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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1051
Savvy Advisors Inc
New York
$7.7M +$1.14M +2,045 +18%
GM
1052
GeoWealth Management
Illinois
$7.67M -$206K -368 -3%
IAS
1053
Insigneo Advisory Services
Florida
$7.67M +$168K +300 +2%
SC
1054
Syon Capital
California
$7.67M +$451K +807 +6%
EAM
1055
Eukles Asset Management
Ohio
$7.66M -$74.9K -134 -1%
CBT
1056
Central Bank & Trust
Kentucky
$7.66M -$25.7K -46 -0.3%
AC
1057
Addenda Capital
Quebec, Canada
$7.65M -$818K -1,463 -10%
RBFC
1058
Roman Butler Fullerton & Co
Missouri
$7.65M -$721K -1,289 -8%
IWC
1059
Integrated Wealth Concepts
Massachusetts
$7.61M -$4.58M -8,187 -38%
HIM
1060
Hillsdale Investment Management
Ontario, Canada
$7.61M -$1.37M -2,450 -16%
FAMI
1061
Fideuram Asset Management (Ireland)
$7.6M +$7.49M +13,405 New
LMIM
1062
Lockheed Martin Investment Management
Maryland
$7.56M +$788K +1,410 +12%
OIA
1063
OneDigital Investment Advisors
Kansas
$7.55M +$492K +881 +7%
DS
1064
DRW Securities
Illinois
$7.54M -$1.45M -2,588 -16%
CG
1065
CFO4Life Group
Texas
$7.53M +$1.12K +2 +0%
ACM
1066
Ayrshire Capital Management
Connecticut
$7.53M +$781K +1,397 +12%
LIM
1067
Leavell Investment Management
Alabama
$7.52M +$29.6K +53 +0.4%
IAN
1068
Integrated Advisors Network
Texas
$7.5M -$1.33M -2,374 -15%
HZ
1069
Hixon Zuercher
Ohio
$7.5M +$42.5K +76 +0.6%
TCOT
1070
Trust Company of Toledo
Ohio
$7.47M +$138K +246 +2%
MWM
1071
Modera Wealth Management
New Jersey
$7.47M -$395K -706 -5%
HHAA
1072
Henry H. Armstrong Associates
Pennsylvania
$7.47M -$546K -976 -7%
AF
1073
Aviso Financial
Ontario, Canada
$7.42M -$25.2K -45 -0.3%
LTAS
1074
Linden Thomas Advisory Services
North Carolina
$7.4M +$91.7K +164 +1%
KNW
1075
Kesler Norman & Wride
Utah
$7.4M +$250K +448 +4%