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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1801
Lantz Financial
Illinois
$1.91M +$1.48K +12 +0.1%
SFS
1802
Stiles Financial Services
Minnesota
$1.91M -$23.5K -191 -1%
DG
1803
DMC Group
Alabama
$1.91M -$21.2K -172 -1%
ZB
1804
Zions Bancorporation
Utah
$1.9M -$145K -1,173 -8%
BIA
1805
Bigelow Investment Advisors
Maine
$1.9M -$125K -1,012 -7%
RIA
1806
Realta Investment Advisors
Delaware
$1.9M +$34.4K +279 +2%
PPWP
1807
Premier Path Wealth Partners
New Jersey
$1.89M +$986 +8 +0.1%
NG
1808
Norden Group
Utah
$1.89M +$255K +2,068 +17%
HWMA
1809
Heritage Wealth Management (Arizona)
Arizona
$1.89M -$35.6K -289 -2%
LA
1810
LM Advisors
California
$1.89M -$416K -3,371 -19%
IFU
1811
iSAM Funds (UK)
United Kingdom
$1.88M +$1.75M +14,237 New
SWM
1812
Segment Wealth Management
Texas
$1.88M +$171K +1,388 +11%
PAA
1813
Peregrine Asset Advisers
Oregon
$1.88M -$895K -7,264 -34%
MSAM
1814
Moloney Securities Asset Management
Missouri
$1.87M -$62.1K -504 -3%
BSA
1815
Bull Street Advisors
Georgia
$1.87M
PMFA
1816
Plante Moran Financial Advisors
Michigan
$1.87M -$4.93K -40 -0.3%
LA
1817
Lindenwold Advisors
Pennsylvania
$1.87M -$25.3K -205 -1%
LF
1818
Lee Financial
Texas
$1.87M -$14.7K -119 -0.8%
JCM
1819
Janney Capital Management
Pennsylvania
$1.87M -$26.7K -217 -2%
RFA
1820
Register Financial Advisors
Georgia
$1.86M -$62.1K -504 -3%
CFS
1821
CRA Financial Services
New Jersey
$1.86M -$18.7K -152 -1%
EW
1822
Evoke Wealth
California
$1.86M +$1.72M +13,988 New
CT
1823
Colonial Trust
South Carolina
$1.85M +$27.4K +222 +2%
AWM
1824
Avior Wealth Management
Nebraska
$1.85M +$1.24M +10,059 +254%
EA
1825
Everpar Advisors
Oklahoma
$1.85M -$705K -5,721 -29%