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Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
901
New England Asset Management
Connecticut
$4.32M +$151K +700 +3%
NFG
902
Nations Financial Group
Iowa
$4.3M -$61.9K -286 -1%
NEI
903
Northwest & Ethical Investments
Ontario, Canada
$4.3M -$1.75M -8,076 -26%
CIAS
904
Capital Investment Advisory Services
North Carolina
$4.3M +$2.73M +12,632 +124%
CCC
905
Chelsea Counsel Company
California
$4.29M +$379K +1,753 +8%
WP
906
Waycross Partners
Kentucky
$4.29M +$90.4K +418 +2%
MGWM
907
Marks Group Wealth Management
Minnesota
$4.29M +$2.1M +9,703 +75%
DC
908
Davenport & Co
Virginia
$4.26M +$782K +3,614 +19%
EFM
909
E Fund Management
China
$4.24M -$296K -1,370 -6%
TCM
910
Telos Capital Management
California
$4.24M +$428K +1,978 +10%
HNW
911
High Note Wealth
Minnesota
$4.24M +$439K +2,029 +10%
LSPW
912
Lake Street Private Wealth
Illinois
$4.23M +$2M +9,246 +70%
JWM
913
Jupiter Wealth Management
Colorado
$4.23M -$461K -2,129 -9%
VVP
914
Venture Visionary Partners
Ohio
$4.23M +$1.2M +5,544 +33%
MJP
915
Michael J. Puzo
$4.2M +$298K +1,376 +7%
FAB
916
First American Bank
Illinois
$4.19M -$861K -3,979 -15%
GLA
917
Great Lakes Advisors
Illinois
$4.18M -$394K -1,820 -8%
BFA
918
Bill Few Associates
Pennsylvania
$4.16M +$4.77M +22,062 New
ATPW
919
Ashton Thomas Private Wealth
Arizona
$4.16M +$983K +4,541 +26%
SC
920
Scholtz & Company
Connecticut
$4.16M -$584K -2,699 -11%
MJB
921
Mark J. Bradley
$4.15M -$314K -1,450 -6%
SWM
922
SeaCrest Wealth Management
New York
$4.08M -$214K -990 -4%
PFO
923
Pathstone Family Office
New Jersey
$4.05M -$1.65M -7,626 -26%
B
924
Bensler
Washington
$4.04M +$4.63M +21,405 New
NG
925
NatWest Group
United Kingdom
$4.03M +$1.2M +5,538 +35%