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Name Holding Trade Value Shares
Change
Change in
Stake
I
1001
InvesTrust
Oklahoma
$3.36M -$37.9K -132 -1%
SCM
1002
Silvant Capital Management
Georgia
$3.35M
SFO
1003
Stenger Family Office
Illinois
$3.35M +$92K +321 +3%
BB
1004
Bell Bank
North Dakota
$3.35M +$183K +639 +5%
MAM
1005
Mirabaud Asset Management
United Kingdom
$3.35M +$3.59M +12,522 New
MAA
1006
Matrix Asset Advisors
New York
$3.33M +$3.22M +11,241 +1,028%
Empower Advisory Group
1007
Empower Advisory Group
Colorado
$3.33M -$74.3K -259 -2%
PA
1008
Profund Advisors
Maryland
$3.33M +$68.8K +240 +2%
IWA
1009
Icon Wealth Advisors
Texas
$3.33M +$15.2K +53 +0.4%
BTI
1010
Blue Trust Inc
Georgia
$3.32M -$219K -763 -6%
RHIG
1011
R.H. Investment Group
Arizona
$3.32M -$8.6K -30 -0.2%
CTA
1012
Clear Trail Advisors
Texas
$3.32M -$284K -992 -7%
CT
1013
Coastline Trust
Rhode Island
$3.32M -$57.3K -200 -2%
PWS
1014
Peterson Wealth Services
Utah
$3.31M -$64.8K -226 -2%
QIM
1015
Quantitative Investment Management
Virginia
$3.31M +$3.51M +12,246 New
SWM
1016
Sterling Wealth Management
Illinois
$3.29M -$287 -1 -0%
UAS
1017
United Asset Strategies
New York
$3.28M +$52.2K +182 +2%
WP
1018
WealthShield Partners
North Carolina
$3.28M -$1.34M -4,680 -28%
RMDI
1019
R.M. Davis Inc
Maine
$3.27M +$76.6K +267 +2%
SG
1020
StoneX Group
New York
$3.25M -$338K -1,180 -9%
ITC
1021
Inspire Trust Company
Nevada
$3.24M +$3.44M +12,000 New
AF
1022
Alerus Financial
North Dakota
$3.24M +$890K +3,104 +35%
AO
1023
Advisor OS
Illinois
$3.24M +$47.9K +167 +1%
HT
1024
Heritage Trust
Oklahoma
$3.23M -$8.03K -28 -0.2%
VWM
1025
Vertrix Wealth Management
Michigan
$3.23M +$380K +1,326 +12%