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Name Holding Trade Value Shares
Change
Change in
Stake
NP
1301
NorthRock Partners
Minnesota
$1.41M -$1.13M -27,970 -45%
AAS
1302
Annex Advisory Services
Wisconsin
$1.41M -$2.23M -55,070 -61%
CA
1303
Calton & Associates
Florida
$1.41M +$70.9K +1,747 +5%
SB
1304
Strategic Blueprint
Georgia
$1.41M -$217K -5,361 -13%
CIC
1305
Cincinnati Indemnity Company
Ohio
$1.4M – – –
MBT
1306
Montecito Bank & Trust
California
$1.4M +$20K +494 +1%
BCG
1307
BayBridge Capital Group
California
$1.39M -$43.2K -1,065 -3%
CCM
1308
Chilton Capital Management
Texas
$1.39M -$391K -9,642 -22%
SOAMC
1309
Spirit of America Management Corp
New York
$1.39M – – –
BC
1310
Bowman & Company
Wisconsin
$1.38M -$14.5K -357 -1%
WAG
1311
Windsor Advisory Group
Ohio
$1.38M – – –
GIP
1312
Granite Investment Partners
California
$1.37M – – –
LA
1313
Lynch & Associates
Indiana
$1.37M -$51.3K -1,265 -4%
JWBC
1314
J.W. Burns & Co
New York
$1.37M -$97K -2,392 -7%
SAW
1315
Signal Advisors Wealth
Michigan
$1.36M +$420K +10,348 +45%
ET
1316
Equitable Trust
Tennessee
$1.36M -$65.9K -1,625 -5%
FPH
1317
Financial Planning Hawaii
Hawaii
$1.36M +$1.36M +33,420 New
CI
1318
CX Institutional
Indiana
$1.36M -$191K -4,721 -12%
NCM
1319
NCM Capital Management
New Jersey
$1.35M +$602K +14,838 +81%
IPAM
1320
Investment Partners Asset Management
New Jersey
$1.35M -$61.7K -1,522 -4%
LCWP
1321
Legacy Capital Wealth Partners
Arkansas
$1.35M -$9.9K -244 -0.7%
CTA
1322
Chesley Taft & Associates
Illinois
$1.35M +$46.3K +1,141 +4%
CAMV
1323
Concord Asset Management (Virginia)
Virginia
$1.35M +$8.31K +205 +0.6%
AW
1324
Alaethes Wealth
Nevada
$1.34M -$28.4K -699 -2%
IPWA
1325
International Private Wealth Advisors
California
$1.34M +$900K +22,183 +208%