26%
Vinva Investment Management
625
Vinva Investment Management
Australia
$1.04M -$1.2M -18,936 -55%