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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
926
Formidable Asset Management
Ohio
$1.38M -$3.83K -25 -0.3%
VI
927
Versor Investments
New York
$1.38M +$445K +2,900 +55%
APW
928
Acima Private Wealth
Virginia
$1.36M
BFG
929
Beacon Financial Group
Texas
$1.36M +$11.5K +75 +0.9%
SQA
930
Simon Quick Advisors
New Jersey
$1.35M +$42.2K +275 +4%
BFS
931
Bradley Foster & Sargent
Connecticut
$1.34M +$30.7K +200 +3%
S
932
SignatureFD
Georgia
$1.33M -$115K -750 -9%
JWBC
933
John W. Bristol & Co
New York
$1.33M
HH
934
Hilltop Holdings
Texas
$1.33M +$242K +1,575 +25%
SAM
935
Silvercrest Asset Management
New York
$1.33M +$42.2K +275 +4%
PEA
936
Park Edge Advisors
Ohio
$1.32M +$42.2K +275 +4%
CGA
937
Channing Global Advisors
Florida
$1.31M -$3.83K -25 -0.3%
BHCM
938
Boulder Hill Capital Management
New York
$1.31M +$1.19M +7,750 New
GLR
939
Great Lakes Retirement
Ohio
$1.3M +$61.4K +400 +5%
AG
940
AlTi Global
New York
$1.3M -$234K -1,525 -16%
WCM
941
Weaver Capital Management
Georgia
$1.29M +$594K +3,875 +102%
FTWA
942
Fifth Third Wealth Advisors
Ohio
$1.28M -$65.2K -425 -5%
MA
943
Mezzasalma Advisors
New Jersey
$1.27M -$146K -950 -11%
EWM
944
Evergreen Wealth Management
Michigan
$1.27M +$127K +825 +12%
LSAG
945
Lake Street Advisors Group
New Hampshire
$1.26M
SACTSONJ
946
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M
SAM
947
Smithbridge Asset Management
Pennsylvania
$1.26M +$514K +3,350 +81%
SF
948
Summit Financial
New Jersey
$1.26M +$410K +2,675 +55%
LWCFA
949
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M +$11.5K +75 +1%
SI
950
Stephens Inc
Arkansas
$1.25M +$7.67K +50 +0.7%