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Name Holding Trade Value Shares
Change
Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$2M +$199K +1,315 +11%
MFG
852
Merit Financial Group
Georgia
$1.99M +$1.53M +10,070 +264%
ECM
853
Evergreen Capital Management
Washington
$1.99M +$60.6K +400 +3%
CA
854
Cornerstone Advisors
North Carolina
$1.98M -$303K -2,000 -13%
IFWM
855
Institute for Wealth Management
Colorado
$1.98M
PIM
856
Plato Investment Management
Australia
$1.98M +$1.84M +12,170 +1,502%
MIC
857
Means Investment Company
Maine
$1.98M -$32.6K -215 -2%
EH
858
Equitable Holdings
New York
$1.96M +$502K +3,315 +35%
LFP
859
Leeward Financial Partners
Washington
$1.96M +$89.4K +590 +5%
KWM
860
Kingsview Wealth Management
Oregon
$1.96M +$135K +890 +7%
WI
861
WrapManager Inc
California
$1.93M -$567K -3,745 -23%
ISWM
862
Independent Solutions Wealth Management
New York
$1.92M -$79.5K -525 -4%
LJAC
863
L.J. Altfest & Co
New York
$1.92M -$158K -1,045 -8%
TFS
864
Thoroughbred Financial Services
Tennessee
$1.92M -$539K -3,555 -22%
AO
865
Advisor OS
Illinois
$1.92M +$197K +1,300 +12%
TSW
866
Three Seasons Wealth
Utah
$1.91M -$105K -695 -5%
KFBMI
867
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.91M
VFA
868
Voya Financial Advisors
Connecticut
$1.9M -$173K -1,140 -8%
FFA
869
Farther Finance Advisors
California
$1.9M -$3.79K -25 -0.2%
NS
870
NBC Securities
Alabama
$1.89M -$192K -1,270 -9%
SWM
871
SeaCrest Wealth Management
New York
$1.89M +$34.1K +225 +2%
MMA
872
Miracle Mile Advisors
California
$1.88M +$28K +185 +2%
BCM
873
BluePointe Capital Management
California
$1.88M -$6.82K -45 -0.4%
GL
874
Graypoint LLC
New York
$1.87M -$181K -1,195 -9%
DCM
875
Donaldson Capital Management
Indiana
$1.87M +$153K +1,010 +9%