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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1401
Stratos Wealth Advisors
Ohio
$1.22M +$173K +2,307 +18%
CPO
1402
Cerity Partners OCIO
New York
$1.21M -$1.25M -16,689 -52%
CBU
1403
CIBC Bank USA
Illinois
$1.2M -$163K -2,174 -13%
BWM
1404
BT Wealth Management
Georgia
$1.19M -$463K -6,192 -29%
FBC
1405
Fairfield, Bush & Co
Connecticut
$1.19M +$157K +2,096 +16%
AWM
1406
Altavista Wealth Management
North Carolina
$1.18M
FPS
1407
Fieldpoint Private Securities
Connecticut
$1.18M +$70.6K +944 +7%
BOE
1408
Bank of Edwardsville
Illinois
$1.18M +$1.12M +14,917 New
NHC
1409
Nicholas Hoffman & Company
Georgia
$1.18M +$15.4K +206 +1%
VI
1410
Versor Investments
New York
$1.18M +$321K +4,297 +41%
UF
1411
Univest Financial
Pennsylvania
$1.18M -$67.5K -903 -6%
ROTUOC
1412
Regents of the University of California
California
$1.18M
OIA
1413
Optimum Investment Advisors
Illinois
$1.18M +$43.7K +584 +4%
TFF
1414
The Family Firm
Maryland
$1.18M +$598 +8 +0.1%
VC
1415
Vicus Capital
Pennsylvania
$1.17M -$5.68K -76 -0.5%
KWMG
1416
King Wealth Management Group
Florida
$1.17M +$94.2K +1,259 +9%
CAW
1417
Cornerstone Advisors (Washington)
Washington
$1.17M -$17.7K -236 -2%
CA
1418
Calton & Associates
Florida
$1.17M -$393K -5,256 -26%
WPP
1419
Whalerock Point Partners
Rhode Island
$1.17M +$324K +4,329 +42%
PC
1420
Port Capital
Illinois
$1.16M -$34.9K -467 -3%
ACG
1421
Allen Capital Group
Nebraska
$1.16M -$27.3K -365 -2%
CGA
1422
Crescent Grove Advisors
Illinois
$1.15M +$5.31K +71 +0.5%
AB
1423
Atlas Brown
Kentucky
$1.15M -$83.5K -1,116 -7%
TSWM
1424
Triangle Securities Wealth Management
North Carolina
$1.15M -$80K -1,070 -7%
MYIA
1425
Mount Yale Investment Advisors
Colorado
$1.14M -$25.7K -344 -2%