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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Sterling Capital Management
North Carolina
$1.06M -$114K -3,871 -10%
DWA
302
Douglass Winthrop Advisors
New York
$1.06M
YCM
303
Yousif Capital Management
Michigan
$1.05M +$72.4K +2,470 +8%
MWM
304
Modern Wealth Management
Kansas
$1.04M +$251K +8,549 +33%
MT
305
Midwest Trust
Kansas
$1.04M +$1.02M +34,665 New
CIA
306
Concurrent Investment Advisors
Florida
$1.02M +$48.7K +1,660 +5%
CAM
307
Cresset Asset Management
Illinois
$1.02M -$633K -21,571 -39%
BFA
308
Beacon Financial Advisory
Ohio
$1M -$48.1K -1,639 -5%
FFA
309
Farther Finance Advisors
California
$992K +$530K +18,057 +120%
TC
310
Tejara Capital
United Kingdom
$988K +$968K +33,000 New
SG Americas Securities
311
SG Americas Securities
New York
$986K +$552K +18,825 +133%
HFS
312
Hantz Financial Services
Michigan
$977K +$578K +19,704 +152%
IAA
313
Independent Advisor Alliance
North Carolina
$974K +$86.1K +2,936 +10%
CFO
314
Callan Family Office
Pennsylvania
$965K +$711K +24,242 +303%
BJL
315
Brighton Jones LLC
Washington
$950K -$6.8K -232 -0.7%
AFP
316
Ausdal Financial Partners
Iowa
$943K +$36.5K +1,244 +4%
AWC
317
Abundance Wealth Counselors
Pennsylvania
$936K +$18.7K +636 +2%
TCM
318
TT Capital Management
California
$936K +$11.8K +401 +1%
GRP
319
Global Retirement Partners
California
$930K +$911K +31,077 New
VCP
320
Verus Capital Partners
Arizona
$927K -$42.3K -1,441 -4%
VFA
321
Valeo Financial Advisors
Indiana
$917K -$33.4K -1,140 -4%
MOS
322
MGO One Seven
Ohio
$907K +$13.4K +456 +2%
MWM
323
Manske Wealth Management
Texas
$905K +$48.3K +1,647 +6%
BIG
324
Brooklyn Investment Group
New York
$900K +$309K +10,535 +54%
DA
325
Denali Advisors
California
$899K -$15K -513 -2%