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Name Holding Trade Value Shares
Change
Change in
Stake
EP
1251
Edgestream Partners
New Jersey
$2.15M +$2.19M +17,154 New
SNBOSCI
1252
Security National Bank of Sioux City Iowa
Iowa
$2.15M -$24.2K -190 -1%
OPW
1253
Oxler Private Wealth
New York
$2.14M -$16.2K -127 -0.7%
FRA
1254
Frank Rimerman Advisors
California
$2.14M -$766K -6,009 -26%
BCA
1255
Bay Colony Advisors
Massachusetts
$2.13M +$1M +7,872 +86%
CWM
1256
Cornerstone Wealth Management
Missouri
$2.12M +$37.7K +296 +2%
CL
1257
CIM LLC
New York
$2.12M +$18.6K +146 +0.9%
PWP
1258
Perfromance Wealth Partners
Illinois
$2.12M +$1.07M +8,421 +99%
GLR
1259
Great Lakes Retirement
Ohio
$2.12M +$88K +691 +4%
LAM
1260
Lewis Asset Management
California
$2.11M +$32.6K +256 +2%
LFG
1261
Larson Financial Group
Missouri
$2.11M +$106K +835 +5%
PI
1262
PFG Investments
New York
$2.11M +$283K +2,222 +15%
SFG
1263
SevenBridge Financial Group
Pennsylvania
$2.1M -$77.5K -608 -3%
CCFCSB
1264
Cape Cod Five Cents Savings Bank
Massachusetts
$2.1M
RP
1265
Rice Partnership
Hawaii
$2.1M +$9.94K +78 +0.5%
AL
1266
Aspiriant LLC
California
$2.1M -$40.1K -315 -2%
DA
1267
Doliver Advisors
Texas
$2.1M +$167K +1,309 +8%
CI
1268
Cigna Investments
Connecticut
$2.09M -$17.6K -138 -0.8%
JAG
1269
Journey Advisory Group
Kentucky
$2.09M -$21.8K -171 -1%
PFM
1270
Potomac Fund Management
Florida
$2.09M -$128K -1,008 -6%
CPWA
1271
Cerro Pacific Wealth Advisors
California
$2.09M -$36.8K -289 -2%
HCP
1272
Holt Capital Partners
Texas
$2.09M +$13.4K +105 +0.6%
TFS
1273
Thoroughbred Financial Services
Tennessee
$2.09M -$81.5K -640 -4%
LWL
1274
Leo Wealth LLC
Texas
$2.08M +$232K +1,818 +12%
SFA
1275
Souders Financial Advisors
Ohio
$2.08M -$76.9K -604 -4%