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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1101
SSA Swiss Advisors
$2.3M – – –
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$2.29M -$171K -1,518 -6%
OAM
1103
Ostrum Asset Management
France
$2.29M -$336K -2,973 -12%
BOS
1104
Bank of Stockton
California
$2.28M +$303K +2,685 +14%
GDP
1105
Great Diamond Partners
Maine
$2.26M -$25.4K -225 -1%
AlphaCore Capital
1106
AlphaCore Capital
California
$2.26M -$691K -6,123 -22%
Burney Company
1107
Burney Company
Virginia
$2.26M -$187K -1,660 -7%
DEA
1108
DoubleLine ETF Adviser
Florida
$2.25M +$2.48M +21,921 New
MMG
1109
Monetary Management Group
Missouri
$2.25M -$11.3K -100 -0.5%
Magnetar Financial
1110
Magnetar Financial
Illinois
$2.25M +$2.49M +22,052 New
NERM
1111
New England Research & Management
Illinois
$2.25M -$192K -1,700 -7%
MSS
1112
Mitchell Sinkler & Starr
Pennsylvania
$2.24M -$43K -381 -2%
Zevenbergen Capital Investments
1113
Zevenbergen Capital Investments
Washington
$2.24M +$46.9K +415 +2%
HBWM
1114
Hollow Brook Wealth Management
New York
$2.23M -$36.1K -320 -1%
ET
1115
Equitable Trust
Tennessee
$2.23M -$77.6K -687 -3%
REMPR
1116
Roof Eidam Maycock Peralta (REMP)
California
$2.23M – – –
SP
1117
Stablepoint Partners
Massachusetts
$2.22M +$58.4K +517 +2%
PL
1118
Parthenon LLC
Kentucky
$2.2M -$33.4K -296 -1%
FDP
1119
Financiere des Professionnels
Quebec, Canada
$2.19M +$2.4M +21,282 New
SGWP
1120
Sun Group Wealth Partners
California
$2.18M +$105K +928 +5%
Private Management Group
1121
Private Management Group
California
$2.18M – – –
Forvis Mazars Wealth Advisors
1122
Forvis Mazars Wealth Advisors
Missouri
$2.16M -$93.4K -827 -4%
WA1
1123
Wimmer Associates 1
California
$2.16M -$141K -1,250 -6%
BA
1124
Bellwether Advisors
Nebraska
$2.16M -$1.69K -15 -0.1%
SC
1125
Shuttleworth & Co
Ohio
$2.16M +$34.3K +304 +1%