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Name Holding Trade Value Shares
Change
Change in
Stake
APP
2726
Avantax Planning Partners
Iowa
$5.49M +$463K +2,264 +10%
CBA
2727
Coastal Bridge Advisors
Connecticut
$5.48M +$599K +2,928 +13%
CWS
2728
Confluence Wealth Services
Pennsylvania
$5.47M -$53.4K -261 -1%
SW
2729
StrongBox Wealth
Missouri
$5.47M -$289K -1,414 -5%
MP
2730
McDonald Partners
Ohio
$5.47M -$11.7K -57 -0.2%
IAG
2731
Investment Advisory Group
Massachusetts
$5.47M +$368K +1,801 +8%
GCM
2732
Gables Capital Management
Florida
$5.46M +$7.16K +35 +0.1%
RGC
2733
Roberts, Glore & Co
Illinois
$5.46M -$236K -1,155 -4%
DIP
2734
DT Investment Partners
Pennsylvania
$5.46M +$37.4K +183 +0.7%
EGA
2735
E&G Advisors
Texas
$5.46M -$311K -1,520 -6%
FCFC
2736
First Commonwealth Financial Corp
Pennsylvania
$5.44M -$52K -254 -1%
WOC
2737
West Oak Capital
California
$5.44M -$14.3K -70 -0.3%
NF
2738
Nvest Financial
New Hampshire
$5.44M +$205K +1,004 +4%
CFO
2739
CVA Family Office
Colorado
$5.44M +$558K +2,726 +12%
WAAG
2740
Wealth Alliance Advisory Group
Kansas
$5.43M +$165K +806 +3%
FNBOH
2741
First National Bank of Hutchinson
Kansas
$5.41M +$1.93M +9,413 +62%
FAG
2742
Fortitude Advisory Group
Washington
$5.39M -$69.2K -338 -1%
SC
2743
Shay Capital
New York
$5.39M +$1.22M +5,944 +32%
SGAM
2744
Smith Group Asset Management
Texas
$5.38M +$23.5K +115 +0.5%
KCPT
2745
Kingstone Capital Partners Texas
Texas
$5.38M +$5.02M +24,530 New
ICP
2746
Interchange Capital Partners
Pennsylvania
$5.38M -$49.7K -243 -1%
VU
2747
Vanderbilt University
Tennessee
$5.38M -$1.69M -8,276 -25%
WCAMG
2748
Woodard & Company Asset Management Group
North Carolina
$5.37M -$308K -1,504 -6%
SXL
2749
Summit X LLC
Missouri
$5.37M +$511K +2,500 +11%
GSP
2750
Grafton Street Partners
Florida
$5.37M