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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
851
OneDigital Investment Advisors
Kansas
$1.19M +$67K +549 +7%
EWA
852
EP Wealth Advisors
California
$1.19M +$55.1K +451 +6%
SC
853
Sepio Capital
Utah
$1.18M -$2.36M -19,370 -70%
TC
854
Telemus Capital
Michigan
$1.18M -$69.9K -573 -6%
SWM
855
Spire Wealth Management
Virginia
$1.18M -$5.49K -45 -0.5%
WAM
856
Weiss Asset Management
Massachusetts
$1.18M +$1.01M +8,285 New
FDS
857
Freedom Day Solutions
Texas
$1.18M -$112K -920 -10%
LTAS
858
Linden Thomas Advisory Services
North Carolina
$1.17M +$117K +958 +13%
WWM
859
Western Wealth Management
Colorado
$1.17M -$34.8K -285 -3%
WIS
860
Wright Investors Service
Connecticut
$1.17M -$173K -1,416 -15%
BFG
861
Bleakley Financial Group
New Jersey
$1.17M -$158K -1,294 -14%
SS
862
Simplicity Solutions
Minnesota
$1.17M -$158K -1,294 -14%
LWM
863
LJI Wealth Management
Indiana
$1.17M +$25.6K +210 +3%
BFEC
864
Benjamin F. Edwards & Company
Missouri
$1.17M +$105K +858 +12%
MPPW
865
Mitchell & Pahl Private Wealth
Oklahoma
$1.16M -$40.3K -330 -4%
FFA
866
Founders Financial Alliance
North Carolina
$1.16M +$100K +819 +11%
GWCM
867
Godshalk Welsh Capital Management
Pennsylvania
$1.16M +$8.54K +70 +0.9%
JA
868
JLB & Associates
Michigan
$1.15M -$72.6K -595 -7%
WP
869
WealthPLAN Partners
Nebraska
$1.15M -$50.4K -413 -5%
BWM
870
Buckley Wealth Management
Nevada
$1.15M +$117K +960 +13%
FNBT
871
FineMark National Bank & Trust
Florida
$1.12M -$99K -811 -9%
MIFH
872
Migdal Insurance & Financial Holdings
Israel
$1.12M
PA
873
Procyon Advisors
Connecticut
$1.12M -$1.25M -10,273 -57%
AB
874
Atlas Brown
Kentucky
$1.11M -$8.79K -72 -0.9%
LA
875
Lindenwold Advisors
Pennsylvania
$1.11M -$251K -2,054 -21%