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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
876
Jessup Wealth Management
Ohio
$4.55M +$4.56M +311,110 New
CCG
877
Chatham Capital Group
Georgia
$4.52M +$129K +8,770 +3%
IPAM
878
ICICI Prudential Asset Management
India
$4.5M +$392K +26,760 +10%
CAM
879
Covenant Asset Management
New Jersey
$4.5M +$572K +38,990 +15%
ZB
880
Zions Bancorporation
Utah
$4.49M +$370K +25,260 +9%
SWA
881
SOA Wealth Advisors
New York
$4.48M -$38.3K -2,610 -0.8%
VCP
882
Verus Capital Partners
Arizona
$4.47M -$576K -39,280 -11%
U.S. Capital Wealth Advisors
883
U.S. Capital Wealth Advisors
Texas
$4.47M +$460K +31,370 +11%
AAM
884
Azzad Asset Management
Virginia
$4.46M -$741K -50,520 -14%
B
885
Bensler
Washington
$4.44M +$97.1K +6,620 +2%
FFP
886
FourThought Financial Partners
Florida
$4.43M +$4.44M +303,050 New
LBC
887
Lawrence B. Cohen
$4.42M +$2.35M +160,160 +112%
GW & Wade
888
GW & Wade
Massachusetts
$4.42M +$323K +22,020 +8%
RC
889
Roundview Capital
New Jersey
$4.41M -$147 -10 -0%
Jones Financial Companies
890
Jones Financial Companies
Missouri
$4.39M +$762K +51,960 +21%
CI
891
Cigna Investments
Connecticut
$4.39M +$5.28K +360 +0.1%
LI
892
LMCG Investments
Massachusetts
$4.39M +$524K +35,720 +14%
PFS Investments
893
PFS Investments
Georgia
$4.38M -$34.8K -2,370 -0.8%
SIG
894
Sky Investment Group
Connecticut
$4.38M +$440 +30 +0%
LOAMS
895
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.37M +$512K +34,890 +13%
BMWM
896
Brown Miller Wealth Management
Virginia
$4.36M -$11.1K -760 -0.3%
PA
897
Paragon Advisors
Texas
$4.34M -$914K -62,310 -17%
CFG
898
Cambridge Financial Group
Ohio
$4.34M -$374K -25,500 -8%
WTA
899
Washington Trust Advisors
Massachusetts
$4.33M -$362K -24,650 -8%
Mission Wealth Management
900
Mission Wealth Management
California
$4.32M -$123K -8,400 -3%