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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
851
Live Oak Private Wealth
North Carolina
$7.26M +$51.4K +128 +0.7%
MWM
852
Madison Wealth Management
Ohio
$7.26M -$593K -1,477 -7%
SFS
853
Sowell Financial Services
Arkansas
$7.26M +$651K +1,621 +10%
BFG
854
Berger Financial Group
Minnesota
$7.25M -$274K -682 -4%
KWMG
855
King Wealth Management Group
Florida
$7.22M -$70.2K -175 -1%
BCM
856
Brasada Capital Management
Texas
$7.21M +$109K +271 +2%
WWA
857
WCG Wealth Advisors
Nevada
$7.17M +$2.11M +5,248 +43%
GAM
858
Gotham Asset Management
New York
$7.13M +$71.5K +178 +1%
PFS
859
Physicians Financial Services
North Carolina
$7.13M
SC
860
Saybrook Capital
North Carolina
$7.11M -$195K -485 -3%
SCP
861
Shorepoint Capital Partners
Massachusetts
$7.09M -$744K -1,853 -9%
CG
862
Caprock Group
Idaho
$7.08M +$516K +1,286 +8%
NFGCM
863
Norman Fields Gottscho Capital Management
New York
$7.07M
AWA
864
Aaron Wealth Advisors
Illinois
$7.05M +$17.3K +43 +0.2%
Capstone Investment Advisors
865
Capstone Investment Advisors
New York
$7.04M +$6.44M +16,043 +919%
IIC
866
Ironwood Investment Counsel
Arizona
$7.04M +$1.18M +2,952 +20%
JEST
867
JTC Employer Solutions Trustee
Jersey
$7.03M
MCWS
868
McKinley Carter Wealth Services
West Virginia
$7.01M -$119K -296 -2%
BC
869
Burney Company
Virginia
$7.01M -$22.5K -56 -0.3%
HBT
870
Hills Bank & Trust
Iowa
$6.96M +$29.7K +74 +0.4%
Kovitz Investment Group Partners
871
Kovitz Investment Group Partners
Illinois
$6.96M -$20.9K -52 -0.3%
SCM
872
Shelton Capital Management
Colorado
$6.93M -$7.91M -19,700 -53%
PWG
873
Portside Wealth Group
Utah
$6.89M -$13.6K -34 -0.2%
HA
874
Herold Advisors
New York
$6.89M +$54.2K +135 +0.8%
SW
875
SVB Wealth
Massachusetts
$6.88M -$65.8K -164 -0.9%