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Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1826
Commonwealth Retirement Investments
Virginia
$1.12M +$1.05M +2,625 New
FIC
1827
FCG Investment Company
Tennessee
$1.12M +$1.05M +2,617 New
RFS
1828
Richardson Financial Services
Massachusetts
$1.11M +$1.05M +2,611 New
BFO
1829
Biltmore Family Office
North Carolina
$1.11M +$34.1K +85 +3%
EFG
1830
Ethos Financial Group
Pennsylvania
$1.11M +$257K +640 +33%
FCG
1831
Fielder Capital Group
Tennessee
$1.11M +$1.04M +2,592 New
NP
1832
Nilsine Partners
Colorado
$1.1M -$262K -653 -20%
PVI
1833
Pine Valley Investments
New Jersey
$1.1M -$202K -502 -16%
NDSI
1834
Newman Dignan & Sheerar Inc
Rhode Island
$1.1M +$38.2K +95 +4%
AWP
1835
Accretive Wealth Partners
New Jersey
$1.1M -$12.1K -30 -1%
APP
1836
Avantax Planning Partners
Iowa
$1.09M +$117K +290 +13%
WAG
1837
Winthrop Advisory Group
Massachusetts
$1.09M +$69.9K +174 +7%
SAM
1838
Sompo Asset Management
Japan
$1.09M +$209K +520 +25%
SPIS
1839
Steward Partners Investment Solutions
Oregon
$1.09M +$1.03M +2,556 New
CSIC
1840
Clifford Swan Investment Counsel
California
$1.09M +$42.6K +106 +4%
DIM
1841
Delta Investment Management
California
$1.09M -$120K -298 -10%
PCIG
1842
Partners Capital Investment Group
Massachusetts
$1.08M -$1.15M -2,872 -53%
NWM
1843
Northcape Wealth Management
New York
$1.08M -$40.2K -100 -4%
RIA
1844
Regal Investment Advisors
Michigan
$1.08M -$42.6K -106 -4%
LC
1845
LCNB Corp
Ohio
$1.08M -$63.9K -159 -6%
LF
1846
Lee Financial
Texas
$1.08M +$15.3K +38 +2%
NFA
1847
Northern Financial Advisors
Michigan
$1.07M -$10.8K -27 -1%
HFS
1848
Howard Financial Services
Texas
$1.07M +$8.84K +22 +0.9%
FCM
1849
FJ Capital Management
Virginia
$1.07M +$112K +280 +13%
SFG
1850
SevenBridge Financial Group
Pennsylvania
$1.07M