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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1026
Elios Financial Group
Ohio
$1.23M +$1.8K +4 +0.2%
TCA
1027
Transcend Capital Advisors
New Jersey
$1.23M -$34.7K -77 -3%
AWM
1028
Angeles Wealth Management
California
$1.23M +$88.2K +196 +8%
PCG
1029
PFC Capital Group
California
$1.23M +$67.5K +150 +6%
BWM
1030
Buckley Wealth Management
Nevada
$1.23M -$1.2M -2,663 -50%
Confluence Wealth Services
1031
Confluence Wealth Services
Pennsylvania
$1.22M +$538K +1,194 +78%
TPI
1032
Trust Point Inc
Wisconsin
$1.22M -$348K -774 -23%
Geneos Wealth Management
1033
Geneos Wealth Management
Colorado
$1.22M +$185K +411 +19%
GFP
1034
Gryphon Financial Partners
Ohio
$1.22M +$156K +346 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
1035
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M -$70.2K -156 -6%
KHCM
1036
Kirtland Hills Capital Management
Ohio
$1.22M +$42.3K +94 +4%
PTC
1037
Private Trust Company
Ohio
$1.22M +$63K +140 +6%
Crestwood Advisors Group
1038
Crestwood Advisors Group
Massachusetts
$1.21M +$398K +884 +51%
PCP
1039
Proficio Capital Partners
Massachusetts
$1.21M -$8.55K -19 -0.7%
CB
1040
Centennial Bank
Arkansas
$1.21M – – –
LF
1041
Lee Financial
Texas
$1.21M -$181K -402 -13%
IAN
1042
Integrated Advisors Network
Texas
$1.21M +$284K +631 +32%
SWIG
1043
Strategic Wealth Investment Group
Kentucky
$1.2M -$11.5M -25,577 -91%
HM Payson & Co
1044
HM Payson & Co
Maine
$1.19M +$118K +263 +11%
WAAG
1045
Wealth Alliance Advisory Group
Kansas
$1.19M +$136K +302 +13%
RCA
1046
Roberts Capital Advisors
Colorado
$1.19M +$1.15M +2,557 New
Sapient Capital
1047
Sapient Capital
Indiana
$1.19M -$53.1K -118 -4%
MI
1048
Motiv8 Investments
Florida
$1.19M +$74.3K +165 +7%
PCM
1049
Pointe Capital Management
Michigan
$1.19M +$187K +415 +19%
Kestra Investment Management
1050
Kestra Investment Management
Texas
$1.18M +$252K +559 +28%