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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1151
TruWealth Advisors
Louisiana
$42.3M +$322K +1,441 +0.8%
OGC
1152
Oak Grove Capital
New Hampshire
$42.1M +$1.26M +5,642 +3%
AMCA
1153
Arthur M. Cohen & Associates
Illinois
$42.1M -$114K -511 -0.3%
CA
1154
CSM Advisors
Pennsylvania
$41.9M -$3.45M -15,457 -8%
GLA
1155
Good Life Advisors
Pennsylvania
$41.9M +$1.3M +5,803 +3%
LPT
1156
Legacy Private Trust
Wisconsin
$41.9M +$561K +2,511 +1%
WIC
1157
Woodmont Investment Counsel
Tennessee
$41.9M -$195K -873 -0.5%
PA
1158
PFG Advisors
Arizona
$41.8M -$1.44M -6,436 -3%
RCP
1159
Rothschild Capital Partners
New York
$41.8M +$50.5K +226 +0.1%
AWAG
1160
ARS Wealth Advisors Group
Florida
$41.8M +$333K +1,492 +0.8%
AWE
1161
Avidian Wealth Enterprises
Texas
$41.7M -$630K -2,823 -2%
SVWG
1162
Shared Vision Wealth Group
United States
$41.7M -$26.8K -120 -0.1%
KA
1163
Kovack Advisors
Florida
$41.6M -$1.33M -5,969 -3%
BCMO
1164
Buckingham Capital Management (Ohio)
Ohio
$41.4M -$1.01M -4,509 -2%
WA
1165
WP Advisors
California
$41.4M -$377K -1,689 -0.9%
QI
1166
Qtron Investments
Massachusetts
$41.3M -$236K -1,055 -0.6%
RWA
1167
River Wealth Advisors
Pennsylvania
$41.3M +$76.8K +344 +0.2%
BOH
1168
Bank of Hawaii
Hawaii
$41.2M -$65.2K -292 -0.2%
ESBC
1169
E.S. Barr & Co
Kentucky
$41.2M -$109K -488 -0.3%
SWIG
1170
Strategic Wealth Investment Group
Kentucky
$41.1M -$11M -49,433 -21%
LSPW
1171
Lake Street Private Wealth
Illinois
$41.1M -$9.26M -41,462 -19%
CM
1172
Cercano Management
Washington
$41M -$53.3M -238,765 -58%
DP
1173
DDD Partners
Washington
$41M -$2.08M -9,333 -5%
CCA
1174
Checchi Capital Advisers
California
$40.8M -$2.2M -9,869 -5%
NCM
1175
Novare Capital Management
North Carolina
$40.8M -$652K -2,920 -2%