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Name Holding Trade Value Shares
Change
Change in
Stake
MG
826
Mather Group
Illinois
$3.68M +$562K +1,566 +18%
CA
827
Cornerstone Advisors
North Carolina
$3.67M -$287K -800 -7%
Lord, Abbett & Co
828
Lord, Abbett & Co
New Jersey
$3.65M +$976K +2,720 +36%
KPWS
829
Kestra Private Wealth Services
Texas
$3.63M -$573K -1,596 -13%
MWA
830
Meridian Wealth Advisors
Texas
$3.6M +$49.9K +139 +1%
TFA
831
Teamwork Financial Advisors
Texas
$3.59M +$1.41M +3,919 +63%
GCGDR
832
Geo Capital Gestora de Recursos
Brazil
$3.59M -$190K -530 -5%
TPA
833
Trivium Point Advisory
Connecticut
$3.57M -$702K -1,958 -16%
MOS
834
MGO One Seven
Ohio
$3.56M -$3.34M -9,305 -48%
MWM
835
Modern Wealth Management
Kansas
$3.55M +$58.1K +162 +2%
FMC
836
First Merchants Corp
Indiana
$3.55M -$1.38M -3,836 -28%
LOAME
837
Lombard Odier Asset Management (Europe)
United Kingdom
$3.53M +$3.59M +10,000 New
PT
838
Plimoth Trust
Massachusetts
$3.52M +$454K +1,265 +15%
HAG
839
HighPoint Advisor Group
Illinois
$3.51M -$287K -799 -7%
CFB
840
Cullen/Frost Bankers
Texas
$3.5M -$16.6M -46,395 -82%
SFA
841
Sequoia Financial Advisors
Ohio
$3.5M -$48.4K -135 -1%
WIS
842
Wright Investors Service
Connecticut
$3.5M +$1.9M +5,293 +114%
VIA
843
Vickerman Investment Advisors
Washington
$3.47M +$465K +1,296 +15%
BHWM
844
Bar Harbor Wealth Management
New Hampshire
$3.47M -$77.1K -215 -2%
LCM
845
Logan Capital Management
Pennsylvania
$3.45M +$11.5K +32 +0.3%
KGC
846
Kennon-Green & Company
Ohio
$3.43M +$702K +1,957 +25%
KF
847
Krilogy Financial
Missouri
$3.4M +$3.64M +10,148 New
SSA
848
SSA Swiss Advisors
$3.4M
CCM
849
Chiron Capital Management
Florida
$3.4M +$71.8K +200 +2%
GSWM
850
Greenup Street Wealth Management
Michigan
$3.4M +$3.46M +9,641 New