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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1176
Belpointe Asset Management
Nevada
$2.73M -$80.9K -235 -3%
LAM
1177
Lynch Asset Management
Pennsylvania
$2.73M – – –
CWM
1178
Centric Wealth Management
Illinois
$2.73M +$127K +370 +4%
STC
1179
Sarah T. Connolly
$2.72M +$3.44K +10 +0.1%
BSW
1180
Buckingham Strategic Wealth
Missouri
$2.72M +$121K +351 +4%
RC
1181
RDST Capital
Washington
$2.69M -$232K -675 -7%
GIA
1182
GHP Investment Advisors
Colorado
$2.68M -$2.75K -8 -0.1%
RCAG
1183
Rehmann Capital Advisory Group
Michigan
$2.68M -$71.3K -207 -2%
IP
1184
Ignite Planners
California
$2.65M -$63.7K -185 -2%
NFC
1185
Northeast Financial Consultants
Connecticut
$2.65M -$1.04M -3,029 -26%
WI
1186
WrapManager Inc
California
$2.65M -$153K -443 -5%
PMG
1187
ProVise Management Group
Florida
$2.65M -$345K -1,001 -11%
ST
1188
Smithfield Trust
Pennsylvania
$2.63M +$17.6K +51 +0.6%
CCFCSB
1189
Cape Cod Five Cents Savings Bank
Massachusetts
$2.62M -$87.8K -255 -3%
TW
1190
TrinityPoint Wealth
Connecticut
$2.62M -$234K -680 -8%
IA
1191
IFP Advisors
Florida
$2.61M – – –
NPP
1192
New Potomac Partners
Maryland
$2.61M +$6.89K +20 +0.2%
IMOV
1193
Investment Management of Virginia
Virginia
$2.59M -$96.4K -280 -3%
SS
1194
Simplicity Solutions
Minnesota
$2.59M +$183K +532 +7%
PAM
1195
Peak Asset Management
Colorado
$2.59M -$39.6K -115 -1%
FFA
1196
Fairfield Financial Advisors
Massachusetts
$2.58M -$217K -631 -7%
ACS
1197
Archford Capital Strategies
Illinois
$2.57M +$165K +479 +6%
VWA
1198
V Wealth Advisors
Kansas
$2.56M +$25.5K +74 +0.9%
QCM
1199
Quantinno Capital Management
New York
$2.56M +$1.61M +4,684 +137%
CI
1200
CX Institutional
Indiana
$2.56M +$552K +1,604 +25%