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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1701
S&CO Inc
Massachusetts
$1.19M – – –
NS
1702
NBC Securities
Alabama
$1.19M +$1.53M +4,591 +114,775%
BIP Wealth
1703
BIP Wealth
Georgia
$1.19M +$27.3K +82 +2%
Advance Capital Management
1704
Advance Capital Management
Michigan
$1.19M +$241K +722 +19%
BWP
1705
BlueStem Wealth Partners
Minnesota
$1.18M -$26.7K -80 -2%
SFWA
1706
Summit Financial Wealth Advisors
Louisiana
$1.18M +$117K +350 +8%
CWA
1707
Cornerstone Wealth Advisors
Minnesota
$1.18M – – –
SXL
1708
Summit X LLC
Missouri
$1.18M -$346K -1,039 -19%
RDWM
1709
Red Door Wealth Management
Tennessee
$1.18M +$280K +840 +23%
Pallas Capital Advisors
1710
Pallas Capital Advisors
Massachusetts
$1.18M -$634K -1,902 -30%
SC
1711
Shearwater Capital
Colorado
$1.17M – – –
NCM
1712
Narwhal Capital Management
Georgia
$1.17M -$975K -2,927 -39%
AF
1713
Arrow Financial
New York
$1.17M -$1.38M -4,144 -48%
DKCM
1714
Davidson Kahn Capital Management
California
$1.16M +$667 +2 +0%
NGA
1715
Naples Global Advisors
Florida
$1.16M -$284K -853 -16%
JWM
1716
JFG Wealth Management
Colorado
$1.16M +$83.3K +250 +6%
4WM
1717
4J Wealth Management
Virginia
$1.16M -$21.7K -65 -1%
SFS
1718
Searcy Financial Services
Kansas
$1.16M +$4.33K +13 +0.3%
MCA
1719
Magnolia Capital Advisors
Mississippi
$1.16M +$65.3K +196 +5%
TAM
1720
Tucker Asset Management
Colorado
$1.15M -$140K -421 -9%
BWM
1721
BlackDiamond Wealth Management
New York
$1.15M +$350K +1,051 +37%
WW
1722
Waterfront Wealth
Kansas
$1.15M -$52.7K -158 -3%
GCA
1723
Genesee Capital Advisors
New York
$1.14M -$41.7K -125 -3%
NRI
1724
NFP Retirement Inc
California
$1.14M +$307K +922 +26%
CWM
1725
Connecticut Wealth Management
Connecticut
$1.14M -$145K -436 -9%