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Name Holding Trade Value Shares
Change
Change in
Stake
APSI
1101
Asset Planning Services Inc
Louisiana
$1.29M -$83.6K -165 -6%
EFG
1102
Everhart Financial Group
Ohio
$1.29M -$61.8K -122 -5%
CIM
1103
Cambria Investment Management
California
$1.29M +$580K +1,146 +85%
PE
1104
PCM Encore
Colorado
$1.29M -$13.7K -27 -1%
NL
1105
NWAM LLC
Washington
$1.29M +$822K +1,623 +189%
MBTD
1106
Mechanics Bank - Trust Department
California
$1.28M +$232K +459 +23%
PCM
1107
Pointe Capital Management
Michigan
$1.27M +$33.4K +66 +3%
BFO
1108
Boston Family Office
Massachusetts
$1.27M +$137K +271 +12%
AWM
1109
Avior Wealth Management
Nebraska
$1.26M -$13.7K -27 -1%
SRS
1110
Strong Retirement Solutions
Washington
$1.26M +$130K +256 +12%
MWM
1111
Meridian Wealth Management
Kentucky
$1.26M +$493K +974 +67%
CAG
1112
Csenge Advisory Group
Florida
$1.26M +$21.8K +43 +2%
HBT
1113
Heartland Bank & Trust
Illinois
$1.26M +$65.8K +130 +6%
MWM
1114
Mattern Wealth Management
Kansas
$1.25M +$2.53K +5 +0.2%
HIP
1115
HUB Investment Partners
Texas
$1.24M +$188K +371 +18%
SLWA
1116
San Luis Wealth Advisors
California
$1.24M -$25.8K -51 -2%
CFA
1117
CWS Financial Advisors
Michigan
$1.24M +$116K +229 +11%
VWM
1118
Venturi Wealth Management
Texas
$1.24M +$89.6K +177 +8%
TGAM
1119
TBH Global Asset Management
Tennessee
$1.23M +$19.2K +38 +2%
BWM
1120
Bullock Wealth Management
Indiana
$1.23M +$1.17M +2,312 New
AWM
1121
Accurate Wealth Management
Florida
$1.23M +$1.18M +2,327 New
DIA
1122
Dean Investment Associates
Ohio
$1.23M -$369K -729 -24%
MFA
1123
Mayflower Financial Advisors
Massachusetts
$1.23M -$8.61K -17 -0.7%
NP
1124
NorthRock Partners
Minnesota
$1.23M +$14.7K +29 +1%
PP
1125
Patten & Patten
Tennessee
$1.23M -$2.53K -5 -0.2%