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Name Holding Trade Value Shares
Change
Change in
Stake
RCIM
1426
Red Cedar Investment Management
Michigan
$1.67M
SAM
1427
Sectoral Asset Management
Quebec, Canada
$1.67M -$477K -6,000 -22%
JWM
1428
Jeppson Wealth Management
California
$1.66M -$173K -2,177 -9%
MWM
1429
Modern Wealth Management
Kansas
$1.65M -$104K -1,314 -6%
CIA
1430
Compass Ion Advisors
Pennsylvania
$1.64M -$62.3K -784 -4%
VNA
1431
Valley National Advisers
Pennsylvania
$1.64M +$81K +1,019 +5%
WGC
1432
Watts Gwilliam & Co
Arizona
$1.63M -$239K -3,009 -13%
AWM
1433
Aviso Wealth Management
Washington
$1.63M +$82K +1,032 +5%
LFA
1434
Legacy Financial Advisors
Kentucky
$1.63M +$985K +12,392 +151%
CCWA
1435
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.63M -$357K -4,490 -18%
BMC
1436
Beaton Management Company
Massachusetts
$1.62M +$15.9K +200 +1%
SWM
1437
Silverlake Wealth Management
Vermont
$1.62M +$5.8K +73 +0.4%
JIP
1438
Jaffetilchin Investment Partners
Florida
$1.62M -$819K -10,298 -33%
FAM
1439
Fred Alger Management
New York
$1.62M -$2M -25,221 -55%
CAAS
1440
Capital Asset Advisory Services
Michigan
$1.62M +$35K +440 +2%
CII
1441
Capital International Inc
California
$1.61M -$996K -12,535 -38%
FAP
1442
Financial Advisory Partners
Florida
$1.61M -$66.5K -837 -4%
SWA
1443
Stratos Wealth Advisors
Ohio
$1.61M -$116K -1,454 -7%
SSWM
1444
Sheets Smith Wealth Management
North Carolina
$1.61M -$1.83K -23 -0.1%
CCP
1445
Clarkston Capital Partners
Michigan
$1.6M +$170K +2,143 +12%
ADL
1446
Asset Dedication LLC
California
$1.6M -$115K -1,448 -7%
FCT
1447
Family Capital Trust
Massachusetts
$1.6M
SIP
1448
Stoneridge Investment Partners
Pennsylvania
$1.6M
SFS
1449
Strategic Financial Services
New York
$1.6M -$32.6K -410 -2%
SP
1450
SWS Partners
Ohio
$1.6M -$14.3K -180 -0.9%