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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1001
Nicolet Advisory Services
Wisconsin
$985K -$119K -7,511 -12%
MWM
1002
Meridian Wealth Management
Kentucky
$981K -$46.2K -2,926 -5%
GCM
1003
Gallacher Capital Management
Colorado
$976K +$919K +58,186 New
STA
1004
Summit Trail Advisors
New York
$975K +$15.6K +986 +2%
PTC
1005
Private Trust Company
Ohio
$974K +$42.7K +2,705 +5%
CT
1006
Caldwell Trust
Florida
$973K -$66K -4,179 -7%
GIA
1007
Gladstone Institutional Advisory
Florida
$973K -$14.2K -902 -2%
SLWA
1008
San Luis Wealth Advisors
California
$972K -$9.02K -571 -1%
NFG
1009
Nations Financial Group
Iowa
$971K +$18.3K +1,158 +2%
WLG
1010
Williamson Legacy Group
Indiana
$970K +$913K +57,824 New
SWM
1011
Spire Wealth Management
Virginia
$969K -$190K -12,040 -17%
RWM
1012
Ritholtz Wealth Management
New York
$967K +$232K +14,723 +34%
UCB
1013
United Community Bank
South Carolina
$959K +$762K +48,265 +543%
GCAC
1014
Guardian Capital Advisors (Canada)
Ontario, Canada
$958K -$1.25M -79,209 -59%
NSIM
1015
North Star Investment Management
Illinois
$951K +$16.4K +1,040 +2%
DWM
1016
Dakota Wealth Management
Florida
$948K -$391K -24,768 -30%
GL
1017
Graypoint LLC
New York
$948K +$143K +9,048 +19%
GFA
1018
Gallagher Fiduciary Advisors
Illinois
$945K -$14.9K -946 -2%
TF
1019
Tompkins Financial
New York
$943K -$47.5K -3,011 -5%
DP
1020
Dearborn Partners
Illinois
$941K -$120K -7,632 -12%
HCP
1021
Hexagon Capital Partners
Arkansas
$940K +$79.5K +5,036 +10%
PAG
1022
Private Advisory Group
Washington
$939K -$39.3K -2,489 -4%
IPW
1023
Inlet Private Wealth
Florida
$939K -$17K -1,079 -2%
PIM
1024
Penobscot Investment Management
Massachusetts
$934K +$26.8K +1,700 +3%
JIP
1025
Jaffetilchin Investment Partners
Florida
$933K +$607K +38,419 +223%