Name Holding Trade Value Shares
Change
Change in
Stake
NBG
1076
Nancy B. Gardiner
$1.17M -$79.6K -568 -7%
FWM
1077
Filbrandt Wealth Management
Wisconsin
$1.17M +$1.11M +7,949 New
CC
1078
Cedar Capital
Illinois
$1.17M +$97.6K +697 +10%
RA
1079
RFG Advisory
Alabama
$1.17M +$399K +2,851 +56%
WA
1080
Wealth Architects
California
$1.17M -$225K -1,605 -17%
TFS
1081
TrustCore Financial Services
Tennessee
$1.16M -$43.6K -311 -4%
AWA
1082
ARS Wealth Advisors
Florida
$1.16M +$153K +1,094 +16%
GI
1083
GAMCO Investors
Connecticut
$1.16M -$174K -1,244 -14%
NCM
1084
Neumann Capital Management
California
$1.15M – – –
JIM
1085
Jupiter Investment Management
United Kingdom
$1.15M -$20.6M -147,047 -95%
BS
1086
Boenning & Scattergood
Pennsylvania
$1.14M +$61.8K +441 +6%
AFM
1087
Andesa Financial Management
Pennsylvania
$1.14M -$11.8K -84 -1%
HAC
1088
Harbor Advisory Corp
New Hampshire
$1.14M -$4.2K -30 -0.4%
IC
1089
IEQ Capital
California
$1.13M +$1.07M +7,675 New
SCM
1090
Salem Capital Management
Massachusetts
$1.13M -$46.1K -329 -4%
AWM
1091
Aevitas Wealth Management
Massachusetts
$1.12M +$430K +3,069 +68%
HWM
1092
HighMark Wealth Management
Minnesota
$1.12M +$1.06M +7,574 New
TA
1093
Tiedemann Advisors
New York
$1.12M +$127K +909 +14%
MWM
1094
Madison Wealth Management
Ohio
$1.11M +$1.06M +7,556 New
AIA
1095
Armor Investment Advisors
North Carolina
$1.11M – – –
RPWA
1096
Regent Peak Wealth Advisors
Georgia
$1.11M +$1.05M +7,499 New
DPIM
1097
Duff & Phelps Investment Management
Illinois
$1.1M – – –
AB
1098
Atlas Brown
Kentucky
$1.1M -$16.1K -115 -2%
QCG
1099
Quadrant Capital Group
Ohio
$1.1M +$88K +628 +9%
PWAP
1100
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.1M -$111K -796 -9%