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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
826
Moneta Group Investment Advisors
Missouri
$4M +$1.14M +714 +55%
AHC
827
Adell Harriman & Carpenter
Texas
$4M +$482K +303 +18%
DAS
828
Dynamic Advisor Solutions
Arizona
$4M -$422K -265 -12%
PWM
829
Perigon Wealth Management
California
$3.99M -$46.2K -29 -1%
GWM
830
Goldenstone Wealth Management
California
$3.99M +$12.7K +8 +0.4%
FMI
831
Frec Markets Inc
California
$3.98M +$591K +371 +23%
SWP
832
Sagespring Wealth Partners
Tennessee
$3.98M +$49.3K +31 +2%
SC
833
Syon Capital
California
$3.98M -$76.4K -48 -2%
BAM
834
BOCHK Asset Management
Hong Kong
$3.98M -$1.11M -700 -26%
MCM
835
Moore Capital Management
New York
$3.98M +$1.44M +906 +83%
KAS
836
KPP Advisory Services
Kentucky
$3.96M +$78K +49 +3%
SCP
837
Sivia Capital Partners
California
$3.96M +$646K +406 +26%
KFS
838
Kurt F. Somerville
$3.94M -$95.5K -60 -3%
AWM
839
Aprio Wealth Management
Georgia
$3.93M +$329K +207 +12%
LS
840
Leelyn Smith
Illinois
$3.92M +$57.3K +36 +2%
RGC
841
Roberts, Glore & Co
Illinois
$3.9M -$463K -291 -13%
WAM
842
Werlinich Asset Management
Connecticut
$3.9M – – –
NI
843
Natural Investments
California
$3.88M -$1.73M -1,086 -36%
IB
844
Intrust Bank
Kansas
$3.87M -$74.8K -47 -2%
WFC
845
Western Financial Corp
California
$3.85M +$103K +65 +3%
PWPS
846
Pinnacle Wealth Planning Services
Ohio
$3.83M +$46.2K +29 +2%
WMP
847
Wealth Management Partners
Arizona
$3.82M -$25.5K -16 -0.8%
AWA
848
Acumen Wealth Advisors
Tennessee
$3.82M +$1.93M +1,215 +173%
AHL
849
Abel Hall LLC
Louisiana
$3.81M +$1.59K +1 +0.1%
NG
850
Norden Group
Utah
$3.79M -$275K -173 -8%