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Name Holding Trade Value Shares
Change
Change in
Stake
WJA
926
Willis Johnson & Associates
Texas
$1.01M +$346K +2,156 +53%
SCM
927
Sandler Capital Management
New York
$1M -$1.92M -11,967 -66%
WSFS
928
Wilmington Savings Fund Society
Delaware
$1M +$10.1K +63 +1%
DILIC
929
Dai-ichi Life Insurance Company
Japan
$998K – – –
CNWM
930
Clay Northam Wealth Management
California
$996K -$5.78K -36 -0.6%
EWP
931
Equity Wealth Partners
Missouri
$995K +$7.07K +44 +0.7%
1W
932
1776 Wealth
Georgia
$993K +$991K +6,171 New
SIC
933
Schwartz Investment Counsel
Michigan
$990K – – –
JWM
934
JGP Wealth Management
Oregon
$987K +$23.6K +147 +2%
CWM
935
Centurion Wealth Management
Virginia
$985K +$31.5K +196 +3%
BFG
936
Birch Financial Group
New Hampshire
$985K -$49.3K -307 -5%
PE
937
PCM Encore
Colorado
$984K +$982K +6,113 New
HCA
938
Harbour Capital Advisors
Virginia
$983K -$48.2K -300 -5%
PWMAG
939
Pinnacle Wealth Management Advisory Group
New Jersey
$982K -$241K -1,500 -20%
CIC
940
Crawford Investment Counsel
Georgia
$981K +$723K +4,500 +281%
DWM
941
Dakota Wealth Management
Florida
$981K -$32.3K -201 -3%
NP
942
NorthRock Partners
Minnesota
$976K -$283K -1,762 -23%
AG
943
Ascent Group
Virginia
$976K +$23.1K +144 +2%
KCM
944
Kornitzer Capital Management
Kansas
$971K +$968K +6,031 New
TCBWMS
945
Texas Capital Bank Wealth Management Services
Texas
$971K +$9.96K +62 +1%
GM
946
GeoWealth Management
Illinois
$966K +$329K +2,051 +52%
DT
947
DV Trading
Illinois
$966K +$963K +6,000 New
GAA
948
Guardian Asset Advisors
Pennsylvania
$965K +$43.5K +271 +5%
ITFISA
949
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$958K +$292K +1,817 +44%
DCM
950
Driehaus Capital Management
Illinois
$958K -$117K -728 -11%