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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
901
Atria Wealth Solutions
New York
$3.21M -$7.83M -27,644 -71%
PWS
902
Peloton Wealth Strategists
Indiana
$3.21M
VWMG
903
Virginia Wealth Management Group
Virginia
$3.2M +$21.2K +75 +0.7%
SIG
904
Stonegate Investment Group
Alabama
$3.2M -$516K -1,823 -14%
VWM
905
Venturi Wealth Management
Texas
$3.2M -$158K -559 -5%
SWP
906
Strategic Wealth Partners
Ohio
$3.2M +$3.24M +11,449 New
FCBT
907
First Citizens Bank & Trust
North Carolina
$3.19M +$443K +1,562 +16%
MGIA
908
Moneta Group Investment Advisors
Missouri
$3.19M -$80.2K -283 -2%
PT
909
Plimoth Trust
Massachusetts
$3.18M +$177K +624 +6%
CIA
910
Cohen Investment Advisors
New Hampshire
$3.18M +$145K +513 +5%
SFG
911
SevenBridge Financial Group
Pennsylvania
$3.18M -$653K -2,305 -17%
MWM
912
Mission Wealth Management
California
$3.17M +$107K +379 +3%
AC
913
AlphaCore Capital
California
$3.17M +$746K +2,633 +30%
GLR
914
Great Lakes Retirement
Ohio
$3.17M +$210K +742 +7%
HDIM
915
Hanson & Doremus Investment Management
Vermont
$3.17M +$403K +1,422 +14%
NP
916
NorthRock Partners
Minnesota
$3.17M +$75.6K +267 +2%
MCB
917
Morton Community Bank
Illinois
$3.16M +$167K +590 +6%
CTI
918
Community Trust & Investment
Kentucky
$3.15M +$60.6K +214 +2%
SAM
919
Sectoral Asset Management
Quebec, Canada
$3.15M +$251K +885 +9%
FBT
920
First Bank & Trust
South Dakota
$3.14M +$207K +732 +7%
AAS
921
Annex Advisory Services
Wisconsin
$3.14M +$24.1K +85 +0.8%
V
922
ValueWorks
New York
$3.13M +$28.9K +102 +0.9%
TSMHT
923
Thurston Springer Miller Herd & Titak
Indiana
$3.13M +$416K +1,468 +15%
BBWA
924
Bell & Brown Wealth Advisors
California
$3.12M +$67.1K +237 +2%
OA
925
Oxbow Advisors
Texas
$3.12M +$65.7K +232 +2%