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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
801
Wealth Management Associates
New Jersey
$2.03M -$68.2K -2,746 -3%
SW
802
Simplicity Wealth
New Jersey
$2.03M +$833K +33,556 +52%
RCG
803
Regatta Capital Group
California
$2.01M -$76.6K -3,088 -3%
DA
804
DCM Advisors
New York
$2.01M +$171K +6,888 +8%
AIA
805
Affinity Investment Advisors
California
$2.01M +$880K +35,456 +58%
NHC
806
Nicholas Hoffman & Company
Georgia
$2.01M -$4.07K -164 -0.2%
BAM
807
Berkshire Asset Management
Pennsylvania
$2.01M -$48.5K -1,956 -2%
Koshinski Asset Management
808
Koshinski Asset Management
Illinois
$2M -$1.94K -78 -0.1%
MPPHD
809
Maloon Powers Pitre Higgins & Dennehy
California
$2M +$2.39M +96,427 New
KWA
810
Kingswood Wealth Advisors
California
$1.99M +$323K +13,002 +16%
PA
811
Profund Advisors
Maryland
$1.98M +$869K +35,003 +58%
CAG
812
Csenge Advisory Group
Florida
$1.96M -$1.89M -76,130 -45%
MPPW
813
Mitchell & Pahl Private Wealth
Oklahoma
$1.96M +$86.2K +3,475 +4%
SGC
814
Slocum, Gordon & Co
Rhode Island
$1.96M -$350K -14,100 -13%
FT
815
Fiduciary Trust
Massachusetts
$1.95M -$54.7K -2,204 -2%
IP
816
Ignite Planners
California
$1.94M +$551K +22,200 +31%
BP
817
Ballentine Partners
Massachusetts
$1.93M -$138K -5,556 -6%
NB
818
NBT Bank
New York
$1.92M -$332K -13,376 -13%
KTC
819
Kentucky Trust Company
Kentucky
$1.92M -$57.9K -2,334 -2%
CAM
820
Columbia Asset Management
Michigan
$1.92M -$118K -4,735 -5%
LGF
821
LGT Group Foundation
Liechtenstein
$1.92M -$564K -22,738 -20%
WIM
822
WealthPlan Investment Management
Nebraska
$1.91M -$150K -6,028 -6%
UAM
823
Unifi Asset Management
New York
$1.91M +$1.33M +53,604 +139%
PL
824
Perpetual Ltd
Australia
$1.91M +$112K +4,510 +5%
GWM
825
Geneos Wealth Management
Colorado
$1.91M +$133K +5,348 +6%