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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
2076
Cary Street Partners Investment Advisory
Virginia
$1.82M +$229K +230 +13%
DAM
2077
Directional Asset Management
Illinois
$1.82M -$67.8K -68 -3%
CS
2078
Crescent Sterling
Louisiana
$1.82M +$43.8K +44 +2%
ZBNA
2079
Zions Bancorporation, National Association
Utah
$1.82M +$102K +102 +6%
Members Trust
2080
Members Trust
Florida
$1.82M -$5.98K -6 -0.3%
JF
2081
JSF Financial
California
$1.81M -$58.8K -59 -3%
WQ
2082
Wealth Quarterback
New Jersey
$1.81M +$31.9K +32 +2%
GCM
2083
Geneva Capital Management
Wisconsin
$1.81M -$300K -301 -13%
ALA
2084
Atlas Legacy Advisors
California
$1.8M +$283K +284 +17%
NI
2085
NCP Inc
California
$1.8M +$29.9K +30 +2%
LFA
2086
Legacy Financial Advisors
Kentucky
$1.8M +$12K +12 +0.6%
MFG
2087
Midwest Financial Group
Kansas
$1.8M -$83.7K -84 -4%
MSFS
2088
Main Street Financial Solutions
Pennsylvania
$1.79M -$51.8K -52 -3%
TBT
2089
Texas Bank & Trust
Texas
$1.79M +$64.8K +65 +4%
QPBE
2090
Quintet Private Bank (Europe)
Luxembourg
$1.79M – – –
WAOI
2091
Wealth Advisors of Iowa
Iowa
$1.79M -$4.98K -5 -0.3%
RPWA
2092
Regent Peak Wealth Advisors
Georgia
$1.79M +$68.7K +69 +4%
BCM
2093
Birmingham Capital Management
Alabama
$1.79M – – –
SAFS
2094
S&A Financial Services
Kansas
$1.78M -$36.9K -37 -2%
QFPS
2095
Quantum Financial Planning Services
Washington
$1.78M -$7.97K -8 -0.4%
DFCM
2096
Dark Forest Capital Management
Puerto Rico
$1.77M -$1.57M -1,577 -45%
PMG
2097
Private Management Group
California
$1.77M +$41.8K +42 +2%
LCM
2098
Landscape Capital Management
New Jersey
$1.77M +$1.89M +1,892 New
PWA
2099
Physician Wealth Advisors
Utah
$1.77M -$12K -12 -0.6%
TIA
2100
Traphagen Investment Advisors
New Jersey
$1.77M -$3.98K -4 -0.2%