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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1551
Great Valley Advisor Group
Delaware
$1.17M +$1.12M +26,880 New
WFM
1552
Wolff Financial Management
Michigan
$1.17M +$1.17M +28,189 New
GCP
1553
GSA Capital Partners
United Kingdom
$1.17M -$58.4K -1,406 -5%
MWA
1554
Meridian Wealth Advisors
Texas
$1.16M +$1.17M +28,103 New
WIA
1555
Westbourne Investment Advisors
Maryland
$1.16M +$131K +3,162 +13%
PSG
1556
Planning Solutions Group
Maryland
$1.16M +$1.17M +28,090 New
BWP
1557
Baldwin Wealth Partners
Massachusetts
$1.16M +$8.76K +211 +0.8%
AS
1558
Altshuler Shaham
Israel
$1.16M -$418K -10,074 -26%
PFS
1559
Physicians Financial Services
North Carolina
$1.16M +$354K +8,535 +44%
OIA
1560
OneDigital Investment Advisors
Kansas
$1.16M +$293K +7,053 +34%
FIB
1561
First Interstate Bank
Montana
$1.16M -$155K -3,741 -12%
KCM
1562
Kempner Capital Management
Texas
$1.16M
VCM
1563
Violich Capital Management
California
$1.16M
GA
1564
Greytown Advisors
Florida
$1.15M +$21.5K +518 +2%
WPA
1565
West Paces Advisors
Georgia
$1.15M -$6.93K -167 -0.6%
NAMP
1566
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.14M -$13.1K -316 -1%
MWM
1567
Modera Wealth Management
New Jersey
$1.13M -$53.1K -1,279 -4%
AI
1568
Accredited Investors
Minnesota
$1.13M -$18.8K -453 -2%
AGA
1569
Accuvest Global Advisors
Utah
$1.13M +$80.8K +1,946 +8%
GWCM
1570
Godshalk Welsh Capital Management
Pennsylvania
$1.13M +$61.1K +1,471 +6%
HIIFS
1571
Harel Insurance Investments & Financial Services
Israel
$1.12M +$438K +10,540 +64%
TFCM
1572
Taylor Frigon Capital Management
Arizona
$1.12M +$249 +6 +0%
BPA
1573
Beacon Pointe Advisors
California
$1.12M +$1.12M +26,982 New
QCIG
1574
Quad-Cities Investment Group
Iowa
$1.12M +$374 +9 +0%
WWM
1575
Western Wealth Management
Colorado
$1.12M +$1.12M +27,100 New