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Name Holding Trade Value Shares
Change
Change in
Stake
RI
801
Ridgewood Investments
New Jersey
$1.12M -$26.9K -285 -2%
HNB
802
Huntington National Bank
Ohio
$1.11M -$11.3K -120 -0.9%
9WM
803
9258 Wealth Management
Ohio
$1.11M -$82.3K -870 -6%
EWA
804
Exencial Wealth Advisors
Oklahoma
$1.11M -$20.1K -213 -2%
CC
805
Copperleaf Capital
North Carolina
$1.09M -$217K -2,292 -15%
VFA
806
Voya Financial Advisors
Connecticut
$1.09M +$50.2K +531 +4%
CFMC
807
Curbstone Financial Management Corp
New Hampshire
$1.09M -$9.46K -100 -0.8%
EF
808
Empowered Funds
Pennsylvania
$1.09M +$41.7K +441 +4%
MGWM
809
Marks Group Wealth Management
Minnesota
$1.08M +$3.4K +36 +0.3%
MIM
810
Meridiem Investment Management
United Kingdom
$1.07M -$56.7K -600 -5%
JF
811
Jump Financial
Illinois
$1.07M -$2.07M -21,856 -64%
CIA
812
Cape Investment Advisory
Georgia
$1.07M +$37.2K +393 +3%
BL
813
BFSG LLC
California
$1.06M +$479K +5,062 +71%
ACS
814
Archford Capital Strategies
Illinois
$1.06M -$60.5K -640 -5%
PWA
815
Provenance Wealth Advisors
Florida
$1.06M +$1.16M +12,219 New
DWM
816
Drive Wealth Management
Utah
$1.06M +$19.4K +205 +2%
IAN
817
Integrated Advisors Network
Texas
$1.06M -$444K -4,695 -28%
PHK
818
Point72 Hong Kong
Hong Kong
$1.05M -$766K -8,097 -40%
CAM
819
Carret Asset Management
New York
$1.05M
OAM
820
Oberweis Asset Management
Illinois
$1.04M +$142K +1,500 +14%
LFASL
821
Lugano Financial Advisors SA (LFA)
Switzerland
$1.04M -$431K -4,557 -28%
TIAA Trust, National Association
822
TIAA Trust, National Association
North Carolina
$1.04M +$1.13M +11,954 New
BCA
823
Bray Capital Advisors
Florida
$1.04M
PA
824
Pinnacle Associates
New York
$1.03M +$82.6K +873 +8%
SWM
825
SeaCrest Wealth Management
New York
$1.01M -$877K -9,273 -44%