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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1001
Focus Partners Wealth
Massachusetts
$2.04M +$2.02M +18,785 New
LCM
1002
Landscape Capital Management
New Jersey
$2.04M +$381K +3,541 +23%
CIC
1003
Crawford Investment Counsel
Georgia
$2.03M
SHFA
1004
SS&H Financial Advisors
Michigan
$2.03M -$183K -1,700 -8%
AWAU
1005
Alliance Wealth Advisors (Utah)
Utah
$2.03M +$23.9K +222 +1%
DA
1006
Dover Advisors
Virginia
$2.03M -$510K -4,750 -20%
DRS
1007
Deane Retirement Strategies
Louisiana
$2.03M -$1.83K -17 -0.1%
MOS
1008
MGO One Seven
Ohio
$2.02M +$92.1K +857 +5%
NW
1009
NewEdge Wealth
Pennsylvania
$2.01M +$35.1K +327 +2%
PP
1010
Patron Partners
Texas
$2M -$27K -251 -1%
NFG
1011
Nations Financial Group
Iowa
$1.99M -$109K -1,010 -5%
KOC
1012
Koss-Olinger Consulting
Florida
$1.99M +$1.07M +9,989 +119%
BAMF
1013
BI Asset Management Fondsmaeglerselskab
Denmark
$1.99M -$1.2M -11,158 -38%
HT
1014
HAP Trading
New York
$1.99M +$1.97M +18,317 New
BDL
1015
Bey-Douglas LLC
Georgia
$1.99M +$1.97M +18,309 New
IA
1016
IFP Advisors
Florida
$1.98M -$218K -2,032 -10%
FNT
1017
First National Trust
Pennsylvania
$1.98M -$3.74M -34,794 -66%
ECM
1018
Exchange Capital Management
Michigan
$1.96M +$218K +2,028 +13%
IIA
1019
ICW Investment Advisors
Arizona
$1.95M +$22.9K +213 +1%
MPPLM
1020
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.94M +$86.7K +807 +5%
AGAM
1021
Audent Global Asset Management
California
$1.94M +$4.41K +41 +0.2%
IFWM
1022
Institute for Wealth Management
Colorado
$1.94M -$6.88K -64 -0.4%
IEFM
1023
IQ EQ Fund Management
Ireland
$1.93M -$28.6K -266 -1%
SCA
1024
St. Clair Advisors
Ohio
$1.93M +$15.3K +142 +0.8%
FLPIM
1025
F.L. Putnam Investment Management
Massachusetts
$1.93M -$513K -4,773 -21%