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Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
1076
Weiss Multi-Strategy Advisers
New York
$3.23M +$3.31M +59,890 New
CTFG
1077
Capstone Triton Financial Group
Oklahoma
$3.23M +$274K +4,956 +9%
BIAS
1078
Beacon Investment Advisory Services
New Jersey
$3.22M -$2.83M -51,141 -46%
SL
1079
Summitry LLC
California
$3.22M -$49.8K -901 -1%
SSWM
1080
Smith Salley Wealth Management
North Carolina
$3.21M +$61K +1,103 +2%
GF
1081
Gries Financial
Ohio
$3.2M +$910K +16,454 +38%
AWC
1082
Abundance Wealth Counselors
Pennsylvania
$3.2M +$3.28M +59,304 New
Vanguard Personalized Indexing Management
1083
Vanguard Personalized Indexing Management
California
$3.2M -$238K -4,310 -7%
EWM
1084
Empirical Wealth Management
Washington
$3.19M +$341K +6,161 +12%
SM
1085
Sciencast Management
New Jersey
$3.19M +$3.46M +62,588 New
MSAM
1086
Moloney Securities Asset Management
Missouri
$3.19M +$414K +7,478 +14%
SMFG
1087
Sumitomo Mitsui Financial Group
Japan
$3.17M +$706K +12,766 +28%
IFG
1088
Independent Financial Group
California
$3.16M +$73.6K +1,331 +2%
MYLI
1089
Meiji Yasuda Life Insurance
Japan
$3.15M -$19.8K -358 -0.6%
HI
1090
Hudock Inc
Pennsylvania
$3.15M -$45.9K -829 -1%
WB
1091
Webster Bank
Connecticut
$3.15M -$90.3K -1,633 -3%
BTWM
1092
Baker Tilly Wealth Management
Wisconsin
$3.14M +$926K +16,745 +40%
FAM
1093
Fred Alger Management
New York
$3.14M
FSA
1094
Fort Sheridan Advisors
Illinois
$3.12M +$185K +3,350 +6%
BONH
1095
Bank of New Hampshire
New Hampshire
$3.12M
UBV
1096
United Bank (Virginia)
Virginia
$3.12M -$23.7K -429 -0.7%
AF
1097
Arrow Financial
New York
$3.11M +$27.8K +503 +0.9%
MSA
1098
Marino Stram & Associates
Massachusetts
$3.1M +$850K +15,368 +37%
AWS
1099
Arkfeld Wealth Strategies
Nebraska
$3.1M +$142K +2,576 +5%
AT
1100
Arden Trust
Delaware
$3.09M -$44.8K -809 -1%