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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1001
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$425K
AC
1002
ASB Consultores
Florida
$425K +$68.6K +222 +20%
AWM
1003
Avior Wealth Management
Nebraska
$424K
PS
1004
Portfolio Strategies
New York
$424K
1WA
1005
180 Wealth Advisors
Washington
$424K +$3.4K +11 +0.8%
TTWM
1006
TCV Trust & Wealth Management
Virginia
$416K
TC
1007
Toews Corporation
New Jersey
$415K +$402K +1,300 New
MG
1008
Mather Group
Illinois
$413K -$860K -2,782 -68%
GCAC
1009
Guardian Capital Advisors (Canada)
Ontario, Canada
$413K +$407K +1,316 New
IC
1010
Intersect Capital
California
$412K +$153K +494 +62%
VWM
1011
Vigilare Wealth Management
Arizona
$411K -$91.2K -295 -19%
GWSG
1012
GPS Wealth Strategies Group
Colorado
$406K +$8.35K +27 +2%
IUHSA
1013
Itau Unibanco Holding S.A.
Brazil
$404K -$3.66M -11,843 -90%
EB
1014
Eastern Bank
Massachusetts
$398K -$421K -1,363 -52%
THWM
1015
Taylor Hoffman Wealth Management
Virginia
$398K
FTA
1016
Financial & Tax Architects
Missouri
$397K -$4.02K -13 -1%
APP
1017
Avantax Planning Partners
Iowa
$394K -$11.7K -38 -3%
SIC
1018
Salem Investment Counselors
North Carolina
$394K
GFS
1019
GYL Financial Synergies
Connecticut
$393K -$73K -236 -16%
MFA
1020
Mayflower Financial Advisors
Massachusetts
$389K +$27.2K +88 +8%
SAM
1021
Sompo Asset Management
Japan
$389K +$58.7K +190 +18%
AIIMS
1022
Analyst IMS Investment Management Services
Israel
$388K -$113K -364 -23%
KP
1023
Keel Point
Alabama
$386K -$5.87K -19 -2%
DBT
1024
Dubuque Bank & Trust
Iowa
$385K
SB
1025
Strategic Blueprint
Georgia
$385K +$71.7K +232 +24%