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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1876
Beaumont Asset Management
Texas
$1.14M +$8.2K +18 +0.7%
RIL
1877
Rothschild Investment LLC
Illinois
$1.14M +$42.4K +93 +4%
FWM
1878
FFT Wealth Management
Pennsylvania
$1.14M -$22.8K -50 -2%
SFS
1879
Stiles Financial Services
Minnesota
$1.14M -$35.5K -78 -3%
PCM
1880
Pointe Capital Management
Michigan
$1.14M
SSWM
1881
Sheets Smith Wealth Management
North Carolina
$1.14M +$18.2K +40 +2%
DWM
1882
Drive Wealth Management
Utah
$1.13M +$21.4K +47 +2%
AWP
1883
Accretive Wealth Partners
New Jersey
$1.13M +$4.1K +9 +0.4%
PWA
1884
Providence Wealth Advisors
Illinois
$1.13M +$56K +123 +5%
SFG
1885
SevenBridge Financial Group
Pennsylvania
$1.13M
ZIG
1886
Zuckerman Investment Group
Illinois
$1.12M +$8.65K +19 +0.8%
WCM
1887
Wallace Capital Management
Texas
$1.12M +$91.1K +200 +9%
FA
1888
Faithward Advisors
Pennsylvania
$1.12M +$41.9K +92 +4%
RIA
1889
Regal Investment Advisors
Michigan
$1.12M +$4.55K +10 +0.4%
CSIC
1890
Clifford Swan Investment Counsel
California
$1.12M -$32.3K -71 -3%
NWM
1891
Northcape Wealth Management
New York
$1.12M -$911 -2 -0.1%
WAG
1892
Winthrop Advisory Group
Massachusetts
$1.11M -$11.8K -26 -1%
AO
1893
Advisor OS
Illinois
$1.11M +$37.8K +83 +3%
TCM
1894
Teza Capital Management
Illinois
$1.11M +$1.14M +2,512 New
CMANY
1895
Capital Management Associates (New York)
New York
$1.1M +$228K +500 +25%
MFG
1896
Monumental Financial Group
Maryland
$1.1M -$146K -321 -11%
HC
1897
Hara Capital
Washington
$1.1M
WA
1898
Waverly Advisors
Alabama
$1.1M +$343K +754 +43%
VAG
1899
VisionPoint Advisory Group
Texas
$1.1M +$171K +375 +18%
CH
1900
Cromwell Holdings
Wyoming
$1.09M +$1.13M +2,481 New