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Name Holding Trade Value Shares
Change
Change in
Stake
AR
2976
Advisory Research
Illinois
$6.7M +$924K +4,576 +16%
CWA
2977
Clarus Wealth Advisors
Arizona
$6.7M -$1.42M -7,031 -18%
MAG
2978
Mayfair Advisory Group
Alabama
$6.7M -$81.6K -404 -1%
AA
2979
Acorns Advisers
California
$6.7M +$1.38M +6,847 +27%
LF
2980
Lantz Financial
Illinois
$6.69M -$26.5K -131 -0.4%
CASB
2981
Cape Ann Savings Bank
Massachusetts
$6.69M -$278K -1,378 -4%
DWM
2982
Denver Wealth Management
Colorado
$6.68M -$40.2K -199 -0.6%
1NWS
2983
1 North Wealth Services
Maryland
$6.68M -$17.4K -86 -0.3%
AFS
2984
Aft Forsyth & Sober
Florida
$6.68M +$30.3K +150 +0.5%
NCM
2985
NCM Capital Management
New Jersey
$6.67M +$605K +2,995 +10%
LRWA
2986
Long Run Wealth Advisors
New York
$6.67M +$258K +1,280 +4%
PA
2987
Prossimo Advisors
California
$6.66M +$99.2K +491 +2%
Fiera Capital (Canada)
2988
Fiera Capital (Canada)
Quebec, Canada
$6.66M +$421K +2,083 +7%
FWM
2989
Fingerlakes Wealth Management
New York
$6.65M -$166K -822 -2%
AFA
2990
American Financial Advisors
Georgia
$6.65M -$26.9K -133 -0.4%
ACM
2991
Advance Capital Management
Michigan
$6.65M -$380K -1,880 -5%
OIM
2992
Opus Investment Management
Massachusetts
$6.65M
CCG
2993
Coastwise Capital Group
California
$6.64M +$18.8K +93 +0.3%
RP
2994
Riverbridge Partners
Minnesota
$6.64M -$31.7K -157 -0.5%
FSBI
2995
Fearless Solutions (Best Invest)
Texas
$6.62M -$114K -564 -2%
BOJHT
2996
Bank of Jackson Hole Trust
Wyoming
$6.62M +$422K +2,091 +7%
LCM
2997
Legato Capital Management
California
$6.61M +$10.7K +53 +0.2%
CL
2998
CVFG LLC
Indiana
$6.61M +$38.2K +189 +0.6%
TFP
2999
Tilia Fiduciary Partners
North Carolina
$6.6M -$267K -1,322 -4%
CFSG
3000
Clark Financial Services Group
Missouri
$6.59M -$43.8K -217 -0.7%