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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1101
Thompson Davis & Co
Virginia
$608K -$73.9K -300 -12%
IP
1102
Ignite Planners
California
$605K +$95.1K +386 +19%
B
1103
Bailard
California
$604K +$296K +1,200 +113%
LWCFA
1104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$604K +$2.46K +10 +0.4%
CAM
1105
Cidel Asset Management
Ontario, Canada
$601K -$39.4K -160 -7%
GFP
1106
Gryphon Financial Partners
Ohio
$599K +$190K +771 +52%
KAS
1107
KPP Advisory Services
Kentucky
$598K +$133K +539 +32%
MA
1108
MONECO Advisors
Connecticut
$598K -$47.1K -191 -8%
PFW
1109
Petros Family Wealth
Minnesota
$590K +$545K +2,213 New
HI
1110
Humankind Investments
New York
$589K -$62.6K -254 -10%
1WM
1111
1858 Wealth Management
Ohio
$587K -$124K -504 -19%
TWPM
1112
Total Wealth Planning & Management
Florida
$584K -$3.45K -14 -0.6%
WMA
1113
West Michigan Advisors
Michigan
$580K -$24.4K -99 -4%
CFSG
1114
Clark Financial Services Group
Missouri
$574K +$126K +510 +31%
ACA
1115
Aspire Capital Advisors
Washington
$573K +$1.48K +6 +0.3%
QAM
1116
Q3 Asset Management
Michigan
$571K +$528K +2,140 New
ONB
1117
Old National Bancorp
Indiana
$569K +$20.7K +84 +4%
MMA
1118
Miracle Mile Advisors
California
$567K +$2.46K +10 +0.5%
RFN
1119
RDA Financial Network
Iowa
$566K +$36.7K +149 +8%
SC
1120
SummitTX Capital
Texas
$560K +$518K +2,100 New
SCI
1121
Silver Coast Investments
United States
$559K – – –
KI
1122
Keystone Investors
Singapore
$559K +$228K +923 +79%
TW
1123
TritonPoint Wealth
Maryland
$559K +$24.4K +99 +5%
OWA
1124
ORBA Wealth Advisors
Illinois
$558K – – –
CIC
1125
Chase Investment Counsel
Virginia
$556K -$6.78M -27,501 -93%