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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1001
Asset Dedication LLC
California
$1.03M +$224K +13,166 +26%
AFM
1002
Armstrong Fleming & Moore
District of Columbia
$1.03M +$1.1M +64,340 New
LHC
1003
Little House Capital
Massachusetts
$1.03M -$790K -46,366 -42%
CCP
1004
Clough Capital Partners
Massachusetts
$1.03M -$1.09M -64,200 -50%
CA
1005
CoreCap Advisors
Michigan
$1.02M +$1.09M +64,214 New
MA
1006
Montag & Associates
Georgia
$1.02M -$33.4K -1,959 -3%
GI
1007
Gradient Investments
Minnesota
$1.02M +$8.16K +479 +0.8%
NAS
1008
Nicolet Advisory Services
Wisconsin
$1.02M +$171K +10,043 +19%
CWS
1009
Confluence Wealth Services
Pennsylvania
$1.01M -$28K -1,646 -3%
TA
1010
TrueWealth Advisors
Alabama
$1.01M +$388K +22,773 +56%
SLWA
1011
San Luis Wealth Advisors
California
$1.01M -$112K -6,561 -9%
SIP
1012
Stoneridge Investment Partners
Pennsylvania
$1.01M +$1.08M +63,330 New
SC
1013
Searle & Co
Connecticut
$1.01M -$46.4K -2,724 -4%
AFG
1014
Albion Financial Group
Utah
$1.01M -$519K -30,469 -33%
SFS
1015
Solitude Financial Services
Virginia
$1.01M +$164K +9,602 +18%
HTC
1016
Haverford Trust Company
Pennsylvania
$1M -$45.7K -2,686 -4%
BG
1017
Benedetti & Gucer
Georgia
$999K -$96.7K -5,677 -8%
FBC
1018
Fairfield, Bush & Co
Connecticut
$980K +$188K +11,009 +22%
CNC
1019
Citizens & Northern Corp
Pennsylvania
$980K +$118K +6,941 +13%
SWMP
1020
Signature Wealth Management Partners
New Jersey
$979K +$141K +8,252 +16%
HA
1021
Herold Advisors
New York
$977K -$76.2K -4,474 -7%
HIC
1022
Holderness Investments Company
North Carolina
$975K -$70.8K -4,158 -6%
SMH
1023
Sanders Morris Harris
Texas
$974K +$584K +34,301 +130%
FNBOSM
1024
First National Bank of South Miami
Florida
$970K +$10.8K +632 +1%
ANTB
1025
AMG National Trust Bank
Colorado
$968K -$293K -17,229 -22%