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Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
801
Wealth Advisors of Tampa Bay
Florida
$5.48M -$52.9K -177 -1%
AG
802
Ascent Group
Virginia
$5.47M +$506K +1,693 +11%
LBC
803
Lowe Brockenbrough & Co
Virginia
$5.47M -$72.1K -241 -1%
S
804
SignatureFD
Georgia
$5.47M +$109K +364 +2%
PT
805
Plimoth Trust
Massachusetts
$5.47M +$24.2K +81 +0.5%
CWM
806
Cordatus Wealth Management
Pennsylvania
$5.44M +$1.6M +5,343 +44%
IAS
807
Investment Advisory Services
Texas
$5.44M -$57.1K -191 -1%
TPA
808
Trivium Point Advisory
Connecticut
$5.43M -$287K -958 -5%
CFSG
809
Community Financial Services Group
Vermont
$5.41M +$176K +589 +4%
HI
810
Harbour Investments
Wisconsin
$5.4M +$224K +748 +5%
HVIA
811
Hudson Valley Investment Advisors
New York
$5.4M -$48.5K -162 -0.9%
RWM
812
Rockline Wealth Management
New York
$5.39M +$135K +450 +3%
SCP
813
Sandhill Capital Partners
New York
$5.38M +$53.2K +178 +1%
SWP
814
Sagespring Wealth Partners
Tennessee
$5.38M +$961K +3,212 +23%
CG
815
Caprock Group
Idaho
$5.38M +$532K +1,780 +12%
LS
816
Livforsakringsbolaget Skandia
Sweden
$5.38M -$59.8K -200 -1%
CFM
817
Capricorn Fund Managers
United Kingdom
$5.36M -$64K -214 -1%
EDRH
818
Edmond de Rothschild Holding
Switzerland
$5.35M -$201K -671 -4%
EWM
819
Empirical Wealth Management
Washington
$5.34M +$1.01M +3,374 +25%
SFGP
820
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.34M +$134K +448 +3%
PTB
821
Pioneer Trust Bank
Oregon
$5.34M -$43.4K -145 -0.8%
FFA
822
Farther Finance Advisors
California
$5.32M +$1.7M +5,669 +50%
VC
823
Vestor Capital
Illinois
$5.32M -$145K -485 -3%
BCFS
824
Butensky & Cohen Financial Security
Florida
$5.32M +$2.51M +8,387 +97%
CIC
825
Crawford Investment Counsel
Georgia
$5.31M +$318K +1,063 +7%