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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1926
Taconic Capital Advisors
New York
$4.29M +$948K +7,500 +25%
CPO
1927
Cerity Partners OCIO
New York
$4.28M +$572K +4,527 +14%
AWP
1928
Ascent Wealth Partners
New York
$4.25M -$241K -1,904 -5%
ATFA
1929
All Terrain Financial Advisors
Minnesota
$4.25M +$40.4K +320 +0.9%
WEG
1930
World Equity Group
Illinois
$4.25M +$758 +6 +0%
LJCM
1931
Lee Johnson Capital Management
Texas
$4.24M +$4.39M +34,719 +1,231%
CC
1932
Claybrook Capital
Massachusetts
$4.23M
FMWA
1933
Forvis Mazars Wealth Advisors
Missouri
$4.23M -$117K -928 -2%
LA
1934
LVW Advisors
New York
$4.23M -$65.9K -521 -1%
PFSC
1935
Peoples Financial Services Corp
Pennsylvania
$4.22M +$28.9K +229 +0.6%
RAM
1936
Redmond Asset Management
Virginia
$4.22M -$11.4K -90 -0.2%
HGERS
1937
Householder Group Estate & Retirement Specialist
Arizona
$4.21M +$393K +3,112 +9%
GA
1938
GraniteShares Advisors
New York
$4.2M -$524K -4,143 -10%
WPWM
1939
Western Pacific Wealth Management
Illinois
$4.2M +$471K +3,728 +11%
CAC
1940
Certified Advisory Corp
Florida
$4.2M +$240K +1,902 +5%
NFG
1941
Nadler Financial Group
Illinois
$4.19M +$4.68K +37 +0.1%
MM
1942
Meridian Management
Arkansas
$4.19M +$112K +884 +2%
GCM
1943
Glynn Capital Management
California
$4.19M
APP
1944
Avantax Planning Partners
Iowa
$4.19M -$33.1K -262 -0.7%
VWM
1945
Venturi Wealth Management
Texas
$4.19M +$103K +816 +2%
AWCI
1946
Alpine Woods Capital Investors
New York
$4.17M -$9.13M -72,253 -66%
P
1947
Pariax
California
$4.17M +$47.7K +377 +1%
FFS
1948
Founders Financial Securities
Maryland
$4.17M +$71.8K +568 +2%
HFAS
1949
Hummer Financial Advisory Services
Illinois
$4.16M +$4.41M +34,921 +1,829%
HIP
1950
HUB Investment Partners
Texas
$4.14M +$242K +1,918 +6%