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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1001
Blueprint Investment Partners
North Carolina
$2.92M +$833K +2,484 +43%
RHBC
1002
R.H. Bluestein & Co
Michigan
$2.92M -$1.07M -3,183 -28%
CIC
1003
Carnegie Investment Counsel
Ohio
$2.87M +$19.1K +57 +0.7%
LFG
1004
Larson Financial Group
Missouri
$2.87M +$343K +1,023 +14%
BWM
1005
BCS Wealth Management
Tennessee
$2.86M +$1.15M +3,432 +73%
CA
1006
Cullinan Associates
Kentucky
$2.85M -$503K -1,500 -16%
PWM
1007
PRW Wealth Management
Massachusetts
$2.85M +$38.2K +114 +1%
CAM
1008
Cozad Asset Management
Illinois
$2.85M -$247K -735 -8%
OGC
1009
Oak Grove Capital
New Hampshire
$2.84M -$381K -1,137 -12%
SIAP
1010
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.83M -$11.1K -33 -0.4%
AIA
1011
Avalon Investment & Advisory
Texas
$2.83M -$630K -1,878 -19%
E
1012
Ergoteles
New York
$2.83M +$2.09M +6,225 +346%
UAS
1013
United Asset Strategies
New York
$2.83M -$185K -552 -6%
LA
1014
LexAurum Advisors
Kansas
$2.82M +$132K +393 +5%
LWMG
1015
Levy Wealth Management Group
Pennsylvania
$2.82M +$887K +2,646 +49%
CWM
1016
Concentric Wealth Management
California
$2.82M -$277K -825 -9%
CWM
1017
Cherrydale Wealth Management
New Jersey
$2.81M +$2.68M +7,977 New
PWM
1018
Purus Wealth Management
California
$2.8M -$98.6K -294 -4%
CAAS
1019
Capital Asset Advisory Services
Michigan
$2.79M -$341K -1,017 -11%
BPCE
1020
Bank Pictet & Cie (Europe)
Germany
$2.78M +$127K +378 +5%
RIG
1021
Roosevelt Investment Group
New York
$2.78M -$20.1K -60 -0.8%
PFG
1022
PAX Financial Group
Texas
$2.78M +$537K +1,602 +25%
SIGI
1023
Susquehanna International Group (Ireland)
Ireland
$2.78M +$1.13M +3,378 +75%
FAM
1024
Formidable Asset Management
Ohio
$2.76M +$13.1K +39 +0.5%
HBT
1025
Heartland Bank & Trust
Illinois
$2.76M +$14.1K +42 +0.5%