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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1926
SageView Advisory Group
California
$1.55M -$18.7K -46 -1%
BAAM
1927
Baker Avenue Asset Management
California
$1.55M +$422K +1,039 +47%
MWA
1928
Meridian Wealth Advisors
Texas
$1.54M +$26.8K +66 +2%
LWM
1929
Lodestone Wealth Management
Washington
$1.54M -$194K -479 -13%
1WM
1930
1900 Wealth Management
Texas
$1.54M -$128K -315 -9%
PI
1931
PineBridge Investments
New York
$1.54M -$787K -1,940 -38%
MCM
1932
Mengis Capital Management
Oregon
$1.54M +$132K +325 +11%
AU
1933
Algebris (UK)
United Kingdom
$1.54M +$1.31M +3,236 New
PGF
1934
Plan Group Financial
Oklahoma
$1.54M -$193K -476 -13%
GCM
1935
Genus Capital Management
British Columbia, Canada
$1.54M -$325K -800 -20%
RA
1936
Ruggaard & Associates
Ohio
$1.53M -$406 -1 -0%
TFA
1937
Toth Financial Advisory
Virginia
$1.53M -$1.62K -4 -0.1%
QCIG
1938
Quad-Cities Investment Group
Iowa
$1.53M -$406 -1 -0%
P
1939
Paradiem
Louisiana
$1.53M -$51.1K -126 -4%
FVWA
1940
Foster Victor Wealth Advisors
South Carolina
$1.52M +$232K +571 +19%
CBA
1941
Coastal Bridge Advisors
Connecticut
$1.52M -$90.9K -224 -7%
PF
1942
Prosperitas Financial
California
$1.51M +$31.2K +77 +2%
AA
1943
Advisory Alpha
Michigan
$1.51M +$379K +934 +42%
TGAM
1944
TBH Global Asset Management
Tennessee
$1.51M -$1.62K -4 -0.1%
FFL
1945
Future Fund LLC
Illinois
$1.51M +$16.2K +40 +1%
HT
1946
Headlands Technologies
Illinois
$1.5M +$1.28M +3,146 New
BFA
1947
Bill Few Associates
Pennsylvania
$1.5M
SSWM
1948
Sheets Smith Wealth Management
North Carolina
$1.5M +$24.8K +61 +2%
OCM
1949
Orser Capital Management
Texas
$1.5M +$1.28M +3,143 New
AI
1950
Accredited Investors
Minnesota
$1.5M