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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1426
SimpliFi Inc
California
$1.15M -$140K -3,479 -11%
EW
1427
Evoke Wealth
California
$1.15M +$780K +19,341 +242%
Waverton Investment Management
1428
Waverton Investment Management
United Kingdom
$1.15M -$114K -2,818 -9%
VBCG
1429
Valley Brook Capital Group
Pennsylvania
$1.15M +$8.59K +213 +0.8%
PI
1430
Pettee Investors
Connecticut
$1.14M -$7.38K -183 -0.7%
ACM
1431
AlphaStar Capital Management
North Carolina
$1.14M +$461K +11,441 +72%
SA
1432
Strategic Advisors
New York
$1.14M -$195K -4,823 -15%
Smartleaf Asset Management
1433
Smartleaf Asset Management
Massachusetts
$1.14M +$377K +9,341 +52%
FMTC
1434
Farmers & Merchants Trust Company
California
$1.14M +$4.36K +108 +0.4%
KWMG
1435
King Wealth Management Group
Florida
$1.14M +$25.2K +624 +2%
SNS Financial Group
1436
SNS Financial Group
Minnesota
$1.13M -$18.2K -451 -2%
CL
1437
CSS LLC
Illinois
$1.13M +$202K +5,000 +23%
Choate Investment Advisors
1438
Choate Investment Advisors
Massachusetts
$1.13M +$47.7K +1,182 +5%
OA
1439
Operose Advisors
Wisconsin
$1.13M +$281K +6,973 +35%
ONSWM
1440
Old North State Wealth Management
North Carolina
$1.13M +$522K +12,944 +92%
Chilton Capital Management
1441
Chilton Capital Management
Texas
$1.13M -$44.2K -1,095 -4%
LSAG
1442
Lake Street Advisors Group
New Hampshire
$1.13M +$150K +3,714 +16%
ST
1443
Spinnaker Trust
Maine
$1.13M +$159K +3,952 +17%
TCPW
1444
Twin City Private Wealth
North Carolina
$1.13M +$1.08M +26,873 New
SEP
1445
Southland Equity Partners
Missouri
$1.13M +$106K +2,629 +11%
GM
1446
GeoWealth Management
Illinois
$1.12M +$253K +6,268 +31%
CA
1447
Continuum Advisory
Idaho
$1.12M -$475K -11,780 -29%
RI
1448
Ridgewood Investments
New Jersey
$1.12M +$161 +4 +0%
TFA
1449
Teamwork Financial Advisors
Texas
$1.12M +$13.3K +329 +1%
MCM
1450
Mork Capital Management
California
$1.12M – – –