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Name Holding Trade Value Shares
Change
Change in
Stake
X
1076
Xponance
Pennsylvania
$2.14M +$809K +508 +89%
SWM
1077
Shelton Wealth Management
Texas
$2.13M -$299K -188 -15%
EMB
1078
Elefante Mark B
$2.13M +$280K +176 +19%
SFG
1079
SevenBridge Financial Group
Pennsylvania
$2.12M +$12.7K +8 +0.7%
CFM
1080
Compass Financial Management
Florida
$2.12M +$1.73M +1,089 New
AHIA
1081
Andrew Hill Investment Advisors
Florida
$2.11M +$664K +417 +65%
DAM
1082
Deepwater Asset Management
Minnesota
$2.09M -$4.36M -2,742 -72%
PIA
1083
Perennial Investment Advisors
California
$2.09M +$205K +129 +14%
VNA
1084
Valley National Advisers
Pennsylvania
$2.09M +$58.9K +37 +4%
PGWM
1085
Parisi Gray Wealth Management
New Jersey
$2.09M +$621K +390 +59%
ARG
1086
Advisory Resource Group
Oklahoma
$2.09M -$177K -111 -10%
DE
1087
Diversified Enterprises
Delaware
$2.08M +$6.37K +4 +0.4%
JSSH
1088
J. Safra Sarasin Holding
$2.07M +$1.09M +686 +155%
BCG
1089
BayBridge Capital Group
California
$2.07M +$1M +631 +155%
WFA
1090
Wellspring Financial Advisors
Ohio
$2.07M +$23.9K +15 +1%
AWC
1091
Abundance Wealth Counselors
Pennsylvania
$2.06M +$670K +421 +68%
DWM
1092
Dakota Wealth Management
Florida
$2.06M -$302K -190 -16%
BWP
1093
BSW Wealth Partners
Colorado
$2.06M +$17.5K +11 +1%
Fiera Capital (Canada)
1094
Fiera Capital (Canada)
Quebec, Canada
$2.06M +$263K +165 +19%
CCM
1095
Crew Capital Management
Ohio
$2.05M -$442K -278 -21%
DA
1096
Dover Advisors
Virginia
$2.05M +$116K +73 +4%
HT
1097
Heritage Trust
Oklahoma
$2.04M – – –
GAM
1098
Gotham Asset Management
New York
$2.04M – – –
LI
1099
LMCG Investments
Massachusetts
$2.03M -$6.37K -4 -0.4%
RCM
1100
Radnor Capital Management
Pennsylvania
$2.03M -$30.2K -19 -2%