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Name Holding Trade Value Shares
Change
Change in
Stake
Glass Wealth Management
1876
Glass Wealth Management
Texas
$3.94M +$180K +562 +5%
HF Advisory Group
1877
HF Advisory Group
Maryland
$3.92M +$910K +2,833 +33%
Second Line Capital
1878
Second Line Capital
Louisiana
$3.91M +$162K +504 +5%
Evergreen Wealth Management
1879
Evergreen Wealth Management
Michigan
$3.91M +$161K +503 +5%
MAM
1880
Milestone Asset Management
Pennsylvania
$3.9M +$539K +1,680 +17%
Fairfield Financial Advisors
1881
Fairfield Financial Advisors
Massachusetts
$3.9M -$798K -2,486 -18%
Sterling Investment Counsel
1882
Sterling Investment Counsel
New York
$3.9M -$23.8K -74 -0.6%
AK Global Asset Management
1883
AK Global Asset Management
California
$3.89M +$85.1K +265 +2%
Accent Capital Management
1884
Accent Capital Management
Ohio
$3.89M +$137K +427 +4%
Gables Capital Management
1885
Gables Capital Management
Florida
$3.87M +$46.2K +144 +1%
Voya Financial Advisors
1886
Voya Financial Advisors
Connecticut
$3.87M +$50.4K +157 +1%
HBW Advisory Services
1887
HBW Advisory Services
California
$3.87M +$129K +403 +4%
Accuvest Global Advisors
1888
Accuvest Global Advisors
Utah
$3.87M +$3.4M +10,595 +1,531%
MAM
1889
Mystic Asset Management
Rhode Island
$3.87M +$2.57K +8 +0.1%
Pinnacle Wealth Planning Services
1890
Pinnacle Wealth Planning Services
Ohio
$3.87M +$101K +315 +3%
RD Lewis Holdings
1891
RD Lewis Holdings
Florida
$3.87M +$294K +917 +9%
180 Wealth Advisors
1892
180 Wealth Advisors
Washington
$3.86M -$35.6K -111 -1%
Arjuna Capital
1893
Arjuna Capital
North Carolina
$3.86M -$59.4K -185 -2%
KMWM
1894
Keudell/Morrison Wealth Management
Oregon
$3.86M +$8.99K +28 +0.2%
SummitTX Capital
1895
SummitTX Capital
Texas
$3.85M -$2.27M -7,069 -39%
BankPlus Trust Department
1896
BankPlus Trust Department
Mississippi
$3.84M +$130K +405 +4%
Nicholas Hoffman & Company
1897
Nicholas Hoffman & Company
Georgia
$3.84M -$6.42K -20 -0.2%
PCM Encore
1898
PCM Encore
Colorado
$3.84M +$116K +361 +3%
Mayflower Financial Advisors
1899
Mayflower Financial Advisors
Massachusetts
$3.83M -$36.6K -114 -1%
Wealth Alliance
1900
Wealth Alliance
New York
$3.83M +$143K +445 +4%