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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1001
Stonegate Investment Group
Alabama
$1.07M +$62K +3,568 +7%
MWA
1002
Midland Wealth Advisors
Illinois
$1.07M +$189K +10,851 +24%
IPW
1003
Impact Partnership Wealth
Georgia
$1.07M +$145K +8,328 +18%
SMH
1004
Sanders Morris Harris
Texas
$1.06M -$7.25K -417 -0.7%
FTIS
1005
First Trust Investment Solutions
Florida
$1.06M -$198K -11,379 -17%
IAMOG
1006
Investors Asset Management of Georgia
Georgia
$1.06M +$12.6K +726 +1%
FNBTCON
1007
First National Bank & Trust Co of Newtown
Pennsylvania
$1.05M -$4.61K -265 -0.5%
BTC
1008
Bank & Trust Company
Illinois
$1.05M +$956K +55,005 New
GIM
1009
Guardian Investment Management
California
$1.05M -$869 -50 -0.1%
NSIM
1010
North Star Investment Management
Illinois
$1.05M -$16.4K -941 -2%
KF
1011
Krilogy Financial
Missouri
$1.05M -$529K -30,400 -36%
WSFS
1012
Wilmington Savings Fund Society
Delaware
$1.05M +$60.9K +3,500 +7%
DI
1013
Diligent Investors
California
$1.05M -$6.02K -346 -0.6%
TF
1014
Tompkins Financial
New York
$1.04M +$18.2K +1,046 +2%
CCIA
1015
Campbell & Co Investment Adviser
Maryland
$1.04M +$367K +21,105 +63%
SWP
1016
Strategic Wealth Partners
Ohio
$1.04M +$946K +54,423 New
IPW
1017
Inlet Private Wealth
Florida
$1.04M -$27.8K -1,600 -3%
GM
1018
GeoWealth Management
Illinois
$1.03M +$88.7K +5,102 +10%
AIM
1019
Access Investment Management
Georgia
$1.03M
SFO
1020
Stokes Family Office
Louisiana
$1.03M +$22.2K +1,278 +2%
NCM
1021
Narwhal Capital Management
Georgia
$1.02M -$17K -975 -2%
CCB
1022
Country Club Bank
Missouri
$1.02M -$270K -15,528 -22%
DAS
1023
Diversify Advisory Services
Utah
$1.02M -$87.1K -5,010 -8%
ST
1024
Somerset Trust
Pennsylvania
$1.02M -$117K -6,736 -11%
HTC
1025
Haverford Trust Company
Pennsylvania
$1.01M -$68.2K -3,925 -7%