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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1001
Icon Wealth Partners
Texas
$4.93M -$361K -3,346 -7%
IAN
1002
Integrated Advisors Network
Texas
$4.93M -$318K -2,954 -6%
DIP
1003
DT Investment Partners
Pennsylvania
$4.93M +$1.19M +11,028 +30%
VWM
1004
Valley Wealth Managers
New Jersey
$4.92M -$126K -1,165 -2%
BMA
1005
Brooks Moore & Associates
Tennessee
$4.92M +$141K +1,312 +3%
MWA
1006
Meridian Wealth Advisors
Texas
$4.91M +$196K +1,823 +4%
PWP
1007
Perfromance Wealth Partners
Illinois
$4.91M +$542K +5,030 +12%
B
1008
Bailard
California
$4.91M +$399K +3,698 +8%
SHFA
1009
SS&H Financial Advisors
Michigan
$4.91M +$5.13M +47,642 New
SSB
1010
Sandy Spring Bank
Maryland
$4.9M -$186K -1,723 -3%
SIM
1011
Studio Investment Management
Illinois
$4.9M -$220K -2,040 -4%
PTC
1012
Philadelphia Trust Company
Pennsylvania
$4.9M +$92.2K +855 +2%
LCM
1013
Legato Capital Management
California
$4.9M +$86.3K +801 +2%
VC
1014
Vestor Capital
Illinois
$4.89M -$9.84M -91,318 -66%
FM
1015
Foster & Motley
Ohio
$4.88M +$75.1K +697 +1%
EA
1016
Ellsworth Advisors
Ohio
$4.86M +$50.8K +471 +1%
AFG
1017
Albion Financial Group
Utah
$4.86M +$561K +5,205 +12%
AC
1018
Abbrea Capital
California
$4.86M -$1.08K -10 -0%
DFG
1019
Demars Financial Group
Washington
$4.86M -$87.5K -812 -2%
CT
1020
Chicago Trust
Illinois
$4.86M -$14.6K -135 -0.3%
CNBTD
1021
Citizens National Bank Trust Department
Mississippi
$4.85M -$39.3K -365 -0.8%
VAS
1022
Vestmark Advisory Solutions
Massachusetts
$4.84M -$8.43M -78,256 -62%
DA
1023
Duality Advisers
Florida
$4.83M +$5.06M +46,922 New
NFG
1024
Nations Financial Group
Iowa
$4.82M -$2.16M -20,059 -30%
SCP
1025
Sandhill Capital Partners
New York
$4.81M +$66.6K +618 +1%