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Name Holding Trade Value Shares
Change
Change in
Stake
C
1301
Certuity
Florida
$2.22M -$388K -4,405 -13%
VWM
1302
Vivid Wealth Management
Iowa
$2.21M +$326K +3,701 +14%
MFS
1303
Monetta Financial Services
Illinois
$2.21M +$616K +7,000 +29%
HH
1304
Hilltop Holdings
Texas
$2.21M +$243K +2,763 +10%
CWS
1305
Confluence Wealth Services
Pennsylvania
$2.2M +$608K +6,906 +29%
FBC
1306
Fairfield, Bush & Co
Connecticut
$2.2M +$265K +3,011 +11%
GCA
1307
Gallagher Capital Advisors
Texas
$2.2M +$99.5K +1,130 +4%
CAL
1308
Capital Analysts LLC
Pennsylvania
$2.2M -$63.8K -724 -2%
HAM
1309
Harmony Asset Management
Arizona
$2.19M +$602K +6,841 +29%
BIA
1310
Beacon Investment Advisors
Maryland
$2.19M +$2.14M +24,332 +381%
FAM
1311
Formidable Asset Management
Ohio
$2.19M +$776K +8,813 +63%
ERSOT
1312
Employees Retirement System of Texas
Texas
$2.18M -$94M -1,066,926 -97%
AA
1313
Ancora Advisors
Ohio
$2.18M +$570K +6,467 +27%
CFG
1314
Cooper Financial Group
California
$2.17M -$747K -8,483 -22%
KJWM
1315
Kiley Juergens Wealth Management
Washington
$2.17M -$17.6K -200 -0.7%
VCA
1316
Verdence Capital Advisors
Maryland
$2.16M +$982K +11,147 +58%
CWM
1317
Cordatus Wealth Management
Pennsylvania
$2.16M +$11K +125 +0.4%
DWM
1318
Destination Wealth Management
California
$2.16M -$11.4K -129 -0.4%
RCAG
1319
Rehmann Capital Advisory Group
Michigan
$2.16M +$96.6K +1,097 +4%
AWA
1320
Arete Wealth Advisors
Illinois
$2.15M +$92.6K +1,051 +4%
WPA
1321
Wealth Preservation Advisors
Tennessee
$2.15M -$17K -193 -0.6%
GBT
1322
Grove Bank & Trust
Florida
$2.15M +$13.7K +155 +0.5%
BTWM
1323
Baker Tilly Wealth Management
Wisconsin
$2.14M -$11.2K -127 -0.4%
CIM
1324
CIM Investment Management
Pennsylvania
$2.14M -$244K -2,768 -8%
PIM
1325
Platinum Investment Management
Australia
$2.14M -$1.76M -20,023 -40%