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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1676
Institute for Wealth Management
Colorado
$1.25M +$333K +6,287 +35%
BC
1677
Bridgefront Capital
Texas
$1.25M +$1.3M +24,476 New
LFA
1678
Legacy Financial Advisors
Kentucky
$1.25M +$45.6K +860 +4%
TC
1679
Telemus Capital
Michigan
$1.24M -$182K -3,431 -12%
WCM
1680
Washington Capital Management
Washington
$1.24M – – –
WPW
1681
Waldron Private Wealth
Pennsylvania
$1.24M +$64.8K +1,224 +5%
FFA
1682
Freedman Financial Associates
Massachusetts
$1.24M – – –
BCP
1683
Berkeley Capital Partners
Georgia
$1.24M +$628K +11,864 +96%
V
1684
VeraBank
Texas
$1.23M +$103K +1,951 +9%
MCC
1685
Malaga Cove Capital
California
$1.23M +$154K +2,911 +14%
RI
1686
Ridgewood Investments
New Jersey
$1.23M +$55.5K +1,048 +5%
SF
1687
Summit Financial
New Jersey
$1.23M +$16K +302 +1%
BV
1688
Boxwood Ventures
Illinois
$1.23M +$126K +2,387 +11%
VNA
1689
Valley National Advisers
Pennsylvania
$1.22M -$485K -9,147 -28%
AWM
1690
Aevitas Wealth Management
Massachusetts
$1.22M +$344K +6,491 +37%
WFM
1691
Wolff Financial Management
Michigan
$1.22M – – –
BPCE
1692
Bank Pictet & Cie (Europe)
Germany
$1.22M – – –
MSCM
1693
McElhenny Sheffield Capital Management
Texas
$1.22M +$833K +15,730 +192%
FMTC
1694
Farmers & Merchants Trust Company
California
$1.22M -$944K -17,825 -43%
SWM
1695
Salvus Wealth Management
New Jersey
$1.21M +$212K +4,009 +20%
LWCFA
1696
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.21M +$15.2K +286 +1%
OTL
1697
Oak Thistle LLC
New York
$1.21M +$912K +17,219 +265%
KPCM
1698
Kings Point Capital Management
New York
$1.2M +$34.1K +643 +3%
FMB
1699
Field & Main Bank
Kentucky
$1.2M +$43.4K +820 +4%
CGL
1700
Clarius Group LLC
Washington
$1.19M – – –