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Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
1601
Montag & Associates
Georgia
$1.07M +$23.4K +75 +3%
BFS
1602
Bickling Financial Services
Massachusetts
$1.07M – – –
SHGA
1603
Sand Hill Global Advisors
California
$1.07M +$269K +864 +41%
OFA
1604
Oak Family Advisors
Illinois
$1.07M -$382K -1,227 -29%
CG
1605
Corundum Group
Colorado
$1.07M +$274K +879 +42%
TCOT
1606
Trust Company of Toledo
Ohio
$1.07M -$142K -456 -13%
SC
1607
Searle & Co
Connecticut
$1.07M – – –
SFO
1608
Stokes Family Office
Louisiana
$1.07M +$46.7K +150 +5%
SIG
1609
Sargent Investment Group
Maryland
$1.07M -$32.7K -105 -3%
ADL
1610
Asset Dedication LLC
California
$1.06M +$22.4K +72 +2%
HI
1611
Hoey Investments
Pennsylvania
$1.06M +$337K +1,083 +58%
NMG
1612
New Millennium Group
Utah
$1.06M +$446K +1,431 +94%
RIL
1613
Rothschild Investment LLC
Illinois
$1.06M -$18.7K -60 -2%
CWA Asset Management Group
1614
CWA Asset Management Group
Florida
$1.05M +$234K +750 +34%
GA
1615
Geller Advisors
New York
$1.05M -$51.4K -165 -5%
FAB
1616
First American Bank
Illinois
$1.05M +$140K +450 +18%
AWM
1617
Absher Wealth Management
North Carolina
$1.04M – – –
CFG
1618
Carter Financial Group
Illinois
$1.04M +$905K +2,904 New
MCA
1619
Magnolia Capital Advisors
Mississippi
$1.04M -$74.8K -240 -8%
Trillium Asset Management
1620
Trillium Asset Management
Massachusetts
$1.04M -$5.61K -18 -0.6%
TPA
1621
Trivium Point Advisory
Connecticut
$1.04M +$130K +417 +16%
LA
1622
Legacy Advisors
Pennsylvania
$1.04M +$410K +1,317 +84%
ARI
1623
Applied Research Investments
Delaware
$1.04M -$6.66M -21,393 -88%
EDRIA
1624
Edmonds Duncan Registered Investment Advisors
Kansas
$1.04M – – –
Kovitz Investment Group Partners
1625
Kovitz Investment Group Partners
Illinois
$1.03M -$528K -1,695 -37%