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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
776
ORG Wealth Partners
Texas
$6.08M +$429K +3,371 +8%
CPA
777
Capital Planning Advisors
California
$6.07M -$30.9K -243 -0.5%
FC
778
Fulcrum Capital
Washington
$6.07M +$139K +1,089 +2%
MGIA
779
Moneta Group Investment Advisors
Missouri
$6.04M +$267K +2,094 +5%
AF
780
Advisornet Financial
Minnesota
$6.04M -$453K -3,558 -7%
PIM
781
Penobscot Investment Management
Massachusetts
$6.04M -$191K -1,500 -3%
ECM
782
Everence Capital Management
Indiana
$6.03M +$182K +1,430 +3%
TBA
783
Tower Bridge Advisors
Pennsylvania
$6.01M +$37.7K +296 +0.7%
PWG
784
Portside Wealth Group
Utah
$6M -$143K -1,125 -2%
HJGA
785
Hardman Johnston Global Advisors
Connecticut
$5.98M
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.97M -$21.3K -167 -0.4%
KFBMI
787
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.97M
SGH
788
Sivik Global Healthcare
Connecticut
$5.97M -$636K -5,000 -10%
PSC
789
Prentiss Smith & Co
Vermont
$5.96M -$1.61M -12,618 -22%
MWM
790
Modern Wealth Management
Kansas
$5.95M +$586K +4,608 +11%
WI
791
Wahed Invest
New York
$5.94M +$49.9K +392 +0.9%
PVI
792
Pine Valley Investments
New Jersey
$5.92M -$220K -1,728 -4%
HIP
793
HUB Investment Partners
Texas
$5.89M +$1.89M +14,819 +50%
ACM
794
Ayrshire Capital Management
Connecticut
$5.86M -$135K -1,060 -2%
ST
795
Somerset Trust
Pennsylvania
$5.85M +$248K +1,947 +5%
LCM
796
Liberty Capital Management
Michigan
$5.83M +$255 +2 +0%
RPC
797
Rossmore Private Capital
Connecticut
$5.83M -$59.1K -464 -1%
AWM
798
Avior Wealth Management
Nebraska
$5.8M -$427K -3,355 -7%
SIA
799
Schechter Investment Advisors
Michigan
$5.8M -$1.36M -10,686 -20%
CHC
800
City Holding Co
West Virginia
$5.75M +$177K +1,392 +3%