Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
901
Concourse Financial Group Securities
Alabama
$1.1M +$89.2K +875 +9%
MYIA
902
Mount Yale Investment Advisors
Colorado
$1.1M -$6.12K -60 -0.5%
PPW
903
Parcion Private Wealth
Washington
$1.1M -$114K -1,116 -9%
TCM
904
Triumph Capital Management
Colorado
$1.09M -$299K -2,935 -21%
IRAG
905
Investment Research & Advisory Group
Georgia
$1.08M -$311K -3,053 -22%
MWM
906
Modera Wealth Management
New Jersey
$1.08M -$17.1K -168 -2%
HCM
907
Howland Capital Management
Massachusetts
$1.08M -$454K -4,455 -29%
CWM
908
C2C Wealth Management
Arizona
$1.08M -$212K -2,075 -16%
KNW
909
Kesler Norman & Wride
Utah
$1.08M +$424K +4,162 +63%
VFA
910
Valeo Financial Advisors
Indiana
$1.07M +$146K +1,434 +16%
BIA
911
Bigelow Investment Advisors
Maine
$1.07M +$6.12K +60 +0.6%
WSTAM
912
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M +$117K +1,152 +12%
BIC
913
Beach Investment Counsel
Pennsylvania
$1.07M -$109K -1,067 -9%
CS
914
Comerica Securities
Michigan
$1.07M -$5K -49 -0.5%
PP
915
Paloma Partners
Connecticut
$1.07M +$1.08M +10,629 New
Aristotle Capital Management
916
Aristotle Capital Management
California
$1.07M -$20.7K -203 -2%
FFBTD
917
First Financial Bank - Trust Division
Ohio
$1.06M +$46.7K +458 +5%
S
918
SignatureFD
Georgia
$1.06M +$272K +2,665 +34%
UBV
919
United Bank (Virginia)
Virginia
$1.06M -$180K -1,761 -14%
HAS
920
HBW Advisory Services
California
$1.06M +$3.67K +36 +0.3%
CCM
921
CAAS Capital Management
New York
$1.06M +$1.08M +10,591 New
HI
922
Hudock Inc
Pennsylvania
$1.06M -$49.7K -487 -4%
CWMGP
923
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.06M -$513K -5,033 -32%
ECM
924
Evergreen Capital Management
Washington
$1.06M +$395K +3,872 +58%
V
925
VeraBank
Texas
$1.06M – – –