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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
1001
Capital Market Strategies
Florida
$1.89M +$331K +2,179 +25%
RI
1002
Ridgewood Investments
New Jersey
$1.88M -$10.8K -71 -0.7%
LSAG
1003
Lake Street Advisors Group
New Hampshire
$1.86M -$5.61K -37 -0.3%
CIM
1004
Confluence Investment Management
Missouri
$1.86M +$22.1K +146 +1%
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
$1.86M +$459K +3,026 +39%
CAM
1006
Cozad Asset Management
Illinois
$1.86M +$79.3K +523 +5%
JWM
1007
Janiczek Wealth Management
Colorado
$1.83M -$113K -742 -7%
CP
1008
Canopy Partners
Ohio
$1.83M +$46.3K +305 +3%
SFFS
1009
Stonehage Fleming Financial Services
Jersey
$1.83M +$1.6M +10,524 New
UWS
1010
Unique Wealth Strategies
Illinois
$1.83M
KJHP
1011
K.J. Harrison & Partners
Ontario, Canada
$1.83M +$1.59M +10,500 New
COI
1012
Connable Office Inc
Michigan
$1.82M +$1.59M +10,479 New
HFM
1013
Hartford Financial Management
Connecticut
$1.82M -$260K -1,717 -14%
SOW
1014
State of Wyoming
Wyoming
$1.8M -$2.55M -16,826 -62%
NCFG
1015
New Century Financial Group
New Jersey
$1.8M +$1M +6,594 +175%
QPBE
1016
Quintet Private Bank (Europe)
Luxembourg
$1.8M -$849K -5,598 -38%
GFG
1017
Greystone Financial Group
Michigan
$1.79M -$21.5K -142 -1%
CT
1018
Caldwell Trust
Florida
$1.78M +$280K +1,847 +22%
GAG
1019
GM Advisory Group
New York
$1.78M +$43.7K +288 +3%
QPW
1020
Quantum Private Wealth
Florida
$1.77M +$35.5K +234 +2%
SC
1021
Sapient Capital
Indiana
$1.77M +$19.9K +131 +1%
BFIM
1022
Beese Fulmer Investment Management
Ohio
$1.77M -$193K -1,275 -11%
FFS
1023
Founders Financial Securities
Maryland
$1.76M +$547K +3,605 +55%
FHB
1024
First Hawaiian Bank
Hawaii
$1.75M +$96.3K +635 +7%
Toronto Dominion Bank
1025
Toronto Dominion Bank
Ontario, Canada
$1.75M -$622K -4,098 -29%