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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
901
Schear Investment Advisers
Ohio
$1.74M +$23.7K +52 +1%
FFM
902
Forum Financial Management
Illinois
$1.74M +$257K +565 +16%
LOPW
903
Live Oak Private Wealth
North Carolina
$1.73M +$20.1K +44 +1%
FCM
904
Fourpath Capital Management
Oklahoma
$1.73M +$10.9K +24 +0.6%
VA
905
Valmark Advisers
Ohio
$1.73M +$30.5K +67 +2%
IEFM
906
IQ EQ Fund Management
Ireland
$1.71M -$356K -781 -16%
IWS
907
Insight Wealth Strategies
California
$1.7M +$58.3K +128 +3%
GCM
908
GKV Capital Management
California
$1.7M +$1.85M +4,060 New
WHG
909
Westwood Holdings Group
Texas
$1.69M +$1.55M +3,394 +527%
SN
910
Sittner & Nelson
Oregon
$1.68M +$2.73K +6 +0.1%
WCM
911
Whitener Capital Management
North Carolina
$1.68M
CNBT
912
Canandaigua National Bank & Trust
New York
$1.66M -$19.6K -43 -1%
SWP
913
Sagespring Wealth Partners
Tennessee
$1.66M +$1.81M +3,971 New
EMCIP
914
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.66M +$1.81M +3,961 New
P
915
Pitcairn
Pennsylvania
$1.65M -$47.9K -105 -3%
CPIG
916
Chicago Partners Investment Group
Illinois
$1.65M +$282K +619 +19%
NWMG
917
Nicholson Wealth Management Group
South Carolina
$1.63M +$791K +1,735 +80%
ECM
918
Evergreen Capital Management
Washington
$1.62M -$22.3K -49 -1%
WorldQuant Millennium Advisors
919
WorldQuant Millennium Advisors
New York
$1.62M +$1.76M +3,867 New
GL
920
Graypoint LLC
New York
$1.62M -$60.2K -132 -3%
NP
921
NorthRock Partners
Minnesota
$1.62M -$206K -451 -10%
GIA
922
Gladstone Institutional Advisory
Florida
$1.61M -$1.55M -3,394 -47%
WA
923
Wealth Alliance
New York
$1.6M -$62K -136 -3%
AT
924
American Trust
Kentucky
$1.59M +$87K +191 +5%
RWB
925
RMR Wealth Builders
New Jersey
$1.59M +$131K +287 +8%