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Name Holding Trade Value Shares
Change
Change in
Stake
CM
1401
Crestline Management
Texas
$2.79M +$2.88M +6,332 New
JWM
1402
JPL Wealth Management
Colorado
$2.79M +$127K +278 +5%
GCS
1403
Gordian Capital (Singapore)
Singapore
$2.79M -$128K -280 -4%
UBG
1404
United Bank (Georgia)
Georgia
$2.79M +$7.29K +16 +0.3%
Brooklyn Investment Group
1405
Brooklyn Investment Group
New York
$2.79M – – –
WG
1406
Wealth Group
North Carolina
$2.78M +$817K +1,793 +31%
WWM
1407
WT Wealth Management
Arizona
$2.78M -$497K -1,091 -15%
Arax Advisory Partners
1408
Arax Advisory Partners
Colorado
$2.78M +$226K +496 +9%
PIWA
1409
Prevail Innovative Wealth Advisors
Kansas
$2.77M +$2.86M +6,268 New
Blue Trust Inc
1410
Blue Trust Inc
Georgia
$2.76M +$1.27M +2,786 +95%
AOWM
1411
Alpha Omega Wealth Management
Virginia
$2.76M -$1.37K -3 -0%
MCM
1412
MV Capital Management
Maryland
$2.75M +$25.5K +56 +0.9%
VFA
1413
Voya Financial Advisors
Connecticut
$2.74M +$292K +642 +12%
CA
1414
Cullinan Associates
Kentucky
$2.74M -$2.41M -5,300 -46%
NICM
1415
Neo Ivy Capital Management
New York
$2.74M +$2.82M +6,200 New
Aptus Capital Advisors
1416
Aptus Capital Advisors
Alabama
$2.73M +$215K +472 +8%
PMG
1417
ProVise Management Group
Florida
$2.73M -$23.2K -51 -0.8%
DCM
1418
Dudley Capital Management
Virginia
$2.73M – – –
WCM Investment Management
1419
WCM Investment Management
California
$2.72M -$492K -1,080 -15%
Boston Trust Walden
1420
Boston Trust Walden
Massachusetts
$2.71M -$107K -235 -4%
TC
1421
Tsai Capital
New York
$2.7M -$2.73K -6 -0.1%
ACL
1422
Applied Capital LLC
Florida
$2.7M +$15.9K +35 +0.6%
RIA
1423
Realta Investment Advisors
Delaware
$2.7M +$60.6K +133 +2%
BOSSRA
1424
B.O.S.S. Retirement Advisors
Utah
$2.7M +$713K +1,565 +34%
SageView Advisory Group
1425
SageView Advisory Group
California
$2.69M +$2.78M +6,103 New