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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1026
Finer Wealth Management
Massachusetts
$3.39M +$34.2K +430 +1%
TCOK
1027
Trust Company of Kansas
Kansas
$3.38M -$30.3K -381 -0.9%
GRP
1028
Global Retirement Partners
California
$3.38M +$3.39M +42,655 New
SFCL
1029
Strengthening Families & Communities LLC
Massachusetts
$3.37M +$86.9K +1,093 +3%
CWS
1030
Confluence Wealth Services
Pennsylvania
$3.36M +$51.3K +646 +2%
AAIM
1031
Asset Advisors Investment Management
Georgia
$3.35M -$465K -5,853 -12%
DIA
1032
Dana Investment Advisors
Wisconsin
$3.34M -$254K -3,199 -7%
GC
1033
Globeflex Capital
California
$3.34M
SAM
1034
Sompo Asset Management
Japan
$3.34M -$156K -1,960 -4%
CAIM
1035
Catherine Avery Investment Management
Florida
$3.34M +$502K +6,319 +18%
FFWA
1036
FRG Family Wealth Advisors
Washington
$3.32M -$20.9K -263 -0.6%
LIM
1037
Leavell Investment Management
Alabama
$3.31M -$185K -2,329 -5%
VCA
1038
Verdence Capital Advisors
Maryland
$3.3M -$336K -4,228 -9%
RC
1039
Roundview Capital
New Jersey
$3.3M -$204K -2,569 -6%
MG
1040
Mather Group
Illinois
$3.29M -$70K -880 -2%
PAMG
1041
Patton Albertson Miller Group
Tennessee
$3.29M -$60.6K -762 -2%
RSC
1042
Red Spruce Capital
Pennsylvania
$3.29M -$64.2K -808 -2%
FPF
1043
First Pacific Financial
Washington
$3.28M +$2.56M +32,266 +350%
PS
1044
Principal Securities
Iowa
$3.28M -$689K -8,668 -17%
WAM
1045
Wolverine Asset Management
Illinois
$3.26M +$1.69M +21,314 +107%
CW
1046
CreativeOne Wealth
Kansas
$3.26M +$213K +2,680 +7%
BSC
1047
Brown Shipley & Co
United Kingdom
$3.25M -$194K -2,446 -6%
CTI
1048
Community Trust & Investment
Kentucky
$3.25M +$16K +201 +0.5%
RP
1049
Rowlandmiller & Partners
Georgia
$3.24M +$15.9K +200 +0.5%
DAS
1050
Dynamic Advisor Solutions
Arizona
$3.23M -$442K -5,564 -12%