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Name Holding Trade Value Shares
Change
Change in
Stake
WIS
1076
Wright Investors Service
Connecticut
$5.95M -$155K -446 -3%
CGL
1077
Clarius Group LLC
Washington
$5.94M -$3.55M -10,249 -43%
GFG
1078
Greenbush Financial Group
New York
$5.94M +$402K +1,160 +10%
FWP
1079
FAS Wealth Partners
Kansas
$5.94M +$60K +173 +1%
LAM
1080
L2 Asset Management
Massachusetts
$5.88M +$237K +682 +5%
SA
1081
Strategic Advocates
Utah
$5.87M -$281K -811 -6%
RCG
1082
Regatta Capital Group
California
$5.87M -$45.1K -130 -1%
WIM
1083
WealthPlan Investment Management
Nebraska
$5.86M -$166K -479 -4%
TCWA
1084
Turtle Creek Wealth Advisors
Texas
$5.86M +$1.86M +5,353 +68%
SB
1085
Simmons Bank
Arkansas
$5.84M +$28.8K +83 +0.6%
SEIA
1086
Signature Estate & Investment Advisors
California
$5.83M -$251K -723 -5%
RAG
1087
RIA Advisory Group
Iowa
$5.82M -$71.4K -206 -2%
ATS
1088
Ashton Thomas Securities
New York
$5.81M +$291K +840 +7%
JSAM
1089
J. Safra Asset Management
New York
$5.8M +$93.6K +270 +2%
MSR
1090
Main Street Research
Connecticut
$5.79M +$423K +1,220 +10%
EAM
1091
Erste Asset Management
Austria
$5.79M -$38.4M -110,591 -89%
MMPW
1092
Mitchell McLeod Pugh & Williams
Alabama
$5.76M -$25K -72 -0.6%
UAS
1093
United Asset Strategies
New York
$5.76M -$145K -417 -3%
BIG
1094
Brooklyn Investment Group
New York
$5.76M -$295K -850 -3%
PGWM
1095
Parisi Gray Wealth Management
New Jersey
$5.74M +$34.3K +99 +0.8%
DWA
1096
Douglass Winthrop Advisors
New York
$5.73M +$196K +566 +5%
FBB
1097
Fulton Breakefield Broenniman
Maryland
$5.72M +$1.87M +5,390 +72%
BFG
1098
Berger Financial Group
Minnesota
$5.72M -$134K -386 -3%
AA
1099
Aire Advisors
California
$5.71M +$1.73K +5 +0%
FC
1100
Franchise Capital
Cayman Islands
$5.7M