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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1126
CWS Financial Advisors
Michigan
$1.24M +$116K +229 +11%
VWM
1127
Venturi Wealth Management
Texas
$1.24M +$89.6K +177 +8%
TGAM
1128
TBH Global Asset Management
Tennessee
$1.23M +$19.2K +38 +2%
BWM
1129
Bullock Wealth Management
Indiana
$1.23M +$17.7K +35 +2%
AWM
1130
Accurate Wealth Management
Florida
$1.23M +$1.18M +2,327 New
DIA
1131
Dean Investment Associates
Ohio
$1.23M -$369K -729 -24%
MFA
1132
Mayflower Financial Advisors
Massachusetts
$1.23M -$8.61K -17 -0.7%
NP
1133
NorthRock Partners
Minnesota
$1.23M +$14.7K +29 +1%
PP
1134
Patten & Patten
Tennessee
$1.23M -$2.53K -5 -0.2%
GC
1135
Guidance Capital
Kentucky
$1.22M +$140K +277 +13%
MWM
1136
Modern Wealth Management
Kansas
$1.22M +$347K +686 +41%
CIC
1137
Carnegie Investment Counsel
Ohio
$1.21M +$150K +296 +15%
AWM
1138
Aries Wealth Management
Maine
$1.21M -$506 -1 -0%
OWIM
1139
Old West Investment Management
California
$1.2M – – –
MSA
1140
Marathon Strategic Advisors
Pennsylvania
$1.2M – – –
VFA
1141
Values First Advisors
Tennessee
$1.2M +$8.1K +16 +0.7%
LFAS
1142
Level Four Advisory Services
Texas
$1.2M +$76.5K +151 +7%
CWP
1143
Concord Wealth Partners
Virginia
$1.19M +$45.1K +89 +4%
TAFW
1144
Tred Avon Family Wealth
Maryland
$1.19M -$8.61K -17 -0.7%
DL
1145
Dockside LLC
New York
$1.19M +$1.16M +2,290 New
WSA
1146
Wealth Science Advisors
Georgia
$1.19M +$1.11M +2,195 +2,386%
EHC
1147
Everett Harris & Co
California
$1.19M – – –
GFP
1148
Gryphon Financial Partners
Ohio
$1.18M -$49.6K -98 -4%
1C
1149
111 Capital
France
$1.17M -$843K -1,664 -42%
HCA
1150
Harbour Capital Advisors
Virginia
$1.17M +$26.3K +52 +2%