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Name Holding Trade Value Shares
Change
Change in
Stake
KM
1476
KP Management
Minnesota
$5.22M
MHS
1477
M Holdings Securities
Oregon
$5.21M -$1.12M -4,142 -18%
GI
1478
GLOBALT Investments
Georgia
$5.21M -$164K -606 -3%
BEC
1479
Blue Edge Capital
Virginia
$5.21M -$8.65K -32 -0.2%
CWS
1480
Confluence Wealth Services
Pennsylvania
$5.2M -$428K -1,582 -8%
AWA
1481
Arete Wealth Advisors
Illinois
$5.16M +$5.07M +18,764 New
ISB
1482
Iowa State Bank
Iowa
$5.12M -$125K -463 -2%
CW
1483
CreativeOne Wealth
Kansas
$5.11M -$761K -2,816 -13%
WKWM
1484
Walter & Keenan Wealth Management
Indiana
$5.09M +$483K +1,786 +11%
PA
1485
Prossimo Advisors
California
$5.09M +$67K +248 +1%
LWM
1486
Liberty Wealth Management
California
$5.07M -$1.89M -6,981 -27%
TLP
1487
Trinity Legacy Partners
Texas
$5.07M +$111K +412 +2%
PP
1488
Pegasus Partners
Wisconsin
$5.07M +$303K +1,121 +6%
AWA
1489
Arkadios Wealth Advisors
Georgia
$5.07M +$533K +1,970 +12%
BKA
1490
Brick & Kyle Associates
Pennsylvania
$5.07M -$178K -659 -3%
TVWM
1491
Tower View Wealth Management
Wisconsin
$5.06M +$12.2K +45 +0.2%
CCS
1492
Concentric Capital Strategies
Connecticut
$5.06M -$2.83M -10,470 -36%
BCFS
1493
Butensky & Cohen Financial Security
Florida
$5.05M +$50.8K +188 +1%
TAM
1494
Trust Asset Management
Texas
$5.05M -$102K -376 -2%
BIM
1495
Baldwin Investment Management
Pennsylvania
$5.05M -$52.7K -195 -1%
Empower Advisory Group
1496
Empower Advisory Group
Colorado
$5.04M +$422K +1,560 +9%
MLIC
1497
Mandatum Life Insurance Company
Finland
$5.04M +$10.8K +40 +0.2%
RWA
1498
Roberts Wealth Advisors
California
$5.03M +$43.3K +160 +0.9%
DFG
1499
Dupree Financial Group
Kentucky
$5.03M +$4.95M +18,309 New
TFA
1500
Transamerica Financial Advisors
Florida
$5.02M -$177K -654 -3%