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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1026
Confluence Wealth Services
Pennsylvania
$1.3M -$6.15K -13 -0.5%
NL
1027
Navalign LLC
California
$1.3M +$36K +76 +3%
CT
1028
Caldwell Trust
Florida
$1.29M -$14.2K -30 -1%
BWIA
1029
Bryant Woods Investment Advisors
New York
$1.29M -$54.4K -115 -4%
CCA
1030
Checchi Capital Advisers
California
$1.29M -$205K -434 -14%
DWM
1031
Diversify Wealth Management
Utah
$1.27M +$54K +114 +4%
PP
1032
Patten & Patten
Tennessee
$1.27M -$59.7K -126 -5%
HTIM
1033
Harbour Trust & Investment Management
Indiana
$1.27M -$12.3K -26 -1%
MMPW
1034
Mitchell McLeod Pugh & Williams
Alabama
$1.26M +$4.26K +9 +0.3%
AWM
1035
Angeles Wealth Management
California
$1.26M -$30.8K -65 -2%
HPC
1036
HM Payson & Co
Maine
$1.25M -$21.3K -45 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1037
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.25M +$43.1K +91 +4%
ACI
1038
Alpha Cubed Investments
California
$1.24M -$12.8K -27 -1%
CB
1039
Centennial Bank
Arkansas
$1.24M
MWM
1040
Mattern Wealth Management
Kansas
$1.23M -$8.52K -18 -0.7%
TPI
1041
Trust Point Inc
Wisconsin
$1.23M +$16.6K +35 +1%
OL
1042
Optas LLC
Texas
$1.23M +$7.58K +16 +0.6%
IAN
1043
Integrated Advisors Network
Texas
$1.22M
MFA
1044
Mayflower Financial Advisors
Massachusetts
$1.22M +$48.3K +102 +4%
PWMAG
1045
Pinnacle Wealth Management Advisory Group
New Jersey
$1.22M +$3.31K +7 +0.3%
RCA
1046
Roberts Capital Advisors
Colorado
$1.21M
VC
1047
Veracity Capital
Georgia
$1.21M +$3.79K +8 +0.3%
GDP
1048
Great Diamond Partners
Maine
$1.21M -$26K -55 -2%
PCM
1049
Pointe Capital Management
Michigan
$1.21M
SW
1050
Simplicity Wealth
New Jersey
$1.21M -$659K -1,392 -35%