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Name Holding Trade Value Shares
Change
Change in
Stake
BMA
1051
Brooks Moore & Associates
Tennessee
$2.83M +$72.1K +941 +3%
SP
1052
Symmetry Partners
Connecticut
$2.81M -$97.1K -1,268 -3%
OIA
1053
OneDigital Investment Advisors
Kansas
$2.79M +$1.84M +23,993 +220%
BDF
1054
Balasa Dinverno & Foltz
$2.79M +$985K +12,864 +59%
BWL
1055
Bogart Wealth LLC
Virginia
$2.78M +$256K +3,345 +11%
BL
1056
BFSG LLC
California
$2.76M -$41.7K -544 -2%
BOTW
1057
Bank of the West
California
$2.75M -$142K -1,852 -5%
UR
1058
USCA RIA
Texas
$2.75M -$1.11M -14,535 -30%
FA
1059
FMA Advisory
Pennsylvania
$2.74M -$12K -157 -0.5%
AAS
1060
Avantax Advisory Services
Texas
$2.74M +$448K +5,851 +21%
RG
1061
Rikoon Group
New Mexico
$2.74M -$3.75K -49 -0.1%
AI
1062
ArchPoint Investors
Florida
$2.73M -$2.74M -35,755 -51%
NIT
1063
NumerixS Investment Technologies
British Columbia, Canada
$2.72M +$1.51M +19,773 +139%
AWM
1064
Altium Wealth Management
New York
$2.71M -$34.9K -456 -1%
EH
1065
Employers Holdings
Nevada
$2.71M +$2.59M +33,839 New
DWM
1066
Dakota Wealth Management
Florida
$2.69M -$46.5K -607 -2%
FSA
1067
Fort Sheridan Advisors
Illinois
$2.69M +$185K +2,410 +8%
CCFCSB
1068
Cape Cod Five Cents Savings Bank
Massachusetts
$2.69M -$46.4K -606 -2%
DCM
1069
Donaldson Capital Management
Indiana
$2.69M -$105K -1,371 -4%
GFPC
1070
Global Financial Private Capital
Florida
$2.68M -$1.36M -17,764 -35%
CPA
1071
Capital Planning Advisors
California
$2.68M +$63.8K +833 +3%
BJL
1072
Brighton Jones LLC
Washington
$2.68M -$86.1K -1,125 -3%
ACM
1073
Alpha Capital Management
Texas
$2.67M +$22.6K +295 +0.9%
ST
1074
Smithfield Trust
Pennsylvania
$2.66M +$24.5K +320 +1%
AIM
1075
Anchor Investment Management
South Carolina
$2.66M +$57.7K +754 +2%