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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1101
Pure Financial Advisors
California
$2.89M +$621K +1,815 +29%
AGWCA
1102
Annis Gardner Whiting Capital Advisors
Florida
$2.86M -$24.6K -72 -0.9%
NW
1103
Naviter Wealth
Arkansas
$2.85M +$516K +1,508 +24%
AG
1104
Ascent Group
Virginia
$2.84M -$26.7K -78 -1%
AWA
1105
Argo Wealth Advisory
Virginia
$2.84M -$103K -302 -4%
IB
1106
Intrust Bank
Kansas
$2.84M -$171K -499 -6%
ADL
1107
Asset Dedication LLC
California
$2.83M +$75.7K +221 +3%
CIC
1108
Crawford Investment Counsel
Georgia
$2.82M +$5.48K +16 +0.2%
PVM
1109
Palogic Value Management
Texas
$2.82M +$6.85K +20 +0.3%
CIG
1110
Cullen Investment Group
Louisiana
$2.8M +$12.7K +37 +0.5%
MWM
1111
Modern Wealth Management
Kansas
$2.8M +$1.52M +4,426 +77%
DCM
1112
Delta Capital Management
New Jersey
$2.79M +$18.8K +55 +0.7%
MAA
1113
Mraz Amerine & Associates
California
$2.78M -$15.1K -44 -0.6%
HWAM
1114
Hennion & Walsh Asset Management
New Jersey
$2.78M -$114K -332 -4%
SIA
1115
Strategic Investment Advisors
Michigan
$2.78M -$110K -322 -4%
AIM
1116
Aspen Investment Management
Michigan
$2.77M -$16.8K -49 -0.6%
CV
1117
Counterweight Ventures
North Carolina
$2.76M -$90.4K -264 -3%
EWS
1118
Evergreen Wealth Solutions
Pennsylvania
$2.76M +$74.6K +218 +3%
TW
1119
ticino wealth
California
$2.75M +$233K +682 +10%
NDSI
1120
Newman Dignan & Sheerar Inc
Rhode Island
$2.75M -$14.7K -43 -0.6%
SFM
1121
Sphera Funds Management
Israel
$2.72M – – –
GD
1122
Grandfield & Dodd
New York
$2.71M -$68.5K -200 -3%
IA
1123
IAM Advisory
Pennsylvania
$2.71M +$31.5K +92 +1%
RCG
1124
Regatta Capital Group
California
$2.71M +$63.7K +186 +3%
DC
1125
DeDora Capital
California
$2.71M +$31.8K +93 +1%