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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1301
Nicolet Advisory Services
Wisconsin
$2.19M +$128K +383 +5%
EA
1302
Everpar Advisors
Oklahoma
$2.18M -$150K -450 -5%
CIAS
1303
Capital Investment Advisory Services
North Carolina
$2.18M +$375K +1,125 +15%
PSF
1304
Pacific Sun Financial
California
$2.18M +$102K +307 +4%
T
1305
Tidemark
California
$2.17M -$408K -1,224 -13%
Gradient Investments
1306
Gradient Investments
Minnesota
$2.17M -$1.42M -4,254 -34%
JCM
1307
Jacobi Capital Management
Pennsylvania
$2.16M -$255K -764 -8%
FIC
1308
FCG Investment Company
Tennessee
$2.16M +$2.35M +7,050 +547%
MWA
1309
MFA Wealth Advisors
Pennsylvania
$2.16M -$142K -426 -5%
CWM
1310
Cabot Wealth Management
Massachusetts
$2.15M -$46K -138 -2%
IWA
1311
IBEX Wealth Advisors
New Jersey
$2.15M -$566K -1,698 -17%
PJSIMP
1312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.14M -$65K -195 -2%
LCM
1313
Landscape Capital Management
New Jersey
$2.14M +$1.44M +4,306 +109%
CHAM
1314
Clear Harbor Asset Management
Connecticut
$2.14M +$5.67K +17 +0.2%
MW
1315
Marcum Wealth
Ohio
$2.13M +$289K +868 +12%
TF
1316
TLWM Financial
Texas
$2.13M -$26.7K -80 -1%
IWA
1317
Icon Wealth Advisors
Texas
$2.13M +$799K +2,397 +41%
PGIM Custom Harvest
1318
PGIM Custom Harvest
New Jersey
$2.13M +$1.1M +3,287 +67%
BMCM
1319
Bryn Mawr Capital Management
Pennsylvania
$2.13M -$953K -2,861 -26%
AGC
1320
Aspen Grove Capital
Colorado
$2.12M +$1.97M +5,924 +265%
PCG
1321
Prosperity Consulting Group
Maryland
$2.11M -$189K -568 -7%
TFM
1322
TFC Financial Management
Massachusetts
$2.11M -$264K -792 -9%
FIM
1323
Freedom Investment Management
Connecticut
$2.11M +$229K +687 +9%
GAM
1324
Grandview Asset Management
Pennsylvania
$2.1M +$154K +463 +6%
DI
1325
Diligent Investors
California
$2.1M +$366K +1,099 +16%