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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1601
Great Valley Advisor Group
Delaware
$1.03M -$64.9K -195 -6%
AWAM
1602
Appian Way Asset Management
New York
$1.03M +$965K +2,900 New
LA
1603
Latitude Advisors
Florida
$1.03M +$963K +2,894 New
SWM
1604
Segment Wealth Management
Texas
$1.03M +$1.66K +5 +0.2%
AWM
1605
Atticus Wealth Management
Florida
$1.02M +$162K +487 +20%
CCG
1606
Ceeto Capital Group
Florida
$1.02M +$33.3K +100 +4%
WA
1607
WESPAC Advisors
California
$1.02M +$676K +2,031 +243%
TCOT
1608
Trust Company of Toledo
Ohio
$1.02M -$22K -66 -2%
WP
1609
WealthSource Partners
California
$1.02M +$64.9K +195 +7%
AAP
1610
Arax Advisory Partners
Colorado
$1.02M +$22.6K +68 +2%
PIA
1611
Perennial Investment Advisors
California
$1.01M -$4.66K -14 -0.5%
MA
1612
Mutual Advisors
Nebraska
$1.01M -$28.3K -85 -3%
OC
1613
Oakworth Capital
Alabama
$1.01M
GRP
1614
Global Retirement Partners
California
$1.01M -$5.32K -16 -0.6%
DA
1615
DSC Advisors
Illinois
$1M -$27.3K -82 -3%
BCM
1616
Breiter Capital Management
Florida
$1M -$22K -66 -2%
KP
1617
Keel Point
Alabama
$1M -$57.9K -174 -6%
MFG
1618
Magnus Financial Group
New York
$1M -$79.8K -240 -8%
CBFP
1619
Cedar Brook Financial Partners
Ohio
$1M +$52.2K +157 +6%
EAM
1620
Evanson Asset Management
California
$999K +$120K +360 +15%
MCM
1621
Manchester Capital Management
Vermont
$997K +$22.6K +68 +2%
APP
1622
Avantax Planning Partners
Iowa
$992K -$737K -2,214 -44%
MPI
1623
Mairs & Power Inc
Minnesota
$992K +$6.32K +19 +0.7%
9WM
1624
9258 Wealth Management
Ohio
$991K +$67.2K +202 +8%
B
1625
Bailard
California
$987K +$53.2K +160 +6%