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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1051
Journey Advisory Group
Kentucky
$1.69M -$20.5K -137 -1%
GT
1052
Greenleaf Trust
Michigan
$1.68M +$340K +2,274 +28%
CFFP
1053
Center for Financial Planning
Michigan
$1.68M -$4.34K -29 -0.3%
MWM
1054
Modera Wealth Management
New Jersey
$1.68M -$214K -1,430 -12%
ODCM
1055
Old Dominion Capital Management
Virginia
$1.67M +$24.5K +164 +2%
AIP
1056
Ameritas Investment Partners
Nebraska
$1.67M -$67.8K -453 -4%
YIA
1057
YHB Investment Advisors
Connecticut
$1.67M +$34.3K +229 +2%
SMC
1058
Smith, Moore & Co
Missouri
$1.67M +$87K +581 +6%
MAFM
1059
Mid Atlantic Financial Management
Pennsylvania
$1.66M -$33.5K -224 -2%
BAM
1060
Brave Asset Management
New Jersey
$1.66M +$1.54M +10,305 New
ADBIC
1061
A.D. Beadell Investment Counsel
Wisconsin
$1.66M +$1.54M +10,298 New
NHC
1062
Nicholas Hoffman & Company
Georgia
$1.66M +$38.5K +257 +3%
MCCP
1063
Mission Creek Capital Partners
California
$1.65M +$17.1K +114 +1%
HH
1064
Hilltop Holdings
Texas
$1.65M +$9.58K +64 +0.6%
QP
1065
Quilter Plc
United Kingdom
$1.65M +$231K +1,542 +18%
MCM
1066
Maryland Capital Management
Maryland
$1.65M +$417K +2,783 +37%
FC
1067
FORA Capital
Florida
$1.63M -$1.83M -12,258 -55%
IBOK
1068
Independence Bank of Kentucky
Kentucky
$1.63M +$49.5K +331 +3%
SBL
1069
Sargent Bickham Lagudis
Colorado
$1.63M -$4.94K -33 -0.3%
OC
1070
Oakworth Capital
Alabama
$1.62M +$35.9K +240 +2%
SC
1071
SRB Corp
Massachusetts
$1.62M +$700K +4,678 +87%
BWL
1072
Bogart Wealth LLC
Virginia
$1.62M +$433K +2,891 +40%
TFS
1073
TrustCore Financial Services
Tennessee
$1.61M +$89.2K +596 +6%
WAM
1074
Wolverine Asset Management
Illinois
$1.59M +$1.48M +9,892 New
BFA
1075
Benedict Financial Advisors
Georgia
$1.58M +$8.38K +56 +0.6%