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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1001
Castleview Partners
Texas
$2.7M +$1.94M +6,620 +230%
DFA
1002
Delta Financial Advisors
Louisiana
$2.68M +$42.7K +146 +2%
WC
1003
Whitney & Co
New York
$2.68M -$146K -500 -5%
MCCP
1004
Mission Creek Capital Partners
California
$2.68M -$206K -705 -7%
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
$2.68M +$50.3K +172 +2%
SIA
1006
Strategic Investment Advisors
Michigan
$2.68M +$74.9K +256 +3%
ZCI
1007
Zevenbergen Capital Investments
Washington
$2.67M +$7.32K +25 +0.3%
FRA
1008
Front Row Advisors
California
$2.67M +$21.9K +75 +0.8%
CHAM
1009
Clear Harbor Asset Management
Connecticut
$2.66M -$111K -381 -4%
BIA
1010
Beacon Investment Advisors
Maryland
$2.66M +$5.27K +18 +0.2%
TCA
1011
Trifecta Capital Advisors
Illinois
$2.66M +$141K +481 +5%
LD
1012
Lipe & Dalton
New York
$2.66M -$20.5K -70 -0.7%
OPW
1013
Oxler Private Wealth
New York
$2.65M +$957K +3,272 +54%
CS
1014
Crescent Sterling
Louisiana
$2.65M +$35.4K +121 +1%
LS
1015
Leelyn Smith
Illinois
$2.65M -$53K -181 -2%
GLR
1016
Great Lakes Retirement
Ohio
$2.63M +$4.68K +16 +0.2%
PCM
1017
Princeton Capital Management
New Jersey
$2.62M +$57.4K +196 +2%
SFP
1018
Sweet Financial Partners
Minnesota
$2.62M -$1.23M -4,212 -31%
AWC
1019
Abundance Wealth Counselors
Pennsylvania
$2.61M +$67K +229 +3%
ISWM
1020
Independent Solutions Wealth Management
New York
$2.61M +$105K +359 +4%
S
1021
SimplyRich
California
$2.61M
MCC
1022
Money Concepts Capital
Florida
$2.61M +$94.5K +323 +4%
WA1
1023
Wimmer Associates 1
California
$2.6M +$4.39K +15 +0.2%
CAG
1024
Crestwood Advisors Group
Massachusetts
$2.6M +$39.8K +136 +2%
PA
1025
Parallel Advisors
California
$2.6M +$54.4K +186 +2%