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Name Holding Trade Value Shares
Change
Change in
Stake
TNA
1101
True North Advisors
Texas
$35.9M +$2.2M +13,902 +7%
EW
1102
Evoke Wealth
California
$35.8M -$2.1M -13,285 -6%
RCAMU
1103
Rothschild & Co Asset Management US
Connecticut
$35.6M +$5.72M +36,169 +22%
RCM
1104
RNC Capital Management
California
$35.5M -$5M -31,624 -14%
PFA
1105
Paradigm Financial Advisors
Missouri
$35.5M -$1.23M -7,782 -4%
RIM
1106
Regent Investment Management
Kentucky
$35.3M +$426K +2,694 +1%
PIM
1107
Progressive Investment Management
Oregon
$35.3M -$1.01M -6,393 -3%
OWA
1108
Octavia Wealth Advisors
Ohio
$35.3M +$1.42M +8,969 +5%
VCA
1109
Verdence Capital Advisors
Maryland
$35.2M +$61.6K +390 +0.2%
TFO
1110
Tarbox Family Office
California
$35.1M -$2.8M -17,697 -8%
MCA
1111
Martin Capital Advisors
Texas
$35.1M +$31.3M +197,862 New
CA
1112
Cornerstone Advisory
Maryland
$35.1M -$1.26M -7,968 -4%
SAM
1113
SP Asset Management
California
$35M -$50.7K -321 -0.2%
MFW
1114
Meristem Family Wealth
Minnesota
$35M +$65.7K +416 +0.2%
AAS
1115
Annex Advisory Services
Wisconsin
$35M -$65K -411 -0.2%
PAM
1116
Premier Asset Management
Illinois
$35M -$8.85M -55,983 -22%
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$35M -$572K -3,622 -2%
PI
1118
PFS Investments
Georgia
$35M +$1.49M +9,413 +5%
AWA
1119
Arkadios Wealth Advisors
Georgia
$34.9M +$4.1M +25,947 +15%
TFS
1120
TrustCore Financial Services
Tennessee
$34.8M -$5.27M -33,341 -15%
EWM
1121
Elite Wealth Management
Washington
$34.8M -$1.33M -8,387 -4%
MWA
1122
Miller Wealth Advisors
Colorado
$34.7M +$30.9M +195,682 New
PWMAG
1123
Pinnacle Wealth Management Advisory Group
New Jersey
$34.7M +$10.9M +68,826 +54%
WCMN
1124
Westchester Capital Management (Nebraska)
Nebraska
$34.7M -$1.59M -10,056 -5%
BCP
1125
Blue Chip Partners
Michigan
$34.6M +$549K +3,475 +2%