Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1551
Grassi Investment Management
California
$1.07M +$50K +250 +6%
CCP
1552
Carmel Capital Partners
California
$1.07M +$1K +5 +0.1%
SFP
1553
Shepherd Financial Partners
Massachusetts
$1.07M +$3K +15 +0.4%
FMP
1554
Financial Management Professionals
Texas
$1.07M -$13.6K -68 -2%
ATC
1555
Adirondack Trust Company
New York
$1.07M -$12.8K -64 -2%
UAM
1556
Unison Asset Management
Florida
$1.07M – – –
AFG
1557
Alterity Financial Group
Maine
$1.07M -$436K -2,180 -35%
SOS
1558
Silver Oak Securities
Tennessee
$1.06M -$279K -1,397 -26%
MAG
1559
Mayfair Advisory Group
Alabama
$1.06M +$2.8K +14 +0.4%
IWM
1560
Integris Wealth Management
California
$1.06M -$53K -265 -6%
LCM
1561
Lewis Capital Management
California
$1.06M -$50K -250 -6%
CCA
1562
Cravens & Co Advisors
Tennessee
$1.06M +$6.6K +33 +0.8%
ACM
1563
AlphaStar Capital Management
North Carolina
$1.06M -$1.85M -9,260 -70%
FAG
1564
Financial Advisory Group
Texas
$1.06M – – –
TW
1565
Transform Wealth
Colorado
$1.06M +$35.2K +176 +5%
IF
1566
Intrua Financial
Texas
$1.06M +$34K +170 +4%
SIS
1567
Sound Income Strategies
Florida
$1.06M +$102K +512 +15%
WCWM
1568
Wooster Corthell Wealth Management
Connecticut
$1.05M +$800 +4 +0.1%
SAM
1569
Secure Asset Management
Michigan
$1.05M +$12.6K +63 +2%
WDG
1570
Wealth Dimensions Group
Ohio
$1.05M +$20K +100 +3%
ARG
1571
Advisory Resource Group
Oklahoma
$1.05M -$40K -200 -5%
RIL
1572
Rothschild Investment LLC
Illinois
$1.05M +$172K +859 +27%
BGDI
1573
BW Gestao de Investimentos
Brazil
$1.05M +$799K +3,994 New
AWAG
1574
ARS Wealth Advisors Group
Florida
$1.04M +$32.6K +163 +4%
SIS
1575
Strategic Investment Solutions
Illinois
$1.04M -$371K -1,857 -31%