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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Cache Advisors
California
$1.04M
BCM
1052
Barden Capital Management
Texas
$1.04M +$34.1K +123 +3%
FSAG
1053
Financial Solutions Advisory Group
Illinois
$1.04M +$1.18M +4,259 New
FG
1054
Fiduciary Group
Georgia
$1.04M -$60.1K -217 -5%
IB
1055
Intrust Bank
Kansas
$1.03M -$80.6K -291 -6%
KWM
1056
Kingsview Wealth Management
Oregon
$1.02M -$616K -2,222 -35%
PP
1057
PDS Planning
Ohio
$1.02M -$48.8K -176 -4%
PPWP
1058
Premier Path Wealth Partners
New Jersey
$1.02M +$45.2K +163 +4%
BIM
1059
Baldwin Investment Management
Pennsylvania
$1.01M -$334K -1,205 -22%
PA
1060
Procyon Advisors
Connecticut
$1.01M -$607K -2,192 -35%
TRIA
1061
Trail Ridge Investment Advisors
Colorado
$998K -$16.1K -58 -1%
AAP
1062
Arax Advisory Partners
Colorado
$997K -$341K -1,232 -23%
AFC
1063
AFT Forsyth & Company
Florida
$991K -$90K -325 -7%
ESB
1064
Essex Savings Bank
Connecticut
$991K -$114K -411 -9%
AC
1065
AlphaCore Capital
California
$987K -$250K -902 -18%
MWM
1066
Meridian Wealth Management
Kentucky
$987K -$25.2K -91 -2%
CNC
1067
Citizens & Northern Corp
Pennsylvania
$987K +$60.7K +219 +6%
SFP
1068
Shepherd Financial Partners
Massachusetts
$985K -$111K -399 -9%
IIM
1069
Invariant Investment Management
Pennsylvania
$984K +$440K +1,587 +59%
SW
1070
SVB Wealth
Massachusetts
$982K -$620K -2,237 -36%
PI
1071
PFG Investments
New York
$977K -$18K -65 -2%
BCM
1072
BluePath Capital Management
Georgia
$976K +$107K +386 +11%
SFCL
1073
Strengthening Families & Communities LLC
Massachusetts
$976K -$250K -901 -18%
LOAME
1074
Lombard Odier Asset Management (Europe)
United Kingdom
$972K -$2.63M -9,500 -70%
FWTB
1075
First Western Trust Bank
Colorado
$971K +$25.5K +92 +2%