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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1601
Pinion Investment Advisors
Kansas
$1.04M +$151K +455 +19%
Great Valley Advisor Group
1602
Great Valley Advisor Group
Delaware
$1.03M -$64.9K -195 -6%
AWAM
1603
Appian Way Asset Management
New York
$1.03M +$965K +2,900 New
LA
1604
Latitude Advisors
Florida
$1.03M +$963K +2,894 New
SWM
1605
Segment Wealth Management
Texas
$1.03M +$1.66K +5 +0.2%
AWM
1606
Atticus Wealth Management
Florida
$1.02M +$162K +487 +20%
CCG
1607
Ceeto Capital Group
Florida
$1.02M +$33.3K +100 +4%
WA
1608
WESPAC Advisors
California
$1.02M +$676K +2,031 +243%
TCOT
1609
Trust Company of Toledo
Ohio
$1.02M -$22K -66 -2%
WP
1610
WealthSource Partners
California
$1.02M +$64.9K +195 +7%
Arax Advisory Partners
1611
Arax Advisory Partners
Colorado
$1.02M +$22.6K +68 +2%
PIA
1612
Perennial Investment Advisors
California
$1.01M -$4.66K -14 -0.5%
MA
1613
Mutual Advisors
Nebraska
$1.01M -$28.3K -85 -3%
OC
1614
Oakworth Capital
Alabama
$1.01M – – –
Global Retirement Partners
1615
Global Retirement Partners
California
$1.01M -$5.32K -16 -0.6%
DA
1616
DSC Advisors
Illinois
$1M -$27.3K -82 -3%
BCM
1617
Breiter Capital Management
Florida
$1M -$22K -66 -2%
KP
1618
Keel Point
Alabama
$1M -$57.9K -174 -6%
MFG
1619
Magnus Financial Group
New York
$1M -$79.8K -240 -8%
CBFP
1620
Cedar Brook Financial Partners
Ohio
$1M +$52.2K +157 +6%
EAM
1621
Evanson Asset Management
California
$999K +$120K +360 +15%
MCM
1622
Manchester Capital Management
Vermont
$997K +$22.6K +68 +2%
Avantax Planning Partners
1623
Avantax Planning Partners
Iowa
$992K -$737K -2,214 -44%
Mairs & Power Inc
1624
Mairs & Power Inc
Minnesota
$992K +$6.32K +19 +0.7%
9WM
1625
9258 Wealth Management
Ohio
$991K +$67.2K +202 +8%