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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1051
Independent Solutions Wealth Management
New York
$3.96M +$152K +263 +4%
LSPW
1052
Lake Street Private Wealth
Illinois
$3.96M -$131K -227 -3%
IAN
1053
Integrated Advisors Network
Texas
$3.95M -$117K -202 -3%
CCM
1054
Canal Capital Management
Virginia
$3.93M +$236K +409 +7%
HCM
1055
Hollencrest Capital Management
California
$3.91M +$5.77K +10 +0.2%
DWT
1056
Dorsey & Whitney Trust
South Dakota
$3.88M -$138K -240 -4%
AIA
1057
AIMZ Investment Advisors
California
$3.88M -$17.9K -31 -0.5%
SP
1058
Saranac Partners
$3.87M -$2.39M -4,140 -39%
CT
1059
Caldwell Trust
Florida
$3.87M -$45.6K -79 -1%
SPW
1060
Surience Private Wealth
Washington
$3.87M +$3.74M +6,483 New
CCFP
1061
Charles Carroll Financial Partners
Massachusetts
$3.87M
CIM
1062
Chapman Investment Management
California
$3.87M +$20.2K +35 +0.5%
GITFIT
1063
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.85M
PT
1064
Plimoth Trust
Massachusetts
$3.84M -$426K -738 -10%
SC
1065
Savant Capital
Illinois
$3.84M +$209K +362 +6%
AAM
1066
Azzad Asset Management
Virginia
$3.84M -$668K -1,159 -15%
FNA
1067
First National Advisers
Nebraska
$3.8M +$1.18M +2,041 +47%
BCM
1068
Barden Capital Management
Texas
$3.79M +$529K +918 +14%
LSAG
1069
Lake Street Advisors Group
New Hampshire
$3.79M +$3.66M +6,353 New
EAM
1070
EFG Asset Management
Oregon
$3.79M +$1.63M +2,834 +81%
BHIA
1071
Birch Hill Investment Advisors
Massachusetts
$3.78M -$110K -191 -3%
FFA
1072
Farther Finance Advisors
California
$3.77M +$2.73M +4,740 +300%
GCM
1073
Geneva Capital Management
Wisconsin
$3.74M -$180K -312 -5%
GP
1074
Girard Partners
Pennsylvania
$3.73M -$402K -697 -10%
MAS
1075
Meeder Advisory Services
Ohio
$3.72M +$167K +290 +5%