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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
876
Concourse Financial Group Securities
Alabama
$5.49M -$203K -371 -3%
SCM
877
Sitrin Capital Management
California
$5.46M -$42.2K -77 -0.7%
DAS
878
Dynamic Advisor Solutions
Arizona
$5.44M +$23K +42 +0.4%
CCG
879
Cypress Capital Group
Florida
$5.44M -$106K -194 -2%
DAS
880
Diversify Advisory Services
Utah
$5.43M +$1.03M +1,884 +21%
AF
881
Arrow Financial
New York
$5.43M -$55.4K -101 -1%
FTWA
882
Fifth Third Wealth Advisors
Ohio
$5.42M +$114K +207 +2%
USAA
883
United Services Automobile Association
Texas
$5.41M -$1.36M -2,481 -19%
LSWM
884
Lorne Steinberg Wealth Management
Canada
$5.38M +$694K +1,265 +14%
PWM
885
Perigon Wealth Management
California
$5.38M +$145K +265 +3%
EWM
886
Executive Wealth Management
Michigan
$5.35M +$205K +373 +4%
IWA
887
Icon Wealth Advisors
Texas
$5.34M -$124K -226 -2%
SIA
888
Soltis Investment Advisors
Utah
$5.31M +$5.19M +9,458 +1,190%
HTHT
889
Hemenway Trust Hemenway Trust
New Hampshire
$5.28M +$1.94M +3,539 +53%
P
890
&Partners
Tennessee
$5.27M +$3.46M +6,301 +163%
PSP
891
Pacific Sage Partners
Washington
$5.26M
DCM
892
Donaldson Capital Management
Indiana
$5.24M +$153K +279 +3%
DBG
893
De Burlo Group
Massachusetts
$5.24M -$82.3K -150 -1%
WCM
894
Wisconsin Capital Management
Wisconsin
$5.23M -$43.9K -80 -0.8%
CAS
895
Coppell Advisory Solutions
Texas
$5.22M +$5.35M +9,754 +2,580%
BHWM
896
Bar Harbor Wealth Management
New Hampshire
$5.21M +$205K +373 +4%
DIM
897
DLK Investment Management
California
$5.2M +$79K +144 +1%
ACM
898
Alight Capital Management
New York
$5.18M +$2.74M +5,000 +100%
AA
899
Ancora Advisors
Ohio
$5.17M +$2.52M +4,592 +85%
AAMU
900
APG Asset Management US
New York
$5.17M -$54.3M -98,991 -91%