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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1601
Allen Capital Group
Nebraska
$27M +$995K +4,404 +4%
IP
1602
Ignite Planners
California
$27M -$568K -2,516 -2%
AM
1603
Atwater Malick
Pennsylvania
$26.9M -$357K -1,580 -1%
PWAM
1604
Private Wealth Asset Management
Iowa
$26.9M -$65.1K -288 -0.3%
SSWM
1605
Strait & Sound Wealth Management
California
$26.9M +$3.05M +13,491 +15%
LA
1606
LM Advisors
California
$26.9M -$44.6M -197,625 -65%
TNBTD
1607
Trustmark National Bank Trust Department
Mississippi
$26.8M -$484K -2,141 -2%
CPIA
1608
Cornell Pochily Investment Advisors
New York
$26.8M -$46.8K -207 -0.2%
MAWA
1609
Moss Adams Wealth Advisors
Washington
$26.8M +$2.48K +11 +0%
TCBWMS
1610
Texas Capital Bank Wealth Management Services
Texas
$26.8M -$2.37M -10,513 -9%
AA
1611
Armis Advisers
Georgia
$26.7M +$427K +1,890 +2%
PCTC
1612
Perkins Coie Trust Company
Washington
$26.7M +$2.25M +9,956 +10%
SC
1613
Sierra Capital
Florida
$26.7M -$943K -4,173 -4%
TPI
1614
Trust Point Inc
Wisconsin
$26.7M +$23.7M +104,822 New
TC
1615
TownSquare Capital
Utah
$26.6M -$3.61M -15,969 -13%
CFSG
1616
Community Financial Services Group
Vermont
$26.6M -$2.42M -10,703 -9%
RFMS
1617
RWQ Financial Management Services
Florida
$26.6M +$23.1M +102,425 +5,388%
PWMG
1618
Prestige Wealth Management Group
New Jersey
$26.6M -$258K -1,141 -1%
ERWM
1619
Elk River Wealth Management
Colorado
$26.5M -$166K -735 -0.7%
CPA
1620
Capital Performance Advisors
California
$26.5M +$524K +2,321 +2%
GIM
1621
Generali Investments Management
Slovenia
$26.4M +$1.84M +8,149 +9%
CIC
1622
Concord Investment Counsel
California
$26.4M +$23.4M +103,671 New
PCA
1623
Peddock Capital Advisors
Massachusetts
$26.3M -$382K -1,689 -2%
1WA
1624
180 Wealth Advisors
Washington
$26.3M -$455K -2,016 -2%
LSV Asset Management
1625
LSV Asset Management
Illinois
$26.3M +$23M +101,713 +7,063%