Name Holding Trade Value Shares
Change
Change in
Stake
GLA
801
Great Lakes Advisors
Illinois
$5.8M -$318K -953 -4%
CAM
802
Cidel Asset Management
Ontario, Canada
$5.79M -$901K -2,705 -11%
SFC
803
Strategic Financial Concepts
Texas
$5.78M +$140K +420 +2%
SAM
804
Smartleaf Asset Management
Massachusetts
$5.78M -$1.01M -3,028 -12%
AWA
805
Arkadios Wealth Advisors
Georgia
$5.77M +$736K +2,208 +11%
ZBNA
806
Zions Bancorporation, National Association
Utah
$5.77M +$7.42M +22,259 New
VCM
807
Vivaldi Capital Management
Illinois
$5.73M -$360K -1,079 -5%
FDC
808
Flight Deck Capital
California
$5.73M +$7.37M +22,100 New
FGAM
809
Financial Gravity Asset Management
Texas
$5.71M +$7.35M +22,046 New
WGC
810
Watts Gwilliam & Co
Arizona
$5.65M +$2.71M +8,132 +60%
DWP
811
Daymark Wealth Partners
Ohio
$5.62M -$2.7M -8,102 -27%
RFM
812
Royal Fund Management
Florida
$5.6M -$3.18M -9,533 -31%
TWP
813
Tyche Wealth Partners
Texas
$5.59M -$52.7K -158 -0.7%
CAM
814
Centre Asset Management
New York
$5.59M -$392K -1,176 -5%
OAM
815
Ostrum Asset Management
France
$5.57M +$250K +750 +4%
TPA
816
Trivium Point Advisory
Connecticut
$5.55M -$24.3K -73 -0.3%
CPL
817
CAP Partners LLC
Tennessee
$5.55M +$1.19M +3,577 +20%
JPWM
818
Jamison Private Wealth Management
Georgia
$5.54M +$270K +809 +4%
SM
819
STF Management
Texas
$5.53M +$241K +723 +4%
MHS
820
M Holdings Securities
Oregon
$5.52M -$194K -581 -3%
IA
821
Integrity Alliance
Iowa
$5.48M +$6.52M +19,552 +1,214%
LWM
822
Liberty Wealth Management
California
$5.46M -$1.4M -4,186 -17%
ACM
823
Advisors Capital Management
New Jersey
$5.44M -$267K -800 -4%
C
824
Certuity
Florida
$5.43M +$278K +835 +4%
VF
825
Vest Financial
Virginia
$5.43M +$2.96M +8,868 +73%