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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1001
Adell Harriman & Carpenter
Texas
$1.52M -$987K -52,794 -39%
PAM
1002
Paradigm Asset Management
New York
$1.51M +$97.3K +5,203 +7%
BW
1003
Bison Wealth
Georgia
$1.51M -$392K -20,952 -21%
IA
1004
IFG Advisory
Georgia
$1.51M -$224K -11,971 -13%
FM
1005
Foster & Motley
Ohio
$1.51M -$89.2K -4,774 -6%
FMC
1006
First Merchants Corp
Indiana
$1.5M -$1.51M -80,617 -50%
IAN
1007
Integrated Advisors Network
Texas
$1.5M +$99.8K +5,339 +7%
GWSG
1008
GPS Wealth Strategies Group
Colorado
$1.5M +$171K +9,174 +13%
KIA
1009
KCM Investment Advisors
California
$1.5M -$73.3K -3,920 -5%
CAN
1010
Claraphi Advisory Network
United States
$1.49M -$460K -24,611 -23%
TSWM
1011
Tyler-Stone Wealth Management
Ohio
$1.49M +$1.5M +80,113 New
CPO
1012
Cerity Partners OCIO
New York
$1.49M -$6.02K -322 -0.4%
CCC
1013
Chelsea Counsel Company
California
$1.49M +$230K +12,314 +18%
MCWS
1014
McKinley Carter Wealth Services
West Virginia
$1.48M -$45K -2,409 -3%
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$1.48M -$103K -5,495 -6%
WIC
1016
Wilkins Investment Counsel
Massachusetts
$1.48M -$123K -6,554 -8%
SIM
1017
Sterling Investment Management
Arizona
$1.47M -$21.6K -1,158 -1%
PTC
1018
Private Trust Company
Ohio
$1.46M -$536K -28,649 -27%
SCM
1019
SOL Capital Management
Maryland
$1.46M +$226K +12,103 +18%
TNB
1020
Thomasville National Bank
Georgia
$1.46M +$52.2K +2,795 +4%
FNBTCON
1021
First National Bank & Trust Co of Newtown
Pennsylvania
$1.45M -$503K -26,923 -26%
BFS
1022
Bradley Foster & Sargent
Connecticut
$1.45M +$15.6K +833 +1%
DBT
1023
Dubuque Bank & Trust
Iowa
$1.45M +$18.3K +977 +1%
SGI
1024
Summit Global Investments
Utah
$1.45M +$17.9K +956 +1%
SC
1025
Shay Capital
New York
$1.44M +$950K +50,805 +189%