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Name Holding Trade Value Shares
Change
Change in
Stake
PW
1726
Potentia Wealth
California
$25.5M +$6.6M +24,584 +35%
TC
1727
TownSquare Capital
Utah
$25.5M -$2.85M -10,610 -10%
BF
1728
bLong Financial
Tennessee
$25.5M -$8.32K -31 -0%
WAM
1729
Wernau Asset Management
Massachusetts
$25.5M -$169K -628 -0.7%
MA
1730
Mezzasalma Advisors
New Jersey
$25.4M +$1.79M +6,657 +8%
TCOTS
1731
Trust Company of the South
North Carolina
$25.4M +$935K +3,484 +4%
MAM
1732
McLean Asset Management
Virginia
$25.4M -$93.7K -349 -0.4%
NO
1733
Ninety One
South Africa
$25.3M +$5.48M +20,404 +28%
MCA
1734
Millennium Capital Advisors
Arkansas
$25.3M -$429K -1,599 -2%
SC
1735
Sepio Capital
Utah
$25.3M +$3.79M +14,121 +18%
THCM
1736
Taylor Hoffman Capital Management
Virginia
$25.3M -$382K -1,423 -2%
PFG
1737
Putney Financial Group
California
$25.3M -$616K -2,295 -2%
PWPS
1738
Pinnacle Wealth Planning Services
Ohio
$25.3M -$230K -855 -0.9%
PWS
1739
Peterson Wealth Services
Utah
$25.3M +$24.6M +91,786 +8,159%
RA
1740
Ransom Advisory
Rhode Island
$25.2M -$212K -788 -0.8%
FFWA
1741
FRG Family Wealth Advisors
Washington
$25.2M -$283K -1,056 -1%
1IA
1742
1834 Investment Advisors
Wisconsin
$25.2M -$1.6M -5,968 -6%
LWA
1743
Lineweaver Wealth Advisors
Ohio
$25.2M +$21.5K +80 +0.1%
BFA
1744
Bill Few Associates
Pennsylvania
$25.1M +$893K +3,327 +4%
SC
1745
Searle & Co
Connecticut
$25.1M +$12.1K +45 +0%
PCG
1746
PFC Capital Group
California
$25.1M -$303K -1,130 -1%
ST
1747
Sentinel Trust
Texas
$25.1M -$344K -1,282 -1%
CWM
1748
Chemistry Wealth Management
New York
$25.1M -$1.5M -5,590 -6%
AIA
1749
AIMZ Investment Advisors
California
$25M +$1.83M +6,809 +8%
FPB
1750
First PREMIER Bank
South Dakota
$25M -$55.8K -208 -0.2%