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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1676
Byrne Asset Management
New Jersey
$1.3M -$31.1K -106 -2%
CG
1677
Clifford Group
Massachusetts
$1.29M -$44.3K -151 -3%
EWM
1678
Endowment Wealth Management
Wisconsin
$1.29M -$212K -722 -15%
XWL
1679
XXI Wealth LLC
Illinois
$1.29M +$1.24M +4,243 New
SVWAG
1680
Sound View Wealth Advisors Group
Georgia
$1.29M -$182K -619 -13%
PWG
1681
Portside Wealth Group
Utah
$1.29M +$426K +1,452 +52%
JIC
1682
Joel Isaacson & Co
New York
$1.28M +$6.46K +22 +0.5%
OIS
1683
OneAscent Investment Solutions
Alabama
$1.28M -$15.6K -53 -1%
MUAMU
1684
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.28M +$880K +3,000 +250%
CFD
1685
Creative Financial Designs
Indiana
$1.27M +$165K +561 +15%
MFA
1686
Mayflower Financial Advisors
Massachusetts
$1.27M +$76.3K +260 +7%
KF
1687
Krilogy Financial
Missouri
$1.27M +$605K +2,061 +117%
FAL
1688
Focused Alpha LLC
Colorado
$1.27M +$1.22M +4,173 New
FFL
1689
Future Fund LLC
Illinois
$1.26M -$166K -567 -12%
AA
1690
Addison Advisors
Vermont
$1.26M +$1.47K +5 +0.1%
EB
1691
Eastern Bank
Massachusetts
$1.26M -$17K -58 -1%
VCM
1692
Virtue Capital Management
Tennessee
$1.25M -$6.12M -20,865 -84%
GIA
1693
Gateway Investment Advisers
Ohio
$1.25M +$317K +1,080 +36%
UWP
1694
Uniting Wealth Partners
Kansas
$1.25M +$61.6K +210 +5%
IWAO
1695
Independence Wealth Advisors (Ohio)
Ohio
$1.24M +$1.2M +4,092 New
CFMC
1696
Curbstone Financial Management Corp
New Hampshire
$1.24M -$127K -432 -10%
RDFA
1697
Ritter Daniher Financial Advisory
Ohio
$1.23M -$56.9K -194 -5%
ITFISA
1698
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.23M +$1.19M +4,063 New
GWCM
1699
Godshalk Welsh Capital Management
Pennsylvania
$1.23M +$38.1K +130 +3%
Wealthfront Advisers
1700
Wealthfront Advisers
California
$1.23M +$1.18M +4,034 New