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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1201
Atomi Financial Group
New York
$4.48M +$1.44M +3,088 +52%
CI
1202
CX Institutional
Indiana
$4.46M -$2.64M -5,674 -39%
WR
1203
WD Rutherford
Oregon
$4.46M +$95.8K +206 +2%
MGIA
1204
Moneta Group Investment Advisors
Missouri
$4.45M -$220K -473 -5%
FDP
1205
Financiere des Professionnels
Quebec, Canada
$4.44M -$46K -99 -1%
BDL
1206
Bey-Douglas LLC
Georgia
$4.44M -$17.7K -38 -0.4%
GBT
1207
Grove Bank & Trust
Florida
$4.43M +$112K +240 +3%
SXL
1208
Summit X LLC
Missouri
$4.41M -$224K -481 -5%
IWA
1209
Inspirion Wealth Advisors
Illinois
$4.4M -$16.3K -35 -0.4%
GWM
1210
Geneos Wealth Management
Colorado
$4.39M +$604K +1,298 +17%
SC
1211
Syon Capital
California
$4.39M -$3.25K -7 -0.1%
PCA
1212
Peddock Capital Advisors
Massachusetts
$4.37M -$61.9K -133 -1%
CAAS
1213
Capital Asset Advisory Services
Michigan
$4.36M +$30.2K +65 +0.7%
AIP
1214
Ameritas Investment Partners
Nebraska
$4.35M -$320K -689 -7%
CBB
1215
Citizens Business Bank
California
$4.34M -$48.4K -104 -1%
NC
1216
NBW Capital
Massachusetts
$4.34M -$1.19M -2,558 -23%
DIA
1217
Dana Investment Advisors
Wisconsin
$4.32M +$135K +290 +3%
CIA
1218
Capital Investment Advisors
Georgia
$4.32M +$612K +1,317 +18%
SAM
1219
Silvercrest Asset Management
New York
$4.31M +$49.3K +106 +1%
ECM
1220
Evergreen Capital Management
Washington
$4.31M +$206K +442 +5%
PIA
1221
Petredis Investment Advisors
Pennsylvania
$4.31M +$14K +30 +0.3%
IDP
1222
In-Depth Partners
Florida
$4.3M -$4.13M -8,871 -50%
CWM
1223
Concentric Wealth Management
California
$4.3M -$123K -265 -3%
MC
1224
Moors & Cabot
Massachusetts
$4.3M -$97.2K -209 -2%
CA
1225
CGN Advisors
Kansas
$4.29M +$457K +983 +13%