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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1076
Summit Financial Group
West Virginia
$1.11M -$353K -17,684 -25%
CAAS
1077
Capital Asset Advisory Services
Michigan
$1.11M +$20.2K +1,012 +2%
MCA
1078
MSH Capital Advisors
Arizona
$1.1M -$236K -11,817 -18%
AWM
1079
Altium Wealth Management
New York
$1.1M -$638K -31,978 -38%
BBA
1080
BLB&B Advisors
Pennsylvania
$1.1M -$272K -13,645 -21%
SLWA
1081
San Luis Wealth Advisors
California
$1.1M -$82.6K -4,140 -7%
TWA
1082
TCI Wealth Advisors
Arizona
$1.1M -$292K -14,618 -22%
GCA
1083
Greenwood Capital Associates
South Carolina
$1.1M +$973K +48,815 +1,407%
DI
1084
Diligent Investors
California
$1.09M -$450K -22,565 -30%
CW
1085
Connectus Wealth
Ohio
$1.09M -$103K -5,155 -9%
SIC
1086
Sigma Investment Counselors
Michigan
$1.09M -$147K -7,376 -12%
SIA
1087
Schechter Investment Advisors
Michigan
$1.09M +$544K +27,282 +111%
MSFS
1088
Main Street Financial Solutions
Pennsylvania
$1.08M -$366K -18,334 -26%
HPC
1089
HM Payson & Co
Maine
$1.08M -$490K -24,551 -32%
LNB
1090
Ledyard National Bank
$1.08M -$461K -23,142 -31%
F
1091
F3Logic
Minnesota
$1.08M +$707K +35,448 +222%
APP
1092
Avantax Planning Partners
Iowa
$1.07M -$807K -40,485 -44%
TCBWMS
1093
Texas Capital Bank Wealth Management Services
Texas
$1.07M -$382K -19,136 -27%
FM
1094
Foster & Motley
Ohio
$1.07M -$401K -20,117 -28%
CQS
1095
Credential Qtrade Securities
$1.07M -$40.7K -2,042 -4%
MCC
1096
Malaga Cove Capital
California
$1.07M -$332K -16,635 -25%
GS
1097
Gagnon Securities
New York
$1.06M -$299K -15,015 -23%
KJWM
1098
Kiley Juergens Wealth Management
Washington
$1.06M +$184K +9,249 +22%
JGUA
1099
John G. Ullman & Associates
New York
$1.06M -$944K -47,333 -48%
NL
1100
NWAM LLC
Washington
$1.05M -$246K -12,316 -20%