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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1076
Sage Mountain Advisors
Georgia
$874K -$14.8K -175 -2%
VIA
1077
Vickerman Investment Advisors
Washington
$874K -$1.23M -14,536 -58%
MMG
1078
Monetary Management Group
Missouri
$867K -$169K -2,000 -16%
NS
1079
NBC Securities
Alabama
$864K -$38.3K -454 -4%
SA
1080
SPWM Advisors
Michigan
$863K +$864K +10,247 New
Dana Investment Advisors
1081
Dana Investment Advisors
Wisconsin
$856K -$155K -1,840 -15%
Zevenbergen Capital Investments
1082
Zevenbergen Capital Investments
Washington
$855K +$844 +10 +0.1%
Robertson Stephens Wealth Management
1083
Robertson Stephens Wealth Management
California
$849K -$109K -1,290 -11%
EM
1084
Excalibur Management
Massachusetts
$848K -$4.98K -59 -0.6%
Kovitz Investment Group Partners
1085
Kovitz Investment Group Partners
Illinois
$848K -$3.83M -45,381 -82%
TC
1086
TownSquare Capital
Utah
$848K -$2.48M -29,392 -74%
KIA
1087
Knollwood Investment Advisory
Maryland
$847K +$42K +498 +5%
TM
1088
Taproot Management
New York
$844K +$846K +10,023 New
PI
1089
Parkside Investments
Illinois
$842K +$844K +10,000 New
LC
1090
LCNB Corp
Ohio
$839K -$2.53K -30 -0.3%
TBWA
1091
Three Bridge Wealth Advisors
California
$837K -$24.2K -287 -3%
MC
1092
Moors & Cabot
Massachusetts
$834K -$566K -6,707 -40%
SWM
1093
SeaCrest Wealth Management
New York
$834K -$17K -201 -2%
SIS
1094
Sound Income Strategies
Florida
$832K +$1.01K +12 +0.1%
WAS
1095
Winch Advisory Services
Wisconsin
$831K -$95.3K -1,130 -10%
SFG
1096
Snider Financial Group
Washington
$830K -$92.3K -1,094 -10%
CWM
1097
Chemistry Wealth Management
New York
$829K +$103K +1,218 +14%
MAC
1098
Mason & Associates (California)
California
$828K +$830K +9,836 New
WAG
1099
Winthrop Advisory Group
Massachusetts
$822K -$590 -7 -0.1%
IAS
1100
Investment Advisory Services
Texas
$822K -$70.1K -831 -8%