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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1776
Capital Impact Advisors
Massachusetts
$6.02M +$3M +18,940 +95%
DC
1777
DeDora Capital
California
$6.01M +$168K +1,060 +3%
CWM
1778
Cordatus Wealth Management
Pennsylvania
$5.99M -$105K -660 -2%
SS
1779
Simplicity Solutions
Minnesota
$5.99M -$38.4M -242,440 -86%
MWA
1780
MFA Wealth Advisors
Pennsylvania
$5.98M +$720K +4,540 +13%
PA
1781
Procyon Advisors
Connecticut
$5.97M
FSA
1782
Fort Sheridan Advisors
Illinois
$5.97M -$197K -1,240 -3%
HCM
1783
HM Capital Management
Missouri
$5.95M -$555K -3,500 -8%
ARMT
1784
Amica Retiree Medical Trust
Rhode Island
$5.93M
ACM
1785
Ayrshire Capital Management
Connecticut
$5.93M +$47.6K +300 +0.8%
RDWM
1786
Red Door Wealth Management
Tennessee
$5.93M +$466K +2,940 +8%
BCPWM
1787
Bradley & Co Private Wealth Management
Florida
$5.92M +$6.07M +38,300 New
MCM
1788
Makena Capital Management
California
$5.91M +$1.67M +10,540 +38%
PM
1789
Precept Management
Texas
$5.91M -$9.8M -61,800 -62%
VWM
1790
Venturi Wealth Management
Texas
$5.91M +$203K +1,280 +3%
AWP
1791
Ascent Wealth Partners
New York
$5.91M +$9.51K +60 +0.2%
HFAS
1792
Hummer Financial Advisory Services
Illinois
$5.91M
BWA
1793
BDO Wealth Advisors
Florida
$5.89M +$3.26M +20,560 +117%
TLP
1794
Trinity Legacy Partners
Texas
$5.88M +$120K +760 +2%
CM
1795
Caption Management
Oklahoma
$5.88M +$2.29M +14,460 +61%
IC
1796
Inscription Capital
Texas
$5.87M -$22.2K -140 -0.4%
SIP
1797
Stoneridge Investment Partners
Pennsylvania
$5.84M +$2.12M +13,400 +55%
MA
1798
Mezzasalma Advisors
New Jersey
$5.84M +$1.2M +7,540 +25%
MIP
1799
Marietta Investment Partners
Wisconsin
$5.83M -$476K -3,000 -7%
ISWM
1800
Independent Solutions Wealth Management
New York
$5.81M +$25.4K +160 +0.4%