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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1401
Geneos Wealth Management
Colorado
$7.33M -$3.17M -9,165 -30%
RCA
1402
Resonant Capital Advisors
Wisconsin
$7.33M -$201K -581 -3%
SC
1403
Sawyer & Company
Massachusetts
$7.32M +$134K +388 +2%
SVWAG
1404
Sound View Wealth Advisors Group
Georgia
$7.31M +$177K +512 +2%
PT
1405
Plimoth Trust
Massachusetts
$7.29M +$103K +299 +1%
DWM
1406
Diversify Wealth Management
Utah
$7.28M -$38.4K -111 -0.5%
CANC
1407
Culbertson A N & Co
Virginia
$7.28M +$76.1K +220 +1%
SIAP
1408
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.26M -$6.58K -19 -0.1%
GWANC
1409
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.25M +$132K +380 +2%
GIA
1410
Gladstone Institutional Advisory
Florida
$7.24M +$495K +1,429 +7%
LMIM
1411
Lockheed Martin Investment Management
Maryland
$7.24M -$270K -780 -4%
IP
1412
Interval Partners
New York
$7.22M +$7.32M +21,164 New
IAM
1413
Infusive Asset Management
New York
$7.21M -$356K -1,030 -5%
CCM
1414
Canal Capital Management
Virginia
$7.18M +$30.5K +88 +0.4%
ECML
1415
Eagle Capital Management (Louisiana)
Louisiana
$7.17M -$128K -369 -2%
CBT
1416
Crews Bank & Trust
Florida
$7.15M -$47.1K -136 -0.6%
JIP
1417
Jaffetilchin Investment Partners
Florida
$7.15M -$16.3K -47 -0.2%
PP
1418
Pacifica Partners
Canada
$7.13M +$357K +1,031 +5%
MYLI
1419
Meiji Yasuda Life Insurance
Japan
$7.12M +$414K +1,197 +6%
AC
1420
Avestar Capital
New York
$7.1M +$102K +296 +1%
BDL
1421
Bey-Douglas LLC
Georgia
$7.09M -$2.47M -7,125 -26%
LG
1422
Leuthold Group
Minnesota
$7.09M +$243K +702 +3%
RWM
1423
RBA Wealth Management
California
$7.04M -$280K -809 -4%
VCM
1424
Vivaldi Capital Management
Illinois
$7.04M -$521K -1,504 -7%
LTAS
1425
Linden Thomas Advisory Services
North Carolina
$7.01M +$204K +590 +3%