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Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
2251
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.72M -$210K -1,568 -5%
ITIM
2252
Indiana Trust & Investment Management
Indiana
$3.72M +$214K +1,596 +6%
WMP
2253
Wealth Management Partners
Arizona
$3.7M +$181K +1,353 +5%
SA
2254
Strategic Advocates
Utah
$3.7M +$3.9M +29,112 New
OBWG
2255
Onyx Bridge Wealth Group
New York
$3.7M +$157K +1,173 +4%
FMN
2256
Financial Management Network
California
$3.7M +$84.3K +629 +2%
BMC
2257
Beaton Management Company
Massachusetts
$3.69M +$22.2K +166 +0.6%
UIA
2258
Ulland Investment Advisors
Minnesota
$3.68M -$104K -773 -3%
BG
2259
Bahl & Gaynor
Ohio
$3.68M +$224K +1,670 +6%
HFRG
2260
Houlihan Financial Resource Group
Virginia
$3.68M +$3.78M +28,224 New
AFC
2261
AFT Forsyth & Company
Florida
$3.68M +$63.6K +475 +2%
WFAG
2262
Worth Financial Advisory Group
North Carolina
$3.68M +$194K +1,450 +5%
MCCA
2263
Mill Creek Capital Advisors
Pennsylvania
$3.67M -$569K -4,246 -13%
WCM
2264
Wisconsin Capital Management
Wisconsin
$3.67M +$1.38M +10,309 +56%
LAI
2265
Legal Advantage Investments
California
$3.67M +$13.4K +100 +0.3%
LFA
2266
Legacy Financial Advisors
Kentucky
$3.66M +$655K +4,885 +20%
AA
2267
Aire Advisors
California
$3.66M -$171K -1,278 -4%
HCA
2268
Harbor Capital Advisors
Illinois
$3.66M +$187K +1,394 +5%
PP
2269
Patron Partners
Texas
$3.65M +$7.1K +53 +0.2%
PAA
2270
Peregrine Asset Advisers
Oregon
$3.65M +$2.3M +17,185 +149%
MG
2271
Marex Group
$3.65M -$2.42M -18,066 -39%
FLI
2272
Family Legacy Inc
South Carolina
$3.64M +$29.6K +221 +0.8%
EA
2273
Emerald Advisers
Pennsylvania
$3.64M +$24.7K +184 +0.6%
HDIM
2274
Hanson & Doremus Investment Management
Vermont
$3.64M +$277K +2,065 +8%
SCM
2275
SOL Capital Management
Maryland
$3.63M -$308K -2,295 -7%