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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
601
Verdence Capital Advisors
Maryland
$1.6M +$54.6K +537 +4%
FCP
602
Fidelis Capital Partners
Florida
$1.6M +$79K +777 +6%
EWA
603
EP Wealth Advisors
California
$1.59M +$869K +8,552 +150%
MCM
604
MAI Capital Management
Ohio
$1.59M -$744K -7,321 -34%
PS
605
Principal Securities
Iowa
$1.58M +$170K +1,675 +13%
MA
606
Montag & Associates
Georgia
$1.58M
VIG
607
Vienna Insurance Group
Poland
$1.57M -$164K -1,610 -10%
CFMC
608
Curbstone Financial Management Corp
New Hampshire
$1.56M -$40.7K -400 -3%
SFA
609
Sequoia Financial Advisors
Ohio
$1.56M -$19.4K -191 -1%
DZ Bank
610
DZ Bank
Germany
$1.55M -$2.84M -27,899 -67%
WWM
611
Western Wealth Management
Colorado
$1.55M +$1.14M +11,210 +416%
JWCA
612
J.W. Cole Advisors
Florida
$1.54M -$212K -2,089 -13%
SPC
613
Sigma Planning Corp
Michigan
$1.54M -$77.1K -759 -5%
FFA
614
Farther Finance Advisors
California
$1.54M +$525K +5,170 +60%
OAM
615
Oak Asset Management
California
$1.54M -$100K -985 -7%
DIA
616
Dean Investment Associates
Ohio
$1.53M -$116K -1,138 -8%
DSC
617
Duncker Streett & Co
Missouri
$1.53M
SHWM
618
Smith & Howard Wealth Management
Georgia
$1.53M
DF
619
Donoghue Forlines
Massachusetts
$1.52M +$687K +6,760 +99%
SC
620
SouthState Corp
Florida
$1.52M -$327K -3,217 -19%
V
621
VeraBank
Texas
$1.51M
CFP
622
Cascade Financial Partners
California
$1.51M -$16.3K -160 -1%
CAM
623
Cozad Asset Management
Illinois
$1.5M +$203 +2 +0%
TCOV
624
Trust Company of Vermont
Vermont
$1.5M +$147K +1,451 +12%
KWM
625
Kingsview Wealth Management
Oregon
$1.5M +$73K +718 +6%