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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
2101
Jacobi Capital Management
Pennsylvania
$4.26M +$92.6K +811 +3%
SHFP
2102
Second Half Financial Partners
Florida
$4.26M +$3.39M +29,646 +986%
FFA
2103
Farther Finance Advisors
California
$4.25M +$665K +5,821 +22%
MA
2104
Modus Advisors
Minnesota
$4.23M +$106K +926 +3%
TNBTD
2105
Trustmark National Bank Trust Department
Mississippi
$4.23M -$555K -4,860 -13%
MCA
2106
Millennium Capital Advisors
Arkansas
$4.23M +$82.2K +720 +2%
BCM
2107
Barometer Capital Management
Ontario, Canada
$4.23M +$3.7M +32,435 New
TAIM
2108
Te Ahumairangi Investment Management
New Zealand
$4.22M -$3.65M -31,935 -50%
KCM
2109
Kanawha Capital Management
Virginia
$4.21M +$187K +1,640 +5%
AFAS
2110
Acorn Financial Advisory Services
Virginia
$4.21M +$162K +1,421 +5%
LT
2111
Legacy Trust
Michigan
$4.2M +$287K +2,511 +8%
AAG
2112
Armstrong Advisory Group
Massachusetts
$4.2M +$40.5K +355 +1%
WP
2113
WealthShield Partners
North Carolina
$4.2M -$279K -2,439 -7%
AFP
2114
Ausdal Financial Partners
Iowa
$4.19M +$3.54K +31 +0.1%
AWM
2115
Adams Wealth Management
Utah
$4.19M +$799 +7 +0%
APM
2116
Advanced Portfolio Management
New York
$4.19M +$3.67M +32,121 New
CFA
2117
Capstone Financial Advisors
Illinois
$4.18M +$31.1K +272 +0.9%
I
2118
INVST
Indiana
$4.18M +$15.6K +137 +0.4%
PM
2119
Precept Management
Texas
$4.17M
PPG
2120
Peak Planning Group
Colorado
$4.17M +$245K +2,145 +7%
SG
2121
Somerset Group
Minnesota
$4.16M -$12.6K -110 -0.3%
BWA
2122
Blodgett Wealth Advisors
California
$4.16M -$25K -219 -0.7%
SXL
2123
Summit X LLC
Missouri
$4.15M +$6.74K +59 +0.2%
GWMIA
2124
Global Wealth Management Investment Advisory
Florida
$4.15M +$113K +990 +3%
MG
2125
Mather Group
Illinois
$4.15M -$106K -931 -3%