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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
826
Berger Financial Group
Minnesota
$6.78M -$232K -704 -3%
SAM
827
Security Asset Management
New York
$6.75M +$22.4K +68 +0.4%
TF
828
Tompkins Financial
New York
$6.73M -$180K -546 -3%
FG
829
Fiduciary Group
Georgia
$6.73M -$193K -587 -3%
TC
830
Trium Capital
United Kingdom
$6.72M +$6.36M +19,328 New
CAC
831
Certified Advisory Corp
Florida
$6.72M +$333K +1,011 +6%
NIM
832
Northeast Investment Management
Massachusetts
$6.65M -$70.1K -213 -1%
KPWS
833
Kestra Private Wealth Services
Texas
$6.61M -$1.17M -3,567 -16%
IHG
834
Insight Holdings Group
New York
$6.61M +$6.25M +19,000 New
USCWA
835
U.S. Capital Wealth Advisors
Texas
$6.57M -$503K -1,529 -7%
MCCA
836
Mill Creek Capital Advisors
Pennsylvania
$6.55M +$6.2M +18,824 New
AAF
837
Andra AP-fonden
Sweden
$6.54M +$165K +500 +3%
DT
838
Diversified Trust
Tennessee
$6.48M -$2.24M -6,796 -27%
BSI
839
Bennett Selby Investments
Maine
$6.47M -$104K -316 -2%
BTWM
840
Baker Tilly Wealth Management
Wisconsin
$6.45M -$1.13M -3,435 -16%
OHIS
841
Oak Harvest Investment Services
Texas
$6.43M -$337K -1,023 -5%
SC
842
Saybrook Capital
North Carolina
$6.42M – – –
BCM
843
Brasada Capital Management
Texas
$6.41M -$103K -314 -2%
MCWS
844
McKinley Carter Wealth Services
West Virginia
$6.39M -$71.8K -218 -1%
LOPW
845
Live Oak Private Wealth
North Carolina
$6.38M -$5.92K -18 -0.1%
JWM
846
Jackson Wealth Management
Florida
$6.37M -$1.29M -3,933 -18%
FC
847
FORA Capital
Florida
$6.36M +$6.02M +18,298 New
FIM
848
Freedom Investment Management
Connecticut
$6.36M -$88.5K -269 -1%
KWMG
849
King Wealth Management Group
Florida
$6.36M +$12.5K +38 +0.2%
LW
850
Linscomb Wealth
Texas
$6.36M +$531K +1,612 +10%