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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
1626
Archford Capital Strategies
Illinois
$26.5M +$697K +2,679 +3%
SSWM
1627
Strait & Sound Wealth Management
California
$26.5M -$2.96M -11,372 -10%
BZWA
1628
Blue Zone Wealth Advisors
California
$26.5M +$7.62M +29,296 +39%
HW
1629
HORAN Wealth
Ohio
$26.4M -$41.9K -161 -0.2%
TI
1630
TTP Investments
California
$26.4M -$1.25M -4,816 -4%
VNA
1631
Valley National Advisers
Pennsylvania
$26.4M -$375K -1,440 -1%
TPI
1632
Trust Point Inc
Wisconsin
$26.4M -$130K -499 -0.5%
LSV Asset Management
1633
LSV Asset Management
Illinois
$26.3M +$146K +561 +0.5%
OA
1634
Oxbow Advisors
Texas
$26.3M -$6.31M -24,246 -19%
IP
1635
Ignite Planners
California
$26.3M +$175K +672 +0.7%
KFI
1636
Key Financial Inc
Pennsylvania
$26.3M +$1.65M +6,327 +7%
ERWM
1637
Elk River Wealth Management
Colorado
$26.2M +$466K +1,792 +2%
FI
1638
Firetrail Investments
Australia
$26.2M +$332K +1,276 +1%
PWMG
1639
Prestige Wealth Management Group
New Jersey
$26.2M -$130K -500 -0.5%
TNBTD
1640
Trustmark National Bank Trust Department
Mississippi
$26.2M -$781K -3,001 -3%
SP
1641
Symmetry Partners
Connecticut
$26.2M -$288K -1,106 -1%
BFA
1642
Bill Few Associates
Pennsylvania
$26.2M +$2.78M +10,693 +12%
NW
1643
Naviter Wealth
Arkansas
$26.1M +$898K +3,451 +3%
SFO
1644
Stenger Family Office
Illinois
$26.1M +$2.16M +8,287 +9%
CI
1645
Capital International
California
$26.1M -$790K -3,034 -3%
WIM
1646
Wittenberg Investment Management
Massachusetts
$26.1M -$492K -1,890 -2%
FFP
1647
FourThought Financial Partners
Florida
$26.1M -$1.42M -5,453 -5%
PCTC
1648
Perkins Coie Trust Company
Washington
$26M +$210K +805 +0.8%
RBA
1649
Richard Bernstein Advisors
New York
$26M -$1.04M -3,977 -4%
FNB
1650
Farmers National Bank
Kentucky
$26M +$679K +2,609 +3%