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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1101
Prestige Wealth Management Group
New Jersey
$4.71M -$80.2K -685 -2%
KP
1102
Keel Point
Alabama
$4.71M -$322K -2,754 -7%
BBA
1103
BLB&B Advisors
Pennsylvania
$4.67M -$226K -1,930 -5%
PCP
1104
Proficio Capital Partners
Massachusetts
$4.67M +$2.05M +17,526 +93%
NP
1105
NorthRock Partners
Minnesota
$4.66M +$233K +1,987 +6%
MCM
1106
Manchester Capital Management
Vermont
$4.65M -$6.44K -55 -0.2%
IAS
1107
Insigneo Advisory Services
Florida
$4.64M +$2.42M +20,653 +134%
LWA
1108
Lineweaver Wealth Advisors
Ohio
$4.62M +$270K +2,306 +7%
BL
1109
BFSG LLC
California
$4.62M -$45.8K -391 -1%
SF
1110
Symphony Financial
Texas
$4.61M +$55.1K +471 +1%
AWM
1111
Aprio Wealth Management
Georgia
$4.61M +$14.6K +125 +0.3%
MFGM
1112
Marshall Financial Group (Maryland)
Maryland
$4.6M +$395K +3,378 +10%
Primecap Management
1113
Primecap Management
California
$4.59M -$23.4K -200 -0.6%
BWAM
1114
Boyd Watterson Asset Management
Ohio
$4.57M – – –
DWT
1115
Dorsey & Whitney Trust
South Dakota
$4.56M -$89.9K -768 -2%
CT
1116
Caldwell Trust
Florida
$4.56M -$174K -1,486 -4%
PAM
1117
Palisade Asset Management
Minnesota
$4.55M +$22.9K +196 +0.6%
NCM
1118
Northside Capital Management
Oregon
$4.53M -$78.4K -670 -2%
FLI
1119
Family Legacy Inc
South Carolina
$4.52M +$936 +8 +0%
OPW
1120
Osprey Private Wealth
New York
$4.52M +$159K +1,360 +4%
OIM
1121
Opus Investment Management
Massachusetts
$4.5M – – –
AF
1122
Ally Financial
Michigan
$4.5M +$1.17M +10,000 +40%
WAP
1123
Wealthcare Advisory Partners
Pennsylvania
$4.48M -$294K -2,513 -7%
TBA
1124
Tower Bridge Advisors
Pennsylvania
$4.48M -$46.7K -399 -1%
MCA
1125
Magnolia Capital Advisors
Mississippi
$4.46M -$10.1K -86 -0.2%