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Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
2676
Steel Grove Capital Advisors
Tennessee
$5.68M -$142K -696 -3%
SCM
2677
Sterneck Capital Management
Missouri
$5.68M -$237K -1,160 -4%
CWMGP
2678
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.68M +$1.02M +5,010 +24%
BCI
2679
Brinker Capital Investments
Pennsylvania
$5.67M -$109M -535,077 -97%
OPS
2680
Orion Portfolio Solutions
Nebraska
$5.67M -$109M -535,077 -97%
RW
2681
Rede Wealth
Virginia
$5.66M -$16.2K -79 -0.3%
SI
2682
Saxon Interests
Texas
$5.65M +$50.9K +249 +1%
ISFAN
2683
Investor's Fiduciary Advisor Network
Washington
$5.65M +$5.27M +25,760 New
SW
2684
Signify Wealth
Missouri
$5.65M -$15.3K -75 -0.3%
SFA
2685
Semmax Financial Advisors
North Carolina
$5.64M -$264K -1,288 -5%
I
2686
INVST
Indiana
$5.64M +$29.7K +145 +0.6%
JWCA
2687
J.W. Coons Advisors
Ohio
$5.64M -$92.1K -450 -2%
TCOO
2688
Trust Company of Oklahoma
Oklahoma
$5.63M -$4.91K -24 -0.1%
SAM
2689
Silphium Asset Management
United Kingdom
$5.63M +$324K +1,584 +7%
RLWM
2690
RF&L Wealth Management
Massachusetts
$5.62M
BWA
2691
BlueSky Wealth Advisors
North Carolina
$5.62M
FDW
2692
Fourth Dimension Wealth
Ohio
$5.62M +$5.2M +25,431 New
OFG
2693
Opulen Financial Group
Virginia
$5.61M +$5.23M +25,573 New
FFG
2694
Frisch Financial Group
New York
$5.61M -$899K -4,395 -15%
GF
2695
Gries Financial
Ohio
$5.61M +$83.7K +409 +2%
AIM
2696
Acropolis Investment Management
Missouri
$5.61M +$439K +2,148 +9%
CH
2697
Cromwell Holdings
Wyoming
$5.6M -$126K -617 -2%
EPIME
2698
Evelyn Partners Investment Management (Europe)
$5.59M +$5.22M +25,499 New
ICP
2699
Impact Capital Partners
Colorado
$5.59M +$5.21M +25,479 New
SP
2700
Saranac Partners
$5.58M -$225K -1,098 -4%