Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
1001
TD Private Client Wealth
New York
$1.26M -$60.5K -487 -5%
BCM
1002
Barden Capital Management
Texas
$1.25M +$1.14M +9,177 New
FCBT
1003
First Citizens Bank & Trust
North Carolina
$1.25M +$320K +2,578 +39%
FAFN
1004
First Affirmative Financial Network
Colorado
$1.24M -$43.2K -348 -4%
LA
1005
Legacy Advisors
Pennsylvania
$1.23M +$14.4K +116 +1%
HP
1006
Holowesko Partners
Bahamas
$1.22M -$28.8M -231,800 -96%
HC
1007
Hamilton Capital
Ohio
$1.21M -$134K -1,080 -11%
LA
1008
LVW Advisors
New York
$1.21M -$60.1K -484 -5%
FAIM
1009
Financial Advocates Investment Management
Washington
$1.2M +$190K +1,527 +21%
LFA
1010
Legacy Financial Advisors
Kentucky
$1.2M +$20K +161 +2%
CMS
1011
Capital Market Strategies
Florida
$1.18M +$509K +4,102 +89%
TA
1012
TKG Advisors
Indiana
$1.18M -$1.25M -10,054 -54%
B
1013
Bellecapital
Switzerland
$1.18M +$152K +1,220 +16%
NFG
1014
Nations Financial Group
Iowa
$1.18M -$133K -1,069 -11%
GCM
1015
Graham Capital Management
Connecticut
$1.18M +$1.07M +8,640 New
NC
1016
Nipun Capital
California
$1.17M – – –
SIMG
1017
Sonora Investment Management Group
Arizona
$1.17M +$11.2K +90 +1%
DWM
1018
Dynasty Wealth Management
Florida
$1.17M +$1.06M +8,567 New
GA
1019
Geller Advisors
New York
$1.16M -$236K -1,901 -18%
AIM
1020
Anchor Investment Management
South Carolina
$1.16M -$8.07K -65 -0.8%
II
1021
Inspire Investing
Idaho
$1.16M -$373K -3,007 -26%
KP
1022
Keel Point
Alabama
$1.16M -$46.7K -376 -4%
NFC
1023
Northeast Financial Consultants
Connecticut
$1.16M +$57.8K +465 +6%
ARG
1024
Advisory Resource Group
Oklahoma
$1.15M -$6.83K -55 -0.6%
PBK
1025
Peoples Bank (Kansas)
Kansas
$1.15M -$77.6K -625 -7%