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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
926
Stratos Investment Management
Ohio
$7.79M +$303K +663 +4%
CFG
927
Cambridge Financial Group
Ohio
$7.77M -$91.4K -200 -1%
AIS
928
American Investment Services
Massachusetts
$7.71M +$10.1K +22 +0.1%
DBG
929
De Burlo Group
Massachusetts
$7.69M -$11.8M -25,810 -62%
AWM
930
Affinity Wealth Management
Delaware
$7.64M +$27.9K +61 +0.4%
CI
931
Conning Inc
Connecticut
$7.61M -$223K -488 -3%
CAL
932
Capital Analysts LLC
Pennsylvania
$7.61M -$135K -296 -2%
EWA
933
EP Wealth Advisors
California
$7.6M -$150K -329 -2%
GAAM
934
Guinness Atkinson Asset Management
California
$7.6M
CWM
935
CMH Wealth Management
New Hampshire
$7.52M -$564K -1,233 -7%
PWMAG
936
Pinnacle Wealth Management Advisory Group
New Jersey
$7.52M -$198K -433 -3%
SIG
937
Stonegate Investment Group
Alabama
$7.48M +$459K +1,004 +7%
TYCC
938
Texas Yale Capital Corp
Florida
$7.46M -$140K -306 -2%
GQG Partners
939
GQG Partners
Florida
$7.46M -$6.85M -14,976 -49%
SIA
940
Schechter Investment Advisors
Michigan
$7.45M +$2.64M +5,767 +59%
EH
941
Equitable Holdings
New York
$7.44M +$157K +344 +2%
HR
942
Howe & Rusling
New York
$7.43M +$156K +341 +2%
JF
943
Jump Financial
Illinois
$7.43M +$4.46M +9,762 +172%
TF
944
Talbot Financial
Washington
$7.4M +$126K +276 +2%
SW
945
SlateStone Wealth
Florida
$7.4M +$2.84M +6,213 +68%
HWM
946
HB Wealth Management
Georgia
$7.39M +$672K +1,470 +11%
AI
947
AXS Investments
New York
$7.38M +$49.8K +109 +0.7%
ACM
948
Ayrshire Capital Management
Connecticut
$7.36M -$67.7K -148 -1%
KOC
949
Koss-Olinger Consulting
Florida
$7.36M +$6.99M +15,288 New
PGWM
950
Parisi Gray Wealth Management
New Jersey
$7.28M +$35.7K +78 +0.5%