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Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
1051
Meridian Wealth Management
Kentucky
$1.69M +$90.7K +606 +6%
JAG
1052
Journey Advisory Group
Kentucky
$1.69M -$20.5K -137 -1%
Greenleaf Trust
1053
Greenleaf Trust
Michigan
$1.68M +$340K +2,274 +28%
CFFP
1054
Center for Financial Planning
Michigan
$1.68M -$4.34K -29 -0.3%
Modera Wealth Management
1055
Modera Wealth Management
New Jersey
$1.68M -$214K -1,430 -12%
ODCM
1056
Old Dominion Capital Management
Virginia
$1.67M +$24.5K +164 +2%
Ameritas Investment Partners
1057
Ameritas Investment Partners
Nebraska
$1.67M -$67.8K -453 -4%
YIA
1058
YHB Investment Advisors
Connecticut
$1.67M +$34.3K +229 +2%
SMC
1059
Smith, Moore & Co
Missouri
$1.67M +$87K +581 +6%
MAFM
1060
Mid Atlantic Financial Management
Pennsylvania
$1.66M -$33.5K -224 -2%
BAM
1061
Brave Asset Management
New Jersey
$1.66M +$1.54M +10,305 New
ADBIC
1062
A.D. Beadell Investment Counsel
Wisconsin
$1.66M +$1.54M +10,298 New
Nicholas Hoffman & Company
1063
Nicholas Hoffman & Company
Georgia
$1.66M +$38.5K +257 +3%
MCCP
1064
Mission Creek Capital Partners
California
$1.65M +$17.1K +114 +1%
HH
1065
Hilltop Holdings
Texas
$1.65M +$9.58K +64 +0.6%
Quilter Plc
1066
Quilter Plc
United Kingdom
$1.65M +$231K +1,542 +18%
MCM
1067
Maryland Capital Management
Maryland
$1.65M +$417K +2,783 +37%
FC
1068
FORA Capital
Florida
$1.63M -$1.83M -12,258 -55%
IBOK
1069
Independence Bank of Kentucky
Kentucky
$1.63M +$49.5K +331 +3%
SBL
1070
Sargent Bickham Lagudis
Colorado
$1.63M -$4.94K -33 -0.3%
OC
1071
Oakworth Capital
Alabama
$1.62M +$35.9K +240 +2%
SC
1072
SRB Corp
Massachusetts
$1.62M +$700K +4,678 +87%
Bogart Wealth LLC
1073
Bogart Wealth LLC
Virginia
$1.62M +$433K +2,891 +40%
TFS
1074
TrustCore Financial Services
Tennessee
$1.61M +$89.2K +596 +6%
Wolverine Asset Management
1075
Wolverine Asset Management
Illinois
$1.59M +$1.48M +9,892 New