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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$1.15M +$72.7K +107 +7%
CWM
552
Congress Wealth Management
Massachusetts
$1.13M +$23.8K +35 +2%
SFA
553
Souders Financial Advisors
Ohio
$1.13M -$49K -72 -4%
FP
554
Financial Perspectives
Minnesota
$1.13M +$110K +162 +12%
SWM
555
Spire Wealth Management
Virginia
$1.12M +$61.9K +91 +6%
AWM
556
Axxcess Wealth Management
California
$1.12M -$21.1K -31 -2%
JSL
557
JT Stratford LLC
Georgia
$1.12M -$38.8K -57 -4%
CW
558
Channel Wealth
California
$1.11M +$201K +296 +24%
DA
559
Doliver Advisors
Texas
$1.1M +$1.03M +1,522 New
ECM
560
Exchange Capital Management
Michigan
$1.09M +$4.08K +6 +0.4%
SFP
561
Shepherd Financial Partners
Massachusetts
$1.09M +$1.36K +2 +0.1%
DWP
562
Daymark Wealth Partners
Ohio
$1.08M +$104K +153 +11%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$41.5K +61 +4%
SXL
564
Summit X LLC
Missouri
$1.08M -$32.6K -48 -3%
RHP
565
Royal Harbor Partners
Texas
$1.08M -$29.9K -44 -3%
LCM
566
Laurion Capital Management
New York
$1.07M +$1.01M +1,481 New
CAG
567
Csenge Advisory Group
Florida
$1.07M +$237K +349 +31%
IVP
568
Intrinsic Value Partners
Arizona
$1.06M -$45.6K -67 -4%
VCA
569
Verdence Capital Advisors
Maryland
$1.05M -$132K -194 -12%
CBFP
570
Cedar Brook Financial Partners
Ohio
$1.05M +$19K +28 +2%
CFB
571
Cullen/Frost Bankers
Texas
$1.05M -$19.7K -29 -2%
BFS
572
Bradley Foster & Sargent
Connecticut
$1.05M +$19.7K +29 +2%
EWA
573
EP Wealth Advisors
California
$1.04M +$71.9M +105,709 +11,838%
BBVA
574
Banco Bilbao Vizcaya Argentaria
Spain
$1.04M -$124K -182 -11%
WCA
575
Westover Capital Advisors
Delaware
$1.04M +$46.2K +68 +5%