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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2751
Next Capital Management
New York
$1.64M +$10.1K +80 +0.6%
AFM
2752
Andesa Financial Management
Pennsylvania
$1.64M +$840K +6,645 +85%
OFG
2753
Oxford Financial Group
Indiana
$1.64M -$239K -1,889 -12%
OFS
2754
OneAscent Financial Services
Alabama
$1.63M -$64.5K -510 -3%
GM
2755
GeoWealth Management
Illinois
$1.63M +$497K +3,930 +37%
PCM
2756
Prelude Capital Management
New York
$1.63M +$1.39M +10,958 +316%
DAM
2757
Delta Asset Management
Tennessee
$1.63M -$27.2K -215 -1%
FCM
2758
Fortis Capital Management
Washington
$1.63M -$215K -1,704 -11%
CIA
2759
Compass Ion Advisors
Pennsylvania
$1.62M +$103K +813 +6%
LI
2760
Lafayette Investments
Maryland
$1.62M
HWM
2761
Hemington Wealth Management
Virginia
$1.62M +$30.2K +239 +2%
WCG
2762
Weaver Consulting Group
California
$1.62M +$107K +846 +6%
AO
2763
Advisor OS
Illinois
$1.62M +$50.2K +397 +3%
SFA
2764
Source Financial Advisors
New York
$1.62M +$410K +3,242 +29%
WCA
2765
Waratah Capital Advisors
Ontario, Canada
$1.62M +$1.81M +14,309 New
DE
2766
Day & Ennis
Georgia
$1.62M +$132K +1,044 +8%
HFP
2767
Holistic Financial Partners
Indiana
$1.61M +$14.2K +112 +0.8%
WA
2768
Wealth Architects
California
$1.61M +$132K +1,042 +8%
CRI
2769
Colonial River Investments
Virginia
$1.61M -$18.2K -144 -1%
AFG
2770
Alterity Financial Group
Maine
$1.61M +$97.2K +769 +6%
KSWA
2771
Kathleen S. Wright Associates
Pennsylvania
$1.61M +$543K +4,295 +43%
WLIM
2772
White Lighthouse Investment Management
Massachusetts
$1.61M +$79.1K +626 +5%
SKCP
2773
Storm King Capital Partners
New York
$1.61M
CA
2774
Calton & Associates
Florida
$1.61M -$181K -1,431 -9%
AFS
2775
Aft Forsyth & Sober
Florida
$1.6M