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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2101
McGlone Suttner Wealth Management
Wisconsin
$1.2M -$238K -1,849 -14%
AA
2102
Apriem Advisors
California
$1.2M -$2.45K -19 -0.2%
CBA
2103
Coastal Bridge Advisors
Connecticut
$1.2M -$178K -1,380 -12%
GFA
2104
Gallagher Fiduciary Advisors
Illinois
$1.2M +$191K +1,485 +18%
GFG
2105
Greystone Financial Group
Michigan
$1.2M +$420K +3,257 +51%
FGI
2106
Foresight Global Investors
New York
$1.2M
AIA
2107
Alera Investment Advisors
Illinois
$1.2M +$412K +3,198 +49%
FWTB
2108
First Western Trust Bank
Colorado
$1.19M -$10.4K -81 -0.8%
SPA
2109
Sherbrooke Park Advisers
New York
$1.19M +$1.24M +9,623 New
FDCP
2110
Foster Dykema Cabot & Partners
Massachusetts
$1.19M -$12.9K -100 -1%
IFWM
2111
Institute for Wealth Management
Colorado
$1.19M +$158K +1,227 +15%
FF
2112
Fluent Financial
Texas
$1.19M +$848K +6,584 +218%
KA
2113
Klingman & Associates
New York
$1.19M +$89.4K +694 +8%
WG
2114
Wealth Group
North Carolina
$1.19M -$14.2K -110 -1%
RWPA
2115
Richard W. Paul & Associates
Michigan
$1.18M -$11.6K -90 -0.9%
SBF
2116
Sara-Bay Financial
Florida
$1.18M +$156K +1,208 +15%
PWAM
2117
Pinnacle West Asset Management
Wyoming
$1.17M
FBFS
2118
First Business Financial Services
Wisconsin
$1.17M -$54K -419 -4%
RIS
2119
Retirement Income Solutions
Michigan
$1.17M -$14.6K -113 -1%
ET
2120
Entropy Technologies
New York
$1.17M +$1.22M +9,441 New
DWM
2121
Drive Wealth Management
Utah
$1.17M +$148K +1,148 +14%
NL
2122
NVWM LLC
Pennsylvania
$1.16M +$45.3K +352 +4%
CF
2123
Convergence Financial
Missouri
$1.16M +$1.21M +9,362 New
GF
2124
Gries Financial
Ohio
$1.16M -$147K -1,139 -11%
RZH
2125
Relyea Zuckerberg Hanson
Connecticut
$1.15M +$111K +862 +10%