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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1076
D.B. Root & Company
Pennsylvania
$1.77M +$8.2K +47 +0.6%
DWT
1077
Dorsey & Whitney Trust
South Dakota
$1.76M +$122K +697 +9%
CBFP
1078
Cedar Brook Financial Partners
Ohio
$1.76M +$3.49K +20 +0.2%
KP
1079
Keel Point
Alabama
$1.75M +$500K +2,864 +52%
FW
1080
FirstPurpose Wealth
Utah
$1.74M +$80.4K +461 +6%
GAG
1081
GM Advisory Group
New York
$1.74M -$1.23M -7,062 -46%
PGWM
1082
Parisi Gray Wealth Management
New Jersey
$1.74M +$96.3K +552 +7%
HWM
1083
Hohimer Wealth Management
Washington
$1.73M -$15.2K -87 -1%
EFH
1084
Eaton Financial Holdings
Florida
$1.73M +$340K +1,950 +30%
TCM
1085
Tanaka Capital Management
New York
$1.73M +$195K +1,120 +16%
CAMG
1086
CWA Asset Management Group
Florida
$1.72M +$783K +4,486 +118%
HA
1087
Herold Advisors
New York
$1.72M +$153K +877 +12%
SSB
1088
Sandy Spring Bank
Maryland
$1.72M +$69.8K +400 +5%
BWA
1089
Bordeaux Wealth Advisors
California
$1.72M -$49.4K -283 -3%
SCM
1090
SOL Capital Management
Maryland
$1.71M +$13.1K +75 +0.9%
BMCM
1091
Bryn Mawr Capital Management
Pennsylvania
$1.71M -$15.7K -90 -1%
CWM
1092
Cherrydale Wealth Management
New Jersey
$1.71M +$76.2K +437 +6%
SIC
1093
Samalin Investment Counsel
New York
$1.71M -$7.5K -43 -0.5%
OWA
1094
One Wealth Advisors
California
$1.7M -$34K -195 -2%
BLAM
1095
Bourne Lent Asset Management
New York
$1.7M +$13.1K +75 +0.9%
PA
1096
Procyon Advisors
Connecticut
$1.7M +$278K +1,593 +24%
WP
1097
WealthPLAN Partners
Nebraska
$1.7M -$1.73M -9,942 -55%
LWM
1098
Lyell Wealth Management
California
$1.69M -$83K -476 -6%
LPAM
1099
Lodestar Private Asset Management
California
$1.69M +$31.6K +181 +2%
Voloridge Investment Management
1100
Voloridge Investment Management
Florida
$1.69M -$105M -602,078 -99%