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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1201
NovaPoint Capital
Georgia
$3.01M -$31.8K -91 -1%
BSW
1202
Buckingham Strategic Wealth
Missouri
$3M -$187K -536 -6%
CCA
1203
Checchi Capital Advisers
California
$2.99M +$35.2K +101 +1%
AWM
1204
Apollon Wealth Management
South Carolina
$2.97M +$1.2M +3,432 +70%
IWM
1205
IHT Wealth Management
Illinois
$2.97M +$16.1K +46 +0.6%
Koshinski Asset Management
1206
Koshinski Asset Management
Illinois
$2.95M +$252K +723 +10%
LNC
1207
Lincoln National Corp
Pennsylvania
$2.94M -$424K -1,215 -13%
IFG
1208
Independent Financial Group
California
$2.94M +$104K +297 +4%
CWM
1209
Circle Wealth Management
New Jersey
$2.91M -$981K -2,813 -26%
PHM
1210
Prospect Hill Management
New Jersey
$2.9M -$1.05K -3 -0%
VIM
1211
Vancity Investment Management
British Columbia, Canada
$2.89M +$148K +423 +6%
LS
1212
Leelyn Smith
Illinois
$2.88M +$121K +347 +4%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$2.87M -$890K -2,550 -24%
MCA
1214
Morris Capital Advisors
Pennsylvania
$2.87M -$82.3K -236 -3%
GCM
1215
Gables Capital Management
Florida
$2.85M -$105K -300 -4%
FSA
1216
Fort Sheridan Advisors
Illinois
$2.85M +$154K +440 +6%
LOAMU
1217
Lombard Odier Asset Management (USA)
New York
$2.85M -$7.68M -22,000 -73%
SACTSONJ
1218
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.85M
CM
1219
Caption Management
Oklahoma
$2.85M +$2.79M +8,000 New
PFPT
1220
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.84M -$212K -609 -7%
AOWM
1221
Alpha Omega Wealth Management
Virginia
$2.84M
CA
1222
Cornerstone Advisory
Maryland
$2.82M -$173K -495 -6%
WLPWM
1223
Walled Lake Planning & Wealth Management
Illinois
$2.82M +$2.09K +6 +0.1%
SBIA
1224
Sheaff Brock Investment Advisors
Indiana
$2.82M -$1.52M -4,346 -35%
SP
1225
Symmetry Partners
Connecticut
$2.81M -$121K -346 -4%