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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1126
Anchor Investment Management
South Carolina
$2.6M +$714K +3,855 +51%
SPI
1127
Strategic Planning Inc
Ohio
$2.59M -$34.8K -188 -2%
SFFS
1128
Stonehage Fleming Financial Services
Jersey
$2.59M +$2.12M +11,447 New
EWA
1129
EverSource Wealth Advisors
Alabama
$2.59M +$645K +3,479 +44%
CA
1130
Clearstead Advisors
Ohio
$2.59M -$415K -2,239 -16%
LWAM
1131
Legacy Wealth Asset Management
Minnesota
$2.59M -$36.3K -196 -2%
BAM
1132
Belpointe Asset Management
Nevada
$2.57M +$398K +2,149 +23%
HI
1133
Harbour Investments
Wisconsin
$2.57M +$12.2K +66 +0.6%
IWM
1134
IHT Wealth Management
Illinois
$2.55M +$92.8K +501 +5%
ACMA
1135
Arbor Capital Management (Alaska)
Alaska
$2.54M +$186K +1,003 +10%
LB
1136
Legacy Bridge
Iowa
$2.53M +$1.85K +10 +0.1%
CAM
1137
Carret Asset Management
New York
$2.53M -$9.26K -50 -0.4%
FAFN
1138
First Affirmative Financial Network
Colorado
$2.52M +$122K +659 +6%
MWM
1139
Modern Wealth Management
Kansas
$2.52M +$38K +205 +2%
AAM
1140
Azzad Asset Management
Virginia
$2.52M +$18.7K +101 +0.9%
Edgewood Management
1141
Edgewood Management
Connecticut
$2.51M -$722K -3,900 -26%
EAM
1142
Eventide Asset Management
Massachusetts
$2.5M +$1.94M +10,452 New
CCA
1143
Checchi Capital Advisers
California
$2.47M -$47.4K -256 -2%
Toronto Dominion Bank
1144
Toronto Dominion Bank
Ontario, Canada
$2.47M +$73.9K +399 +4%
AC
1145
Avestar Capital
New York
$2.47M +$119K +643 +6%
MYLI
1146
Meiji Yasuda Life Insurance
Japan
$2.45M
RI
1147
Ridgewood Investments
New Jersey
$2.44M +$96K +518 +5%
AWM
1148
Allen Wealth Management
North Carolina
$2.43M -$29.5K -159 -1%
ES
1149
Element Squared
Minnesota
$2.42M +$1.98M +10,692 New
CIA
1150
Cape Investment Advisory
Georgia
$2.41M +$67.6K +365 +4%