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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
826
LMG Wealth Partners
Louisiana
$1.3M +$1.55M +19,855 New
NW
827
NewEdge Wealth
Pennsylvania
$1.3M -$129K -1,658 -8%
BG
828
Bahl & Gaynor
Ohio
$1.29M -$14.2K -182 -0.9%
PWM
829
Perigon Wealth Management
California
$1.29M -$125K -1,600 -8%
FCM
830
Fieldview Capital Management
Michigan
$1.28M +$1.53M +19,667 New
BFA
831
Brown Financial Advisors
Ohio
$1.28M +$364K +4,674 +31%
NHC
832
Nicholas Hoffman & Company
Georgia
$1.28M +$45.1K +579 +3%
SNBOSCI
833
Security National Bank of Sioux City Iowa
Iowa
$1.28M +$147K +1,883 +11%
QCG
834
Quadrant Capital Group
Ohio
$1.27M +$660K +8,472 +77%
PI
835
PFG Investments
New York
$1.27M +$369K +4,741 +32%
NP
836
Ninepoint Partners
Ontario, Canada
$1.26M -$123K -1,581 -8%
BFG
837
Bleakley Financial Group
New Jersey
$1.26M +$176K +2,254 +13%
OCBCO
838
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.26M +$369K +4,741 +35%
RWM
839
Rezny Wealth Management
Florida
$1.26M +$1.5M +19,240 New
IAS
840
Insigneo Advisory Services
Florida
$1.25M +$50.2K +644 +3%
AWA
841
Alta Wealth Advisors
Massachusetts
$1.24M +$674K +8,655 +84%
FIC
842
FCG Investment Company
Tennessee
$1.24M +$309K +3,968 +26%
S
843
SimplyRich
California
$1.23M
VFA
844
Valeo Financial Advisors
Indiana
$1.22M +$76.2K +978 +2%
CFG
845
Citizens Financial Group
Rhode Island
$1.22M +$113K +1,457 +8%
PCMF
846
Private Capital Management (Florida)
Florida
$1.22M
CM
847
Caption Management
Oklahoma
$1.22M +$1.46M +18,700 New
Wolverine Trading
848
Wolverine Trading
Illinois
$1.22M -$4.05M -52,049 -74%
TC
849
Truvestments Capital
Florida
$1.22M +$763K +9,791 +111%
RWM
850
Ritholtz Wealth Management
New York
$1.21M +$584K +7,492 +67%