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Name Holding Trade Value Shares
Change
Change in
Stake
UR
851
USCA RIA
Texas
$2.66M +$518K +64,040 +30%
JIC
852
Johnson Investment Counsel
Ohio
$2.64M +$115K +14,200 +5%
DAS
853
Dynamic Advisor Solutions
Arizona
$2.64M +$237K +29,240 +12%
NNP
854
Nachman Norwood & Parrott
South Carolina
$2.64M +$25.2K +3,120 +1%
WWM
855
Western Wealth Management
Colorado
$2.64M +$670K +82,760 +43%
SCA
856
Stonebridge Capital Advisors
Minnesota
$2.63M -$1.7M -210,080 -43%
MA
857
Montag & Associates
Georgia
$2.63M -$245K -30,320 -10%
PGIM
858
Pacific Global Investment Management
California
$2.62M -$80.9K -10,000 -3%
LWCFA
859
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.6M -$105K -13,000 -5%
SBF
860
Sara-Bay Financial
Florida
$2.6M +$2.22M +274,680 New
HZ
861
Hixon Zuercher
Ohio
$2.59M +$2.2M +272,400 New
CGL
862
Clarius Group LLC
Washington
$2.58M +$100K +12,360 +5%
BFEC
863
Benjamin F. Edwards & Company
Missouri
$2.58M +$254K +31,360 +13%
IC
864
Intersect Capital
California
$2.57M +$12.3K +1,520 +0.6%
PF
865
Phoenix Financial
Israel
$2.56M +$865K +106,960 +58%
MAM
866
Martingale Asset Management
Massachusetts
$2.55M +$261K +32,200 +14%
VIP
867
Vantage Investment Partners
Missouri
$2.55M +$551K +68,120 +34%
EIM
868
Essex Investment Management
Massachusetts
$2.55M +$553K +68,400 +34%
HMS
869
Hanseatic Management Services
New Mexico
$2.53M +$16.2K +2,000 +0.8%
MOS
870
MGO One Seven
Ohio
$2.53M +$130K +16,120 +6%
BHWM
871
Bar Harbor Wealth Management
New Hampshire
$2.53M +$296K +36,640 +16%
BIM
872
Baldwin Investment Management
Pennsylvania
$2.53M +$7.12K +880 +0.3%
MIA
873
MainStreet Investment Advisors
Illinois
$2.53M +$669K +82,680 +45%
FAM
874
Formidable Asset Management
Ohio
$2.52M -$1.29K -160 -0.1%
Members Trust
875
Members Trust
Florida
$2.52M +$2.14M +264,960 New