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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1226
Archon Partners
New Jersey
$2.07M – – –
OAMG
1227
Odey Asset Management Group
United Kingdom
$2.07M – – –
S
1228
Surevest
California
$2.07M -$2.3M -10,622 -49%
TPA
1229
Trivium Point Advisory
Connecticut
$2.07M +$515K +2,381 +28%
DA
1230
Dash Acquisitions
California
$2.07M +$478K +2,211 +25%
NSB
1231
Norway Savings Bank
Maine
$2.07M +$74.7K +345 +3%
KF
1232
Krilogy Financial
Missouri
$2.07M +$244K +1,128 +11%
ADL
1233
Asset Dedication LLC
California
$2.06M +$169K +781 +8%
JF
1234
Jump Financial
Illinois
$2.06M +$1.95M +9,023 +467%
RA
1235
Rise Advisors
New York
$2.06M +$2.36M +10,922 New
WPW
1236
Waldron Private Wealth
Pennsylvania
$2.06M -$14.3K -66 -0.6%
PFS
1237
Physicians Financial Services
North Carolina
$2.06M -$3.9K -18 -0.2%
NED
1238
Nancy E. Dempze
$2.06M +$106K +491 +5%
SS
1239
Simplicity Solutions
Minnesota
$2.05M +$852K +3,936 +57%
LJCM
1240
Lee Johnson Capital Management
Texas
$2.04M +$2.35M +10,839 New
PWPS
1241
Pinnacle Wealth Planning Services
Ohio
$2.04M +$365K +1,686 +18%
CW
1242
CreativeOne Wealth
Kansas
$2.04M +$8.65K +40 +0.4%
CI
1243
Conning Inc
Connecticut
$2.03M -$556K -2,568 -19%
PFGIA
1244
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$341K +1,576 +17%
BFG
1245
Berger Financial Group
Minnesota
$2.03M +$2.33M +10,783 New
Fiera Capital (Canada)
1246
Fiera Capital (Canada)
Quebec, Canada
$2.03M -$80.7K -373 -3%
PI
1247
PFS Investments
Georgia
$2.03M +$796K +3,679 +52%
SIM
1248
Sentry Investment Management
Wisconsin
$2.02M +$235K +1,085 +11%
VCM
1249
Virtue Capital Management
Tennessee
$2.01M +$625K +2,888 +37%
HWA
1250
HCR Wealth Advisors
California
$2.01M +$1.66M +7,672 +256%